| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BMH Brandi M. Hoffmann Allianz Investment Management U.S. LLC | 5,000 | $128,350 | $206,200 | $77,850 | 60.65% |
| NR Nichole Raftopoulos Nvest Financial LLC | 30,575 | $1.07M | $1.27M | $195,288.22 | 18.19% |
| ARCA Exchange | US Country |
This fund is tailored for investors aiming to align their portfolio with U.S. large cap equity securities while seeking the flexibility to customize their investment approach and risk management strategies. Operating under normal market conditions, the fund allocates a minimum of 80% of its net assets towards instruments that possess economic characteristics highly akin to U.S. large cap equity securities. Notably, it pursues a non-diversified investment strategy, allowing for potential concentrated investment positions that could lead to high levels of volatility and risk, as well as opportunity for significant returns.
These are customizable equity or index options contracts that are traded on an exchange. FLEX Options differentiate themselves by offering investors the capability to personalize key contract terms, such as exercise prices, exercise styles, and expiration dates. This product is designed for investors seeking more control over their investment strategy and risk exposure, offering a higher degree of flexibility compared to standard options contracts.