| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,996 | $60,230.63 | $62,196.96 | $1,966.33 | 3.26% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 15,773 | $320,626.56 | $327,447.48 | $6,820.92 | 2.13% |
Jeff Ameen Spire Wealth Management | 15,006 | $309,723.84 | $311,524.56 | $1,800.72 | 0.58% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 553 | $11,259.95 | $11,480.28 | $220.33 | 1.96% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 3,777 | $78,184 | $78,410.52 | $226.52 | 0.29% |
| ARCA Exchange | US Country |
The company operates in the financial sector with a focus on investment funds that prioritize environmental sustainability. By investing in long positions in the underlying index and similar economic characteristic investments, it aims to provide its clients with exposure to carbon credit futures contracts. These contracts are a critical component in the global effort to mitigate climate change by putting a price on carbon emissions. The fund's strategy is characterized by a non-diversified investment approach, concentrating on the niche market of carbon emissions to offer unique investment opportunities.
This product involves investing in long positions that are included in the fund's underlying index. The underlying index is carefully selected to align with the fund's objective of providing exposure to the price of carbon emissions. This approach enables investors to benefit from the appreciation in the value of carbon credits, an essential element in the fight against climate change.
In addition to long positions in the underlying index, the fund invests in other securities and financial instruments that have economic characteristics similar to those of the index. This strategy allows for a broader exposure to the carbon credit market, potentially enhancing the fund's performance by tapping into a wider range of investment opportunities that align with its environmental goals.
The cornerstone of the fund's investment strategy is providing its clients with exposure to carbon credit futures contracts. These contracts are agreements to buy or sell a specific amount of carbon credits at a future date, at a price agreed upon today. By investing in these futures contracts through a long-only basket, the fund offers a targeted investment opportunity in the market for carbon emissions, highlighting its commitment to environmental sustainability.