| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 41,035 | $1.36M | $1.47M | $106,287.23 | 7.8% |
Jeff Ameen Spire Wealth Management | 66,079 | $2.18M | $2.37M | $186,154.41 | 8.54% |
| BMH Brandi M. Hoffmann Allianz Investment Management U.S. LLC | 5,000 | $126,021 | $178,950 | $52,929 | 42% |
| RS Radon Stancil POM Investment Strategies LLC | 2,980 | $99,185 | $106,716.78 | $7,531.78 | 7.59% |
Amanda Hawley Atria Wealth Solutions Inc. | 15,498 | $479,973.06 | $555,680.79 | $75,707.73 | 15.77% |
| ARCA Exchange | US Country |
This company operates within the financial sector, specializing in investment strategies that provide investors with a unique approach to market participation. Its flagship offering centers around a buffered investment strategy. This strategy is designed to track the performance of the SPDR® S&P 500® ETF Trust over a predefined one-year period, from November 1 to October 31. This approach incorporates a dual-feature mechanism aimed at optimizing returns while mitigating risks. The first feature, known as the "Cap," sets an upper limit on the percentage return investors can achieve. The second feature, the "Buffer," provides protection against the first 20% of losses. This structure allows investors to engage with the market's potential upsides, with a level of protection against downsides, thus defining a clear risk-reward framework. The company categorizes itself as non-diversified, focusing its resources and strategies on this innovative investment approach.
The core offering of the company is its buffered investment strategy. This product is structured to align closely with the performance of the SPDR® S&P 500® ETF Trust over a set annual period. By design, this strategy offers investors the opportunity to participate in the possible growth of the S&P 500, with an instituted Cap that defines the maximum return achievable. Concurrently, the Buffer feature provides a safety net, protecting against up to the first 20% of potential losses. This product is particularly suitable for investors looking for a balance between risk and reward, offering a method to potentially gain from market upsides while having a layer of protection against significant downturns.