Investors may want to consider buffer ETFs to hedge the recent market volatility.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 12,959 | $453,888.06 | $593,910.97 | $140,022.91 | 30.85% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 23,526 | $926,175.72 | $1.08M | $151,903.23 | 16.4% |
Jeff Ameen Spire Wealth Management | 16,537 | $518,628.58 | $757,559.97 | $238,931.39 | 46.07% |
| SL Shad Lamm Keystone Wealth Services LLC | 63,833 | $1.75M | $2.93M | $1.17M | 67.04% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 20,350 | $690,407.95 | $932,233.5 | $241,825.55 | 35.03% |
| BATS Exchange | US Country |
The fund described focuses on investment primarily in Flexible Exchange Options (FLEX Options) that are tied to the performance of the SPDR® S&P 500® ETF Trust. FLEX Options are a type of exchange-traded option that offer investors the ability to customize key contract terms, including the exercise price, style, and expiration date. This approach allows for a more tailored investment strategy that can adapt to the investor's specific risk tolerance and market outlook. The fund commits at least 80% of its net assets in these instruments, indicating a heavy specialization in this area. Despite its focused investment strategy, it is important to note that the fund is non-diversified, which could impact its risk profile.
FLEX Options referenced in this fund are specifically tied to the SPDR® S&P 500® ETF Trust. These instruments allow investors a notable degree of flexibility in customizing their investment approach to options trading. Unlike standard options contracts, which come with predetermined expiration dates and strike prices, FLEX Options enable the creation of contracts that can more closely match an investor's specific strategy and goals. This includes adjusting the contract terms to better manage risk or capitalize on market forecasts. As a result, they are a popular choice for investors looking to implement more sophisticated options strategies that align with the underlying ETF's performance.