| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 98,406 | $2.46M | $2.48M | $19,681.2 | 0.8% |
| BP Brett Pohl Kingdom Financial Group LLC | 3,489 | $71,210 | $88,167.03 | $16,957.03 | 23.81% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 20,174 | $411,751 | $506,972.62 | $95,221.62 | 23.13% |
| AWA Authentikos Wealth Advisory LLC Authentikos Wealth Advisory LLC | 45,845 | $935,696 | $1.15M | $216,388.85 | 23.13% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 4,810 | $98,172 | $121,260.1 | $23,088.1 | 23.52% |
| BATS Exchange | US Country |
Elevation Series Trust - TrueShares S&P Autocallable High Income ETF is an innovative exchange-traded fund (ETF) designed to cater to investors interested in fixed income markets on a global scale. The fund, launched and professionally managed by TrueMark Investments, LLC, actively invests in assets with a range of maturities. Utilizing a strategy grounded in fundamental analysis, the portfolio aims to optimize returns while minimizing potential risks. This ETF aims to track the performance of its portfolio against a benchmark index, specifically the S&P 500 Futures 35% Intraday VT 4% Decrement Index, and is headquartered in the United States.
The Elevation Series Trust - TrueShares S&P Autocallable High Income ETF operates as a traditional ETF, listed on major stock exchanges, allowing investors to buy and sell shares throughout the trading day at market prices.
This fund focuses on the fixed income market, including a diverse range of securities globally, designed to meet the varying investment needs of clients seeking stable income sources.
Managed by TrueMark Investments, the fund employs fundamental analysis for portfolio construction. This meticulous approach allows for informed decision-making in selecting securities, thus enhancing potential returns.
The ETF seeks to benchmark its performance with the S&P 500 Futures 35% Intraday VT 4% Decrement Index. This strategy aids investors in understanding the fund's market performance relative to a well-recognized standard.
The Elevation Series Trust - TrueShares S&P Autocallable High Income ETF is structured and regulated as per U.S. laws, providing a framework that protects investors while facilitating access to a variety of investment opportunities.