| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 94,789 | $2.85M | $3.04M | $191,473.87 | 6.72% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 93,746 | $2.68M | $3.01M | $327,129.19 | 12.21% |
Tory Parke Three Seasons Wealth LLC | 20,953 | $570,047 | $671,962.71 | $101,915.71 | 17.88% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 6,742 | $202,518 | $216,215.94 | $13,697.94 | 6.76% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 26,957 | $809,799 | $864,510.99 | $54,711.99 | 6.76% |
| BATS Exchange | United States Country |
The fund discussed above is designed as an actively managed Exchange-Traded Fund (ETF) that primarily focuses on investing in large-capitalization U.S. companies. It aims to ensure that at least 80% of its net assets are committed to investments that provide exposure to equity securities within this demographic. This investment strategy underlines the fund's attempt to tap into the robustness and potential for growth of large-cap stocks in the U.S. market, often seen as a relatively safer investment compared to small or mid-cap stocks.
These are stocks or other equity instruments issued by large-cap companies in the United States. Large-cap companies are typically recognized by their market capitalization, generally defined as companies with a market cap of more than $10 billion. Investing in these companies through the fund offers exposure to established businesses perceived to have more stable investment characteristics compared to smaller companies.
FLEX Options are customized option contracts that provide the fund with a tailored strategy for investing in the equities market. By focusing on the SPDR® S&P 500® ETF Trust as the Underlying ETF, the fund utilizes these options to gain exposure to the performance of the S&P 500 Index. This strategy allows for potential risk management and investment growth by leveraging the volatility and movements of the S&P 500 in a flexible manner.