If you're interested in broad exposure to the Large Cap Blend segment of the US equity market, look no further than the Inspire 500 ETF (PTL), a passively managed exchange traded fund launched on March 25, 2024.
Launched on March 25, 2024, the Inspire 500 ETF (PTL) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Blend segment of the US equity market.
Looking for broad exposure to the Large Cap Blend segment of the US equity market? You should consider the Inspire 500 ETF (PTL), a passively managed exchange traded fund launched on March 25, 2024.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 1,127 | $272,685.49 | $315,312.06 | $42,626.57 | 15.63% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 269 | $64,449.85 | $74,907.78 | $10,457.93 | 16.23% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 1,600 | $398,932.5 | $445,624 | $46,691.5 | 11.7% |
PAX Financial Group PAX Financial Group LLC | 24,092 | $4.79M | $6.7M | $1.91M | 39.86% |
| YA Yinka Akinsola Blue Trust Inc. | 162 | $37,146.6 | $45,124.29 | $7,977.69 | 21.48% |
| ARCA Exchange | US Country |
The fund described is an actively managed exchange-traded fund (ETF) that primarily focuses on investing in a select portfolio of U.S. exchange-traded common stocks. It targets holding positions in approximately 25-35 companies that are listed on U.S. national securities exchanges, aiming to provide investors with targeted exposure to the U.S. equity market. Given its strategy, the fund aligns with investors seeking concentrated exposure rather than diversified investments. The fund's commitment to investing at least 80% of its total assets in equity securities underscores its focus on equity market investments, while it's non-diversified status indicates a potential for higher risk and reward due to the concentrated investment strategy.
This product refers to the fund's primary offering, which involves an actively managed exchange-traded fund that seeks to invest in 25-35 U.S. exchange-traded common stocks. Unlike passive ETFs that track a specific index, this actively managed ETF relies on the fund manager's expertise to select stocks with the aim of outperforming the market. This approach allows for dynamic portfolio management based on market conditions.
As part of its investment strategy, the fund commits at least 80% of its total assets to equity securities. This includes a wide range of stocks listed on U.S. national securities exchanges, focusing on providing investors with growth opportunities through exposure to the U.S. stock market. The emphasis on equity securities is designed to cater to investors with an appetite for equity market investments, offering the potential for capital appreciation.