| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 774 | $19,362 | $19,667.34 | $305.34 | 1.58% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 69,244 | $1.72M | $1.76M | $36,109.9 | 2.1% |
| ARCA Exchange | US Country |
The fund operates as an actively-managed exchange-traded fund (ETF), focusing on generating current income that is exempt from federal income tax while also aiming for long-term capital appreciation. It invests primarily in municipal bonds, reflecting a strategy designed to benefit investors seeking tax-advantaged income streams along with potential for growth in their portfolio. This fund positions itself as a targeted investment vehicle for those looking to combine income generation with a measure of growth, all within the tax-exempt sector. Notably, the fund is non-diversified, meaning it may invest more heavily in fewer securities, potentially increasing return but also risk.
The fund offers specific investment products and services tailored to meet the needs of investors looking for federal income tax exemptions and long-term capital growth through municipal bonds. Each offering is designed with a strategic focus on tax-exempt income and capital appreciation, highlighting the fund's specialization in this sector.