| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 510 | $18.55 | $18.55 | - | - |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 22,140 | $818.5 | $789.2 | -$29.3 | -3.58% |
| Capital Markets Industry | Financials Sector | - CEO | ARCA Exchange | 69374H691 CUSIP |
| US Country | - Employees | 12 May 2026 Last Dividend | - Last Split | - IPO Date |
The company operates within the financial sector, specializing in offering investment solutions that closely follow the movements and strategies of the S&P 500 ® Equal Weight Index. It employs a systematic, rule-based method to manage a portfolio that undergoes semi-annual sector rotations, aiming to maintain alignment with the index's performance. The investment approach is designed to mirror, as closely as possible, the components and weightings of the underlying index, either through direct investments in the component securities or through exchange-traded funds (ETFs) that represent part or all of the index.
The company's primary focus is on delivering investment products that are based on a comprehensively structured and meticulously executed strategy. The offerings include: