Inn US Equity Access 9 Buffered July Fund (XBJL)
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XBJL Chart
Inn US Equity Access 9 Buffered July Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Woodard & Co Asset Management Woodard & Co Asset Management Group Inc. | 1,670 | $60,622.85 | $67,092.25 | $6,469.4 | 10.67% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 37,134 | $1.3M | $1.49M | $189,573.5 | 14.59% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 122,928 | $4.53M | $4.93M | $399,643.49 | 8.82% |
| TT Tu Tran Crosspoint Financial LLC | 22,250 | $744,930 | $892,558.75 | $147,628.75 | 19.82% |
 Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 173 | $6,577 | $6,932.97 | $355.97 | 5.41% |
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Inn US Equity Access 9 Buffered July Fund Profile
| BATS Exchange | US Country |
Overview
The described company operates in the financial sector, focusing on investment services. It is specialized in managing funds that majorly invest in FLexible EXchange® Options (FLEX Options) tied to the SPDR® S&P 500® ETF Trust. This particular strategy showcases the company's innovative approach by using derivatives based on a well-known exchange-traded fund (ETF) to potentially enhance returns for investors. Given that it invests at least 80% of its net assets in these FLEX Options, the firm is heavily focused on strategies related to the performance of the S&P 500 index through the underlying ETF. The firm's choice to be non-diversified allows it to take a more concentrated risk in its chosen area of expertise, possibly aiming for higher returns at the cost of higher risk exposure.
Products and Services
The company offers a specialized investment product focused on leveraging the potential of the SPDR® S&P 500® ETF Trust through FLEX Options. The product lineup is characterized by an innovative approach to traditional equity investing, aiming to cater to investors looking for alternatives to direct stock or standard ETF investments. Here is a closer look at the product offered:
- FLEX Options on the SPDR® S&P 500® ETF Trust: These options provide the fund with a flexible investment tool that references the performance of the SPDR® S&P 500® ETF. FLEX Options are customizable exchange-traded options that offer the fund the ability to tailor the option terms to fit its investment strategy. This product takes advantage of the FLEX Option's unique features, such as choice in exercise style, expiration dates, and strike prices, to potentially hedge against market volatility or to speculate on the future performance of the S&P 500, all through the lens of the Underlying ETF. This investment tool is designed for investors looking for a derivative-based investment strategy focusing on one of the most closely followed equity indices in the world.
