Beam Wealth and Mutual Advisors在2025年第三季度增持了带有期权下行保护的新ETF持股。 Beam Wealth and Mutual Advisors increased stakes in new ETFs with options-based downside protection in Q3 2025.

Beam财富顾问公司在2025年3月3日以约696 000美元购买了25 705份创新者1 Yr March ETF(ZMAR)股份,这比此前的股份大增。 Beam Wealth Advisors Inc. bought 25,705 shares of the Innovator 1 Yr March ETF (ZMAR) for about $696,000 in Q3 2025, a major increase from its prior stake. 2025年2月28日启动的ETF旨在跟踪S&P 500,利用FLEX选项进行为期一年的向下对冲。 The ETF, launched Feb. 28, 2025, aims to track the S&P 500 with a one-year downside hedge using FLEX options. 同时,相互顾问有限责任公司在2026年1月2日创新公司ETF(AJAN)新投资125万美元,在同一季度收购45 424股股票。 Meanwhile, Mutual Advisors LLC made a new $1.25 million investment in the Innovator 2 Yr January 2026 ETF (AJAN), acquiring 45,424 shares in the same quarter. AJAN于2023年12月31日启动, 通过FLEX选项和跟踪SPY提供两年的负面保护。 AJAN, launched Dec. 31, 2023, offers two-year downside protection via FLEX options and tracks SPY. 2026年2月4日,两个ETF的交易量接近27.85美元,略有下降。 Both ETFs were trading near $27.85 on Feb. 4, 2026, with slight declines. 其他公司最近也在不同经营信托基金中进行了投资。 Other firms also made recent investment moves in various ETFs.