Lovell Minnick Partners

YieldMax™ ETFs Announces Monthly Distributions on MSTY (120.57%), CONY (119.30%), NVDY (106.86%), AMDY (65.04%), FBY (61.10%) and Others

Retrieved on: 
Wednesday, April 3, 2024
ARK, MSFT, COIN, Risk, History, Sale, Lovell Minnick Partners, Trust, Investment, ETF, Adviser, AAPL, Funding, TSLA, Capital gain, Prospectus, SQ, PYPL, JPM, NAV, MRNA, AI, NFLX, AMD, GOOY, Government, Unitary state, GOOGL, NVDA, TRUST, XOM, MSTR, AMZN, DIS, Security (finance)

The Distribution Rate is calculated by multiplying an ETF’s Distribution per Share by twelve (12), and dividing the resulting amount by the ETF’s most recent NAV.

Key Points: 
  • The Distribution Rate is calculated by multiplying an ETF’s Distribution per Share by twelve (12), and dividing the resulting amount by the ETF’s most recent NAV.
  • The Distribution Rate and 30-Day SEC Yield are not indicative of future distributions, if any, on the ETFs.
  • Distributions for the ETFs (if any) are variable and may vary significantly from month to month and may be zero.
  • If the Fund does make distributions, the amounts of such distributions will likely vary greatly from one distribution to the next.

Innovator Expands Defined Protection 100% Buffer ETF™ Suite with AAPR Following Market Demand

Retrieved on: 
Monday, April 1, 2024
Option, Funding, ETF, Name, Risk, FLEX, Date, Lovell Minnick Partners, Distribution, Prospectus, Investment, OCC, Fund, Security (finance)

The funds only seek to provide their investment objective, which is not guaranteed, over the course of an entire outcome period.

Key Points: 
  • The funds only seek to provide their investment objective, which is not guaranteed, over the course of an entire outcome period.
  • Depending upon market conditions at the time of purchase, a shareholder that purchases shares after the Outcome Period has begun may also lose their entire investment.
  • For instance, if the Outcome Period has begun and the Fund has decreased in value beyond the pre-determined buffer, an investor purchasing shares at that price may not benefit from the buffer.
  • The Funds seek to provide shareholders that hold Shares for the entire Outcome Period with a Buffer against the Underlying ETF losses during the Outcome Period.

Brookfield Real Assets Income Fund Inc. Declares Q2 2024 Distribution Schedule and Announces Fund Updates

Retrieved on: 
Friday, March 29, 2024
Risk, Lovell Minnick Partners, Fund, Calendar, Audit

Effective March 29, 2024, Mr. David Levi, an interested Director of the Fund, resigned from the Board.

Key Points: 
  • Effective March 29, 2024, Mr. David Levi, an interested Director of the Fund, resigned from the Board.
  • Ms. Whelchel has served as an independent Director of the Fund, and member of the Audit and Nominating and Compensation Committees since January 2024.
  • Brookfield Real Assets Income Fund Inc. is managed by Brookfield Public Securities Group LLC.
  • The Fund uses its website as a channel of distribution of material information about the Fund.

YieldMax™ ETFs Announces Monthly Distributions on Ultra and Fund of Funds ETFs YMAX (31.21%) YMAG (34.26%)

Retrieved on: 
Wednesday, March 13, 2024
ETF, Risk, History, NAV, Capital gain, TRUST, Lovell Minnick Partners, Prospectus, YMAX, Investment, Expense, Security, Fund

“Acquired Fund Fees and Expenses” are indirect fees and expenses that the Fund incurs from investing in the shares of other investment companies, namely other YieldMax™ ETFs.

Key Points: 
  • “Acquired Fund Fees and Expenses” are indirect fees and expenses that the Fund incurs from investing in the shares of other investment companies, namely other YieldMax™ ETFs.
  • The Distribution Rate is calculated by multiplying an ETF’s Distribution per Share by twelve (12), and dividing the resulting amount by the ETF’s most recent NAV.
  • The Distribution Rate and 30-Day SEC Yield are not indicative of future distributions, if any, on the ETFs.
  • Each Underlying YieldMax™ ETF may actively and frequently trade all or a significant portion of the Underlying YieldMax™ ETF’s holdings.

WisdomTree Announces Launch of 1-3 Year Laddered Treasury (USSH) and 7-10 Year Laddered Treasury (USIN) Funds

Retrieved on: 
Thursday, March 14, 2024
Professional Services, Technology, Blockchain, Finance, Fintech, Asset Management, Risk management, USFR, Environment, Treasury, Lovell Minnick Partners, Prospectus, Index, ARCA, Fund, Government, Security (finance)

WisdomTree, Inc. (NYSE: WT), a global financial innovator, today announces the launch of two new funds: the 1-3 Year Laddered Treasury (USSH) and 7-10 Year Laddered Treasury (USIN) funds, both on the NASDAQ.

Key Points: 
  • WisdomTree, Inc. (NYSE: WT), a global financial innovator, today announces the launch of two new funds: the 1-3 Year Laddered Treasury (USSH) and 7-10 Year Laddered Treasury (USIN) funds, both on the NASDAQ.
  • USSH and USIN seek to track the price and yield performance, before fees and expenses, of the Bloomberg U.S. Treasury 1-3 Year Laddered Index and the Bloomberg U.S. Treasury 7-10 Year Laddered Index, respectively.
  • These Funds are expected to complement the WisdomTree Floating Rate Treasury Fund (USFR on the NYSE Arca) by offering investors additional options for positioning portfolios during different market and economic conditions.
  • Please read each Fund's prospectus for specific details regarding each Fund's risk profile.

Lovell Minnick Partners Appoints Marshall Lux and Robert Orefice to Advisory Council

Retrieved on: 
Thursday, March 14, 2024
Professional Services, Finance, BCG, Aetion, Risk management, Growth, Private equity, Flagstar, Princeton University, Advisory Council, Risk, Health, Financial services, Harvard Business School, WebMD, Computer engineering, Walden University, LMP, Lovell Minnick Partners, AMD, Investment, Partnership, McKinsey & Company, Rochester Institute of Technology, Computer, Economics, Chase

Lovell Minnick Partners (“LMP”), a private equity firm investing in growth-oriented companies, today announced the appointment of Marshall Lux and Robert Orefice to its Advisory Council.

Key Points: 
  • Lovell Minnick Partners (“LMP”), a private equity firm investing in growth-oriented companies, today announced the appointment of Marshall Lux and Robert Orefice to its Advisory Council.
  • Marshall Lux brings over 35 years of experience and most recently served as Senior Partner at BCG and McKinsey, where he focused on all manner of Financial Services and Private Equity.
  • Marshall also serves as an independent member of various Boards, including Mphasis, Flagstar and Guardian Life Mutual Funds.
  • "We are excited to welcome Marshall and Robert as the newest members of our Advisory Council,” says Steve Pierson, Managing Partner at LMP.

BITB Crosses $2 Billion in Assets, Generates Largest Inflows of Any Crypto Specialist1

Retrieved on: 
Monday, March 11, 2024
Professional Services, Technology, Blockchain, Cryptocurrency, Fintech, Digital Cash Management, Digital Assets, Bitcoin, Russian National Wealth Fund, Theft, Health, Organization, Valkyrie, ETF, Risk, BITB, Share, History, NAV, SMA, Rest, IPO, Life, Lovell Minnick Partners, Loss, Marketing, Prospectus, RIAS, Investment, Fraud, Ecosystem, Commodity Exchange Act, Fund, CEA

Today, over 3,000 wealth teams, RIAs, family offices, and institutional clients trust Bitwise as their specialist partner in the crypto space.

Key Points: 
  • Today, over 3,000 wealth teams, RIAs, family offices, and institutional clients trust Bitwise as their specialist partner in the crypto space.
  • Bitwise’s national team of crypto experts is available to meet with investment professionals any time and in person.
  • Bitwise’s product offerings include five other crypto-themed ETFs, the world’s largest crypto index fund, private placement funds, alpha solutions, and separately managed account (SMA) solutions.
  • As of March 8, 2024, Bitwise has experienced net inflows of $1.35 billion, Valkyrie has experienced net inflows of $264 million, and Grayscale has experienced net outflows of more than $10 billion.

WisdomTree Floating Rate Treasury Fund (USFR) Celebrates 10-Year Anniversary

Retrieved on: 
Tuesday, March 26, 2024
Professional Services, Finance, Fintech, Asset Management, Consulting, Banking, USFR, TIPS, Capital gain, Lovell Minnick Partners, Prospectus, Fed, Fund, Treasury, Government, ETF, Security (finance)

WisdomTree, Inc. (NYSE: WT), a global financial innovator, today celebrates the ten-year anniversary of the launch of the WisdomTree Floating Rate Treasury Fund (USFR).

Key Points: 
  • WisdomTree, Inc. (NYSE: WT), a global financial innovator, today celebrates the ten-year anniversary of the launch of the WisdomTree Floating Rate Treasury Fund (USFR).
  • We believe it’s one for investors to consider from the current and prospective interest rate landscape.”
    The U.S. Treasury completed its first floating rate auction on January 29, 2014, issuing $15 billion of a note with a two-year stated maturity.1 This was the first new class of issuance by the Treasury since it issued Treasury Inflation-Protected Securities (TIPS)2 in 1997.
  • Provides cost-effective access to newly issued U.S. government floating rate notes
    U.S. Treasury floating rate notes have grown to become an integral aspect for investors’ fixed income portfolios.
  • Securities with floating rates can be less sensitive to interest rate changes than securities with fixed interest rates, but may decline in value.

YieldMax™ ETFs Announces Monthly Distributions on NVDY (101.70%), CONY (74.88%), AIYY (70.25%), AMDY (69.08%), MRNY (66.96%) and Others

Retrieved on: 
Tuesday, March 5, 2024
ARK, NFLX, GOOY, SQ, Investment, Sale, ETF, History, Unitary state, GOOGL, Lovell Minnick Partners, JPM, Capital gain, PYPL, COIN, DIS, AAPL, MSFT, AMZN, XOM, AMD, TSLA, NVDA, TRUST, Funding, Adviser, Risk, MRNA, Prospectus, AI, NAV, Government, MSTR, Trust, Security (finance)

The Distribution Rate is calculated by multiplying an ETF’s Distribution per Share by twelve (12), and dividing the resulting amount by the ETF’s most recent NAV.

Key Points: 
  • The Distribution Rate is calculated by multiplying an ETF’s Distribution per Share by twelve (12), and dividing the resulting amount by the ETF’s most recent NAV.
  • The Distribution Rate and 30-Day SEC Yield are not indicative of future distributions, if any, on the ETFs.
  • Distributions for the ETFs (if any) are variable and may vary significantly from month to month and may be zero.
  • If the Fund does make distributions, the amounts of such distributions will likely vary greatly from one distribution to the next.

Comvest Credit Partners Provides Financing to Billhighway to Support Acquisition Strategy

Retrieved on: 
Tuesday, March 5, 2024
Professional Services, Payments, Data Management, Technology, Software, Finance, Consulting, Lovell Minnick Partners, Acquisition, Partner, CRM, Organization, Funding, LMP, Video game

The Financing will be used to refinance existing debt and support Billhighway’s acquisition of ChapterSpot, a provider of customer relationship management (CRM).

Key Points: 
  • The Financing will be used to refinance existing debt and support Billhighway’s acquisition of ChapterSpot, a provider of customer relationship management (CRM).
  • Founded in 1999, Billhighway provides an integrated software platform that helps multi-chapter member-based organizations improve efficiency through applications that span membership and event management, reporting and analytics, payment processing and invoicing.
  • We look forward to working together in support of Billhighway’s growth,” said Dan Lee, a Partner of Comvest.
  • “Comvest has long track record of supporting high-growth software and payments businesses, and we are excited to partner with the Comvest team in support of Billhighway’s continued growth strategy,” said Trevor Rich, Partner at LMP.