Lovell Minnick Partners

Grayscale® Digital Large Cap Fund, Grayscale® DeFi Fund, and Grayscale® Smart Contract Platform Ex-Ethereum Fund Announce Rebalancing of Funds for Third Quarter 2022

Retrieved on: 
Thursday, October 6, 2022
Ethereum, DACS, Risk, Sale, SEC, Family, LLC, Income, Index, CoinDesk, ETF, ETH, Lovell Minnick Partners, Grayscale, FINRA, OTCQX, Decentralized finance, Cryptocurrency, Life insurance, Security (finance), Share (finance)

Neither the Digital Large Cap Fund, the DeFi Fund, nor the GSCPxE Fund generate any income, and all regularly distribute Fund Components to pay for ongoing expenses.

Key Points: 
  • Neither the Digital Large Cap Fund, the DeFi Fund, nor the GSCPxE Fund generate any income, and all regularly distribute Fund Components to pay for ongoing expenses.
  • Grayscale Digital Large Cap Fund seeks to provide investors with exposure to large-cap coverage of the digital asset market through a market cap-weighted portfolio designed to track the CoinDesk Large Cap Select Index.
  • The Digital Large Cap Fund's investment objective is for its Shares to reflect the value of Fund Components held by the Digital Large Cap Fund, less its expenses and other liabilities.
  • Grayscale Smart Contract Platform Ex-Ethereum Fund (GSCPxE Fund) seeks to provide investors with exposure to a selection of industry-leading Smart Contract Platforms through a market cap-weighted portfolio designed to track the CoinDesk Smart Contract Platform Select Ex ETH Index.

Grayscale Investments® Announces New Co-Investment Opportunity Designed to Capture Upside of Crypto Winter

Retrieved on: 
Thursday, October 6, 2022
Sale, DCG, Efficiency, Growth, Foundry, Family, LLC, CEA, ETF, Lovell Minnick Partners, Investment Company Act of 1940, Industry, Grayscale, Ecosystem, GLOBE, CFTC, Cryptocurrency, Financial adviser, Bitcoin

Grayscale is leveraging the operating expertise of its affiliated digital asset mining, staking infrastructure firm, Foundry , to manage the day-to-day operations of GDIO.

Key Points: 
  • Grayscale is leveraging the operating expertise of its affiliated digital asset mining, staking infrastructure firm, Foundry , to manage the day-to-day operations of GDIO.
  • Grayscales unique position at the center of the crypto ecosystem enables us to create offerings that allow investors to put capital to work through differing market cycles, said Grayscale CEO Michael Sonnenshein.
  • Grayscale Investments enables investors to access the digital economy through a family of secure, compliant, and future-forward investment products.
  • Grayscale products are distributed by Grayscale Securities, LLC (Member FINRA/SIPC) or Foreside Fund Services, LLC.

SonicShares™ Global Shipping ETF (NYSE Arca: BOAT) Pays Quarterly Dividend

Retrieved on: 
Wednesday, October 5, 2022
Insurance, SEC, Current yield, Investment, LLC, Income, Lovell Minnick Partners, Dividend, 7-day SEC yield, Industry, Prospectus, Trust, NAV, Life insurance, Security (finance), Financial adviser, Fund, Index

The Fund provides investors with pure play exposure to a portfolio of global companies engaged in maritime shipping.

Key Points: 
  • The Fund provides investors with pure play exposure to a portfolio of global companies engaged in maritime shipping.
  • Performance current to the most recent month-end can be obtained by calling (833) 378-0717.
  • * The Current Yield equals the Dividend per Share, multiplied by four (to annualize such amount), divided by the Funds closing NAV on 9/30/2022.
  • The SonicShares mark and the SonicShares logo are trademarks of Lucania Investments LLC (the Licensor).

New Bitwise Web3 ETF (BWEB) Set To Capture One of the Biggest Growth Opportunities in Tech

Retrieved on: 
Tuesday, October 4, 2022
Technology, Finance, Fintech, Professional Services, Software, Digital Cash Management, Digital Assets, Blockchain, Data Management, Cryptocurrency, Web3, Metaverse, Crypto, Bitcoin, Ethereum, Solution, Web 2.0, The Wall Street Journal, Internet, BlackRock, Capital loss, Institutional Investor, Facebook, Fraud, BNY Mellon, Blockchain, Ownership, Investment, Technology, Research, Digital world, Lovell Minnick Partners, Twitter, Rest, American depositary receipt, ETF, Concept, SIDCO, Education, Risk, Growth, Decentralized finance, LLC, BITW, Blackstone, CNBC, Fund, NAV, OTCQX, Meta, Social media, Turnaround ADR, RIAS, Cryptocurrency, Renewable energy, Financial adviser, Life insurance, Security (finance), Web3, Google, Index, Bitwise operation

The Bitwise Web3 ETF seeks to capitalize on this great opportunity by offering investors of innovation a straightforward way to access the space.

Key Points: 
  • The Bitwise Web3 ETF seeks to capitalize on this great opportunity by offering investors of innovation a straightforward way to access the space.
  • The Bitwise Web3 ETF tracks the Bitwise Web3 Equities Index, which is rebalanced quarterly.
  • The custodian of the Bitwise Web3 ETF is BNY Mellon, and the funds distributor is Foreside Fund Services, LLC.
  • The Bitwise Web3 Equities Index provides focused exposure to companies whose business models, operations and/or growth prospects are closely linked to the emergence of Web3.

AVANTIS REACHES THREE-YEAR ANNIVERSARY, CONTINUES TO EXPAND OFFERING

Retrieved on: 
Thursday, September 29, 2022
Institute, Time, Stowers Institute for Medical Research, American Century, NAV, Health, Investment, Industry, Mining, ETF, American Century Companies, Lovell Minnick Partners, Exchange-traded fund, Medical research, Prospectus, Metal, Asset, Bank, Security (finance)

Jonathan S. Thomas is president and chief executive officer, and Victor Zhang serves as chief investment officer.

Key Points: 
  • Jonathan S. Thomas is president and chief executive officer, and Victor Zhang serves as chief investment officer.
  • The Institute owns more than 40% of American Century Investments and has received dividend payments of $1.87 billion since 2000.
  • Exchange Traded Funds (ETFs) are bought and sold through exchange trading at market price (not NAV) and are not individually redeemed from the fund.
  • Exchange Traded Funds (ETFs): Foreside Fund Services, LLC Distributor, not affiliated with American Century Investment Services, Inc.
    2022 American Century Proprietary Holdings, Inc. All rights reserved.

Newday Impact Launches Sustainable Development Goals ETF with 10% of Revenues Earmarked for Youth Skills Development

Retrieved on: 
Wednesday, September 28, 2022
Fund, Health, United Nations Sustainable Development Group, Child, ESG, UN, Sustainable development, NYSE, Risk, LLC, Goal, Investment, Partnership, Climate change, History, Environment, Newday, CEO, Lovell Minnick Partners, Sustainable Development Goals, Sustainable Development Goal 13, Tobacco, Food, Forest, Gambling, SAN, Research, Prospectus, Multimedia, Poverty, Environmental health, Education, SDG, View, Renewable energy, Bank, Security (finance), Financial adviser, Social

SAN FRANCISCO, Sept. 28, 2022 /PRNewswire/ -- Newday Impact, a San Francisco-based asset management and financial technology company that applies proprietary fundamental research to ESG investing, today launched a Sustainable Development Goals ETF (NYSE: SDGS) that will dedicate 10% of revenues to global youth education and skills development programs.

Key Points: 
  • The Newday Sustainable Development Equity ETF seeks long-term capital appreciation through investments in companies aligned with Environment, Social, and Governance (ESG) principles as well as United Nations Sustainable Development Goals*, with a focus on impact issues that most directly affect environmental health.
  • At least 80% of portfolio constituents are making material, measurable, positive impacts upon one or more sustainable development themes.
  • The Newday Sustainable Development Goals ETF was developed in partnership with Tidal ETF Services.
  • Backed by insightful research and recognized community leaders, Newday Impact offers portfolios addressing the major ESG issues in the world.

XAI Octagon Floating Rate & Alternative Income Term Trust Celebrates 5th Anniversary

Retrieved on: 
Tuesday, September 27, 2022
Consulting, Professional Services, Finance, FINRA, NYSE, Risk, XMS Capital Partners, Sale, LLC, Nature, Investment, Growth, XAI, Philosophy, Review, U.S. Securities and Exchange Commission, Program, History, CLO, Lovell Minnick Partners, Goal, Trust, Security (finance), Octagon, Marketing, Index, Communication, Income, Financial adviser

XA Investments (XAI), a Chicago-based alternative asset manager, celebrates the 5th anniversary of the XAI Octagon Floating Rate & Alternative Income Term Trust (NYSE: XFLT) (XFLT or the Trust).

Key Points: 
  • XA Investments (XAI), a Chicago-based alternative asset manager, celebrates the 5th anniversary of the XAI Octagon Floating Rate & Alternative Income Term Trust (NYSE: XFLT) (XFLT or the Trust).
  • The investment objective of the Trust is to seek attractive total returns with an emphasis on income generation across multiple stages of the credit cycle.
  • Under normal market conditions, the Trust will invest at least 80% of its Managed Assets in floating rate credit instruments and other structured credit investments.
  • Gretchen Lam, Senior Portfolio Manager at Octagon noted, We are delighted to commemorate XFLTs 5-year anniversary.

Roundhill's NERD ETF Announces Name and Index Changes

Retrieved on: 
Tuesday, September 27, 2022
FIFA, Video game industry, Call, Activision Blizzard, U.S. Bancorp, Electronic Arts, Gamer Network, AR, Risk, Round Hill, LLC, Mario, Acquisition, Call of Duty, Investment, Growth, Intellectual property, Microsoft, Industry, ETF, Television, History, Publishing, Lovell Minnick Partners, Nasdaq, Inc., Corporation, Grand Theft Auto, EA, NERD, PC, Video, Music, Research, Prospectus, VR, Patent, Security (finance), Video game, Financial adviser, Pokémon, Index, Nasdaq, Nintendo

NEW YORK, Sept. 27, 2022 /PRNewswire/ -- Roundhill Investments is pleased to announce several updates to its NERD ETF, including a new underlying index and fund name.

Key Points: 
  • NEW YORK, Sept. 27, 2022 /PRNewswire/ -- Roundhill Investments is pleased to announce several updates to its NERD ETF, including a new underlying index and fund name.
  • Effective at close of business on September 26, 2022, the NERD ETF's name changed to the Roundhill Video Games ETF , reflecting its revised focus on pure-play gaming software.
  • The Index also excludes video game companies domiciled in China and Russia, potentially reducing geopolitical risks to the portfolio.
  • For a prospectus or summary prospectus with this and other information about the NERD ETF please call 1-855-561-5728 or visit the website https://www.roundhillinvestments.com/etf/nerd/ .

AllianzIM Announces New Ticker Symbols for Eight Buffered Outcome ETFs

Retrieved on: 
Monday, September 26, 2022
Accounting, Professional Services, Insurance, Finance, Fund, Allianz, Risk, LLC, Dow Jones, Ethisphere Institute, S&P, Industry, Allianz Life, ETF, Lovell Minnick Partners, Standard, Major League, Goal, Solution, SPDR, Trust, Prospectus, Buffer, Life insurance, Financial adviser, Index

For more information on the AllianzIM Buffered Outcome ETFs suite, please visit www.allianzIM.com .

Key Points: 
  • For more information on the AllianzIM Buffered Outcome ETFs suite, please visit www.allianzIM.com .
  • Investors may lose their entire investment, regardless of when they purchase shares, and even if they hold shares for an entire Outcome Period.
  • Full extent of Caps and Buffers only apply if held for stated Outcome Period and are not guaranteed.
  • Allianz Life is a proud sponsor of Allianz Field in St. Paul, Minnesota, home of Major League Soccers Minnesota United.

WisdomTree Launches Emerging Markets ex-China Fund (XC)

Retrieved on: 
Thursday, September 22, 2022
WisdomTree Investments, ESG, XC, NYSE, Risk, LLC, Wisdom, Growth, Investment, Local government, Government, ETF, Global Industry Classification Standard, ETP, Ownership, Lovell Minnick Partners, Communication services sector reshuffle, NASDAQ, State-owned enterprise, WETF, Prospectus, GLOBE, Financial services, Bank, Financial adviser, Fund, Index

XC seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Emerging Markets ex-China Index (WTEMXC)1 and has an expense ratio of 0.32%.

Key Points: 
  • XC seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Emerging Markets ex-China Index (WTEMXC)1 and has an expense ratio of 0.32%.
  • XC will allow investors to combine with other China-specific exposures - like the WisdomTree China ex-State-Owned Enterprises Fund (CXSE) - to scale their exposure to any desired balance between China and other emerging markets.
  • Investments in emerging markets are generally less liquid and less efficient than investments in developed markets and are subject to additional risks.
  • 1 The Wisdom Tree Emerging Markets ex-China Index measures the performance of emerging markets stocks {excluding China) that are not state-owned enterprises.