Lovell Minnick Partners

Defiance Launches $JEPY, the Only ETF to Utilize Daily Options (0DTE) on the S&P 500 for Enhanced Income, Paid Monthly.

Retrieved on: 
Tuesday, September 19, 2023
Asset Management, Professional Services, Finance, Uncertainty, Risk, ETF, Lovell Minnick Partners, Trust, NAV, Multimedia, History, Adviser, Sale, Prospectus, Pandemic, Investment, Machine learning, Artificial intelligence, Fund, Financial adviser, Security (finance), Renewable energy, Risk management, Life insurance, Cryptocurrency, Defiance, Index

Defiance ETFs, a pioneer in thematic and income ETFs, proudly introduces JEPY, the Defiance S&P 500 Enhanced Option Income ETF.

Key Points: 
  • Defiance ETFs, a pioneer in thematic and income ETFs, proudly introduces JEPY, the Defiance S&P 500 Enhanced Option Income ETF.
  • JEPY , an actively managed put-write ETF, harnesses the power of daily options (0DTE) to augment income, distributed on a monthly basis, on the S&P 500 index.
  • (Graphic: Business Wire)
    "JEPY has the potential to reshape S&P 500 options income strategies within the ETF landscape, offering investors a new paradigm for income generation."
  • Daily Options (0DTE): JEPY utilizes daily options to maximize income potential, providing investors with the potential to enhance their income stream.

Net At Work Receives Growth Investment from Lovell Minnick Partners

Retrieved on: 
Tuesday, September 19, 2023
Net, LLP, Partnership, Bath & Body Works, Inc., Work, Luigi, Investment, Lovell Minnick Partners, Growth, Entrepreneurship, CIO, LMP, Management

NEW YORK and PHILADELPHIA, Sept. 19, 2023 /PRNewswire/ -- Net at Work Inc. (the "Company"), North America's largest provider of next-generation, digital operations platform technology solutions for small-to-medium sized businesses ("SMBs"), announced today that it has received a growth investment from Lovell Minnick Partners LLC ("LMP"), a private equity firm focused on investments in financial services, business services, and financial technology companies. This strategic partnership will propel Net at Work's expansion and further enhance its ability to deliver innovative technology solutions to businesses across the globe. Terms of the transaction were not disclosed.

Key Points: 
  • "This investment from Lovell Minnick Partners is a significant milestone for Net at Work," said Alex Solomon, Co-Founder and Co-CEO of Net at Work.
  • The investment from LMP will provide Net at Work with significant capital to pursue acquisitions and make growth investments in the business.
  • "We are excited to work alongside the talented team at Net at Work to support their growth objectives and contribute to their ongoing success."
  • Harris Williams served as financial advisor, Netrex served as capital markets advisor, and Goodwin Procter LLP acted as legal counsel to Lovell Minnick Partners.

YieldMax™ ETFs Announces Monthly Distributions on TSLY, OARK, APLY, NVDY, AMZY, FBY, GOOY and NFLY

Retrieved on: 
Thursday, September 7, 2023
ARK, META, Risk, ETF, DIS, Investment, Option contract, Funding, GOOGL, Lovell Minnick Partners, NVDA, Falmouth Foreside, Maine, Trust, Unitary state, TSLA, NAV, AMZN, AND, COIN, History, Government, Adviser, Sale, AAPL, XOM, Prospectus, O'Hara, U.S. Treasury, Capital gain, MSFT, GOOY, 7-day SEC yield, NFLX, TRUST, Life insurance, Financial adviser, Telescopic sight, Security (finance), Fund

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.

**Defiance Launches QQQY, the First ETF to Utilize Daily Options (0DTE) for Enhanced Income

Retrieved on: 
Thursday, September 14, 2023
Banking, Professional Services, Finance, Risk, ETF, Lovell Minnick Partners, Trust, NAV, Multimedia, History, Defiance Flour Mill, Toowoomba, Adviser, Sale, Prospectus, Investment, Machine learning, Artificial intelligence, Fund, Security (finance), Life insurance, Manufacturing, Cryptocurrency, Financial adviser, Defiance, Index

The Defiance Nasdaq-100 Enhanced Option Income ETF (QQQY) marks the first-ever ETF to utilize daily options (0DTE) for enhanced income generation, paid on a monthly basis.

Key Points: 
  • The Defiance Nasdaq-100 Enhanced Option Income ETF (QQQY) marks the first-ever ETF to utilize daily options (0DTE) for enhanced income generation, paid on a monthly basis.
  • View the full release here: https://www.businesswire.com/news/home/20230913165646/en/
    The Defiance Nasdaq-100 Enhanced Option Income ETF (QQQY) (Graphic: Business Wire)
    "We're thrilled to introduce QQQY to the market.
  • The daily notional trading value of 0DTE options has skyrocketed to about $1 trillion1," stated Sylvia Jablonski, Chief Executive Officer at Defiance ETFs.
  • With daily options at the core of these products, we're seeking to unlock a new dimension of income generation within the ETF space."

Brookfield Real Assets Income Fund Inc. Sets Distribution Rate and Declares Monthly Distributions

Retrieved on: 
Tuesday, August 29, 2023
PSG, Lovell Minnick Partners, Calendar, Fund, Risk, Financial adviser, Life insurance

Shares purchased on or after the applicable ex-distribution dates will not receive the distributions discussed above.

Key Points: 
  • Shares purchased on or after the applicable ex-distribution dates will not receive the distributions discussed above.
  • Distributions may include net investment income, capital gains and/or return of capital.
  • 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.

Nicholas Wealth Announces Distribution on FIAX ETF

Retrieved on: 
Tuesday, August 22, 2023
Lovell Minnick Partners, Treasury, Risk, Falmouth Foreside, Maine, Prospectus, ETF, Fund, Investment, History, YTM, Security (finance), Life insurance

Investors should consider the investment objectives, risks, charges and expenses carefully before investing.

Key Points: 
  • Investors should consider the investment objectives, risks, charges and expenses carefully before investing.
  • For a prospectus or summary prospectus with this and other information about the Fund, please call (855) 563-6900 or visit our website at www.nicholasx.com .
  • Yield to Maturity: Yield to maturity (YTM) is the total return anticipated on a bond if the bond is held until it matures.
  • Foreside is not affiliated with Nicholas Wealth.

Center Coast Brookfield MLP & Energy Infrastructure Fund Announces Shareholder Approval of its Reorganization into Center Coast Brookfield Midstream Focus Fund

Retrieved on: 
Wednesday, August 16, 2023
Lovell Minnick Partners, Financial adviser, Person, CEN, Prospectus, Risk, Special, Security (finance), Fund, NYSE, Corporate action

NEW YORK, Aug. 16, 2023 (GLOBE NEWSWIRE) -- Center Coast Brookfield MLP & Energy Infrastructure Fund (NYSE: CEN) announced that at the Special Meeting of Shareholders held today shareholders approved the proposed reorganization of CEN into Center Coast Brookfield Midstream Focus Fund (the “Reorganization”).

Key Points: 
  • NEW YORK, Aug. 16, 2023 (GLOBE NEWSWIRE) -- Center Coast Brookfield MLP & Energy Infrastructure Fund (NYSE: CEN) announced that at the Special Meeting of Shareholders held today shareholders approved the proposed reorganization of CEN into Center Coast Brookfield Midstream Focus Fund (the “Reorganization”).
  • Detailed information on the Reorganization is contained in the Joint Proxy Statement/Prospectus previously filed with the SEC.
  • Quasar Distributors, LLC is the distributor of Brookfield Investment Funds (U.S. Mutual Funds) and Brookfield Public Securities Group LLC is the Investment Adviser.
  • Foreside Fund Services, LLC, distributor and sub-placement agent for Center Coast Brookfield MLP & Energy Infrastructure Fund.

Academy Asset Management Launches the Academy Veteran Impact ETF (NYSE: VETZ)

Retrieved on: 
Tuesday, August 8, 2023
Banking, Accounting, Professional Services, Public Policy, Government, Small Business, People with Disabilities, Military, Consumer, Veterans, Other Professional Services, Defense, Legal, Human Resources, Finance, Asset Management, Homeland Security, Consulting, Maker, Survivor, Organic, Risk, MBS, Fannie Mae, Lovell Minnick Partners, Quality of life, Unitary state, TBA, Veteran, Jane Street Capital, ETF, Prospectus, Freddie Mac, Service-Disabled Veteran-Owned Small Business, Fund, NYSE, VETZ, Real estate, Financial adviser, Security (finance)

Academy Asset Management, a SEC registered investment adviser, certified Disabled Veteran Business Enterprise (DVBE), and Service Disabled Veteran Owned Business (SDVOB), announced the launch of the Academy Veteran Impact ETF (NYSE: VETZ), the first publicly traded ETF to primarily invest in loans to U.S. service members, military veterans, their survivors, and veteran-owned businesses.

Key Points: 
  • Academy Asset Management, a SEC registered investment adviser, certified Disabled Veteran Business Enterprise (DVBE), and Service Disabled Veteran Owned Business (SDVOB), announced the launch of the Academy Veteran Impact ETF (NYSE: VETZ), the first publicly traded ETF to primarily invest in loans to U.S. service members, military veterans, their survivors, and veteran-owned businesses.
  • Academy Asset Management serves as the fund’s sub-adviser, is Veteran owned and operated, and is committed to opportunities for veterans, primarily through its social mission to hire, train, and mentor military veterans.
  • “We are extremely excited as we unveil this groundbreaking ETF, poised to make a profound impact on veterans,” stated Academy Asset Management’s CIO Seth Rosenthal, “This ETF reaches new heights in our dedication to support those who have served.”
    Academy Asset Management is a preeminent disabled veteran-owned SEC registered investment adviser focused on fixed-income funds and separately managed accounts.
  • Academy Asset Management is our nation’s first post-9/11 disabled veteran owned institutional asset manager.

YieldMax™ Announces Monthly Distributions on TSLY, OARK, APLY and NVDY ETFs

Retrieved on: 
Thursday, August 3, 2023
ARK, Communication, Travel, Communication services sector reshuffle, Information, GOOGLE, Internet, Falmouth Foreside, Maine, NAV, TESLA, Adviser, Amazon (company), Google Search, Apple Inc., Investment, Risk, Meta Platforms, Software, META, Theft, OR, AND, AMZN, Prospectus, Capital gain, Growth, Information services, TRUST, Intellectual property, ETF, APPLE, ARKK, GOOGL, Trust, Government, NVDIA, Tesla, Inc., AAPL, 7-day SEC yield, Lovell Minnick Partners, NVDA, GOOY, Life insurance, Financial adviser, Security (finance), Financial services, Risk management, Online shopping, TSLA, Fund

Investors in the Fund(s) will not have rights to receive dividends or other distributions with respect to the underlying reference asset.

Key Points: 
  • Investors in the Fund(s) will not have rights to receive dividends or other distributions with respect to the underlying reference asset.
  • The Distribution Rate and 30-Day SEC Yield are not indicative of future distributions, if any, on the ETFs.
  • In particular, future distributions on any ETF may differ significantly from its Distribution Rate or 30-Day SEC Yield.
  • Distributions for the ETFs (if any) are variable and may vary significantly from month to month and may be zero.

SoFi Weekly Income ETF (NYSE Arca: TGIF) Increases Weekly Distribution

Retrieved on: 
Tuesday, July 18, 2023
Crypto, Loss, ETF, Registered representative (securities), Investment, Manager, Lovell Minnick Partners, Falmouth Foreside, Maine, NAV, Financial Crimes Enforcement Network, Social finance, Sale, Prospectus, Digital asset, Risk, Financial adviser, Money services business, APEX, Fund, SoFi, Security (finance), Bank

The Fund seeks to provide weekly income by investing in investment grade and high-yield fixed income securities.

Key Points: 
  • The Fund seeks to provide weekly income by investing in investment grade and high-yield fixed income securities.
  • 1) Automated Investing and advisory services are provided by SoFi Wealth LLC, an SEC-registered investment adviser (“SoFi Wealth“).
  • 2) Active Investing and brokerage services are provided by SoFi Securities LLC, Member FINRA(www.finra.org)/SIPC(www.sipc.org), (“SoFi Securities").
  • For additional disclosures related to the SoFi Invest platforms described above, including state licensure of SoFi Digital Assets, LLC, please visit SoFi.com/legal.