Lovell Minnick Partners

Innovator Announces Launch of Equity Defined Protection ETF

Retrieved on: 
Tuesday, July 18, 2023
OCC, S&P, Risk, ETF, SPY, Funding, Lovell Minnick Partners, FLEX, Sale, Prospectus, Option, Innovation, Options Clearing Corporation, Fund, Security (finance), Financial adviser, Life insurance, AUM

CHICAGO, July 18, 2023 (GLOBE NEWSWIRE) -- Innovator Capital Management , LLC (Innovator), pioneer and provider of the largest lineup of Defined Outcome ETFs, today announced the launch of the Equity Defined Protection ETF (TJUL).

Key Points: 
  • CHICAGO, July 18, 2023 (GLOBE NEWSWIRE) -- Innovator Capital Management , LLC (Innovator), pioneer and provider of the largest lineup of Defined Outcome ETFs, today announced the launch of the Equity Defined Protection ETF (TJUL).
  • With the availability of these strategies now in the ETF structure, investors have flocked to defined outcome ETFs, bringing Innovator’s suite to over $13 billion in AUM (as of 7/17/2023).
  • The Equity Defined Protection ETF expands Innovator’s industry-leading range of defined outcome offerings.
  • With this strategy, Innovator hopes to help investors shift their portfolios for downside risk, without having to sacrifice equity market exposure by moving to cash.

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

Retrieved on: 
Thursday, July 6, 2023
ARK, Risk, ETF, APPLE, ARKK, Lovell Minnick Partners, OR, NVDA, Falmouth Foreside, Maine, Trust, AND, NAV, TESLA, Adviser, Prospectus, NVDIA, Tesla, Inc., AAPL, Apple Inc., Capital gain, Growth, Fund, 7-day SEC yield, TRUST, Life insurance, Financial adviser, Security (finance), Financial services, Risk management, TSLA

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.
  • Distributions may also include a combination of ordinary dividends, capital gain, and return of investor capital, which may decrease an ETF’s NAV and trading price over time.
  • 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.

Innovator Announces Launch of Second Series of Premium Income Barrier ETFs™ and Upside Caps on Defined Outcome ETFs™

Retrieved on: 
Saturday, July 1, 2023
OCC, ETF, Funding, Barrier option, Outcome, Lovell Minnick Partners, O'Hara, U.S. Treasury, NAV, FLEX, Financial accelerator, Prospectus, Yield, Option, Risk, Distribution, Options Clearing Corporation, Fund, Option style, Life insurance, Security (finance), Barrier

The Outcomes may only be realized by investors who continuously hold Shares from the commencement of the Outcome Period until its conclusion.

Key Points: 
  • The Outcomes may only be realized by investors who continuously hold Shares from the commencement of the Outcome Period until its conclusion.
  • There are material differences between traditional fixed income asset classes and the Innovator Barrier ETFs, which seek to provide a high level of income.
  • The value of fixed income products is tied to the value of the fixed income instruments the products hold.
  • Within a corporate capital structure, equity is generally subordinate to fixed income assets and, as such, carries a higher level of risk than fixed income assets.

Siegel-WisdomTree Longevity and Siegel-WisdomTree Global Equity Models Now Available on LPL’s Model Wealth Portfolios Platform

Retrieved on: 
Thursday, June 29, 2023
Other Professional Services, Data Analytics, Finance, Asset Management, Consulting, Banking, Professional Services, Fintech, International, University, Wharton School of the University of Pennsylvania, Lovell Minnick Partners, Longevity, Accounting, NYSE, Retail, Prospectus, ETF, Architecture, Growth, LPL, MWP, Financial adviser, Financial services, WisdomTree Investments

WisdomTree, Inc. (NYSE: WT), a global financial innovator, announced that its Siegel-WisdomTree Longevity and Siegel-WisdomTree Global Equity Models are now available on LPL Financial’s unified managed account platform Model Wealth Portfolios (MWP).

Key Points: 
  • WisdomTree, Inc. (NYSE: WT), a global financial innovator, announced that its Siegel-WisdomTree Longevity and Siegel-WisdomTree Global Equity Models are now available on LPL Financial’s unified managed account platform Model Wealth Portfolios (MWP).
  • “Joining the Model Wealth Portfolios Platform marks an exciting new chapter in WisdomTree and LPL’s relationship.
  • Siegel-WisdomTree Global Equity Model Portfolio:
    Seeks to provide a diversified exposure to U.S. and International stocks and tilts toward the same factors as the Longevity Model.
  • He serves on the Model Portfolio Investment Committee for the Siegel-WisdomTree Model Portfolios of WisdomTree, which develops and rebalances WisdomTree's Model Portfolios.

WisdomTree Launches CORBU x WT PolyMacro Model Portfolios

Retrieved on: 
Tuesday, June 27, 2023
Technology, Finance, Consulting, Fintech, Banking, Professional Services, Data Analytics, Asset Management, Data Management, Federal Reserve, Portfolio manager, ETF, WhiteBoard Product Solutions, Lovell Minnick Partners, Policy, Research, Accounting, Judgement, Prospectus, POV, Growth, NYSE, Financial adviser, Renewable energy, WisdomTree Investments

The CORBU x WT PolyMacro Model Portfolios and any related content are for informational use only and are not intended to provide, and should not be relied on for, tax, legal, accounting, investment or financial planning advice by WisdomTree, nor should any CORBU x WT PolyMacro Model Portfolio information be considered or relied upon as investment advice or as a recommendation from WisdomTree, including regarding the use or suitability of any CORBU x WT PolyMacro Model Portfolio, any particular security or any particular strategy.

Key Points: 
  • The CORBU x WT PolyMacro Model Portfolios and any related content are for informational use only and are not intended to provide, and should not be relied on for, tax, legal, accounting, investment or financial planning advice by WisdomTree, nor should any CORBU x WT PolyMacro Model Portfolio information be considered or relied upon as investment advice or as a recommendation from WisdomTree, including regarding the use or suitability of any CORBU x WT PolyMacro Model Portfolio, any particular security or any particular strategy.
  • The CORBU x WT PolyMacro Model Portfolios are not intended to constitute investment advice or investment recommendations from WisdomTree.
  • Information concerning the CORBU x WT PolyMacro Model Portfolios – including holdings, performance, and other characteristics – may vary materially from any portfolios or accounts derived from the CORBU x WT PolyMacro Model Portfolios.
  • WisdomTree is also not responsible for determining the suitability or appropriateness of a strategy based on the CORBU x WT PolyMacro Model Portfolios.

Innovator Announces Upside Cap Ranges on 17 Defined Outcome ETFs™ and Listing of Four New Premium Income Barrier ETFs™

Retrieved on: 
Monday, June 26, 2023
OCC, Risk, ETF, Funding, Barrier option, Outcome, Lovell Minnick Partners, O'Hara, U.S. Treasury, NAV, FLEX, Financial accelerator, Prospectus, Yield, Option, Distribution, Options Clearing Corporation, Fund, Option style, Life insurance, Security (finance), Barrier

The Outcomes may only be realized by investors who continuously hold Shares from the commencement of the Outcome Period until its conclusion.

Key Points: 
  • The Outcomes may only be realized by investors who continuously hold Shares from the commencement of the Outcome Period until its conclusion.
  • There are material differences between traditional fixed income asset classes and the Innovator Barrier ETFs, which seek to provide a high level of income.
  • The value of fixed income products is tied to the value of the fixed income instruments the products hold.
  • Within a corporate capital structure, equity is generally subordinate to fixed income assets and, as such, carries a higher level of risk than fixed income assets.

WisdomTree Announces ETF Share Splits

Retrieved on: 
Monday, June 26, 2023
Professional Services, Finance, Lovell Minnick Partners, WisdomTree Investments, Prospectus, ETF, Fund, Investment, Capital gain, Security (finance)

The WisdomTree Capital Markets team is continually evaluating the suite of WisdomTree funds for potential operational or other changes that seek to benefit investors, with particular focus on ETF trading.

Key Points: 
  • The WisdomTree Capital Markets team is continually evaluating the suite of WisdomTree funds for potential operational or other changes that seek to benefit investors, with particular focus on ETF trading.
  • WisdomTree Funds are sold by prospectus only.
  • You should carefully consider the investment objectives, risks, charges and expenses of the WisdomTree Funds before making an investment decision.
  • WisdomTree Funds are distributed in the U.S. by Foreside Fund Services, LLC.

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

Retrieved on: 
Tuesday, June 6, 2023
ARK, Risk, ETF, APPLE, ARKK, Lovell Minnick Partners, OR, NVDA, Falmouth Foreside, Maine, Trust, AND, NAV, TESLA, Adviser, Prospectus, NVDIA, Tesla, Inc., AAPL, Apple Inc., Capital gain, Growth, Fund, 7-day SEC yield, TRUST, Life insurance, Security (finance), Financial adviser, Financial services, Risk management, TSLA

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.
  • Distributions may also include a combination of ordinary dividends, capital gain, and return of investor capital, which may decrease an ETF’s NAV and trading price over time.
  • 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.

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

Retrieved on: 
Thursday, May 4, 2023
Lovell Minnick Partners, 7-day SEC yield, Current yield, Falmouth Foreside, Maine, ETF, NAV, Risk, Security (finance), Financial adviser

The Current Yield 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 Current Yield 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.
  • 3 The 30-Day SEC Yield for TSLY is 4.14%, the 30-Day SEC Yield for OARK is 3.30% and the 30-Day SEC Yield for APLY is 0.00%.
  • The Current Yield and 30-Day SEC Yield is not indicative of future distributions, if any, on the ETFs.
  • In particular, future distributions on any ETF may differ significantly from its Current Yield or 30-Day SEC Yield.

STP Investment Services Appoints Industry Veteran David Whitaker to Strengthen Leadership Team

Retrieved on: 
Tuesday, April 18, 2023
Professional Services, Data Management, Technology, Software, Finance, Fintech, Banking, Software as a service, STP, Falmouth Foreside, Maine, Sale, Strategy, Lovell Minnick Partners, Growth, LMP, Corporate development, Management

STP Investment Services (STP), a global, end-to-end investment operations service provider that services more than $400 billion in total assets, has hired David Whitaker as its Head of Strategy & Corporate Development.

Key Points: 
  • STP Investment Services (STP), a global, end-to-end investment operations service provider that services more than $400 billion in total assets, has hired David Whitaker as its Head of Strategy & Corporate Development.
  • Whitaker will leverage his deep and long-tenured industry experience to help STP advance its organic and inorganic growth strategies.
  • STP provides a broad range of services and SaaS offerings for the financial services industry with capabilities to process all asset classes and meet ever-evolving business requirements.
  • With more than 270 employees around the world, STP services clients representing more than $400 billion in assets serviced.