Kurv Investment Management Completes Reorganization of Yield Premium Suite to Proprietary Trust
Kurv Investment Management Completes Reorganization of Yield Premium Suite to Proprietary Trust
San Francisco, November 19, 2024 — Kurv Investment Management, an ETF provider of tax-efficient, institutional-grade investment strategies, announces the successful reorganization of its Yield Premium Suite ETFs into the Kurv ETF Trust. This transition marks a significant milestone in the company’s growth and operational evolution.
The Yield Premium Suite includes:
Kurv Yield Premium Strategy Amazon (AMZN) ETF
Kurv Yield Premium Strategy Apple (AAPL) ETF
Kurv Yield Premium Strategy Google (GOOGL) ETF
Kurv Yield Premium Strategy Microsoft (MSFT) ETF
Kurv Yield Premium Strategy Netflix (NFLX) ETF
Kurv Yield Premium Strategy Tesla (TSLA) ETF
By consolidating all ETFs under the Kurv ETF Trust, Kurv Investment Management enhances operational control, efficiency, and direct oversight of its innovative product suite.
“Bringing the Yield Premium ETF suite, together with the Tech Titans ETF, under the Kurv ETF Trust umbrella is a testament to the rapid growth and success of our firm,” said Howard Chan, CEO of Kurv Investment Management. “This move positions us to better serve our advisors and investors with greater agility and streamlined operations, without compromising the investment strategies or objectives that have made these products so compelling.”
This change does not affect each Fund’s name, investment objective, investment strategy, risks, investment policies, ticker symbols, performance history, or expense ratios. The reorganization has no effect on the value of a shareholder’s investment.
Investors can continue to look to the Yield Premium Suite for its actively managed, tax-efficient, and income-generating solutions across the largest and most widely used technology stocks.
About Kurv Investment Management
Kurv Investment Management is a tax-aware, option-based investment manager founded by a team of highly experienced professionals from industry-leading firms. Kurv Investment Management removes costly and complicated barriers to entry and streamlines management and reporting to serve its mission to democratize access to high-caliber portfolio tools and investment options previously reserved for only the largest institutional investors.
Contacts
Client Service Contact
clientsolutions@kurvinvest.com
Media
Gregory FCA for Kurv Investment Management
Erin Jacob
(609) 774-7898
Investors should carefully consider the investment objectives, risks, charges and expenses of Exchange Traded Funds (ETFs) before investing. To obtain an ETF's prospectus or summary prospectus containing this and other important information, please call (833) 955-5878 or visit kurvinvest.com. Please read the prospectus or summary prospectus carefully before you invest.
Investing in the funds involves a high degree of risk. Principal loss is possible.
Yield Premium Suite ETFs Risks: An investment in the Fund involves risk, including the possible loss of principal. The Fund is non-diversified and includes risks associated with the Fund concentrating its investments in a particular security, industry, sector, or geographic region which can result in increased volatility. The Fund's investments in derivatives such as futures contracts and swaps may pose risks in addition to, and greater than, those associated with directly investing in securities or other investments, including imperfect correlations with underlying investments or the Fund's other portfolio holdings, higher price volatility, lack of availability. As a result, the value of an investment in the Fund may change quickly and without warning.
Distributor: Foreside Fund Services, LLC.