Advertisement
Screener

Kurv Investment Management LLC Historic Quarter Change: USA ETF, Added

Kurv Investment Management LLC historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Kurv Investment Management LLC opened 7 positions, added to 7, reduced 0 and sold out of 2.

  • Q2 2026: Stock VGK; Country of operation —; Class FTSE EUROPE ETF; Shares before 12,460.
  • Q2 2026: Stock TSLP; Country of operation —; Class KURV YIELD PREM; Shares before 42,578.
  • Q2 2026: Stock SIL; Country of operation —; Class GLOBAL X SILVER; Shares before 27,946.
  • Q2 2026: Stock GDX; Country of operation —; Class GOLD MINERS ETF; Shares before 26,344.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2027462), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026VGK
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF12,46014,350+1,890$995,180$1,270,549+$275,3692026-08-13
Q2 2026TSLP
KURV ETF TR
KURV YIELD PREM42,57848,506+5,928$731,490$923,224+$191,7342026-08-13
Q2 2026SIL
GLOBAL X FDS
GLOBAL X SILVER27,94632,185+4,239$2,334,888$2,493,050+$158,1622026-08-13
Q2 2026GDX
VANECK ETF TRUST
GOLD MINERS ETF26,34430,340+3,996$2,260,052$2,289,153+$29,1012026-08-13
Q1 2026SIL
GLOBAL X FDS
GLOBAL X SILVER18,93927,946+9,007$1,581,785$2,334,888+$753,1032026-05-15
Q1 2026GDX
VANECK ETF TRUST
GOLD MINERS ETF17,97626,344+8,368$1,541,802$2,260,052+$718,2502026-05-15
Q1 2026TSLP
KURV ETF TR
KURV YIELD PREM34,71242,578+7,866$832,741$731,490-$101,2512026-05-15

Similar Firms

Firm NameCountry13F ValueHoldings
Capital Today Evergreen Fund, L.P.Cayman Islands$0.173B3
Forbes Financial Planning, Inc.United States$0.173B38
Dynamic Wealth Strategies, LLCUnited States$0.173B288
Marest Capital, LLCUnited States$0.173B29
Innovative Asset Advisors Group, LLCUnited States$0.173B1,040
Royalty Pharma Sub-Manager, LLCUnited States$0.173B4
Coordinated Financial Services, Inc.United States$0.173B176
PETERSON WEALTH MANAGEMENTUnited States$0.172B166
Godshalk Welsh Capital Management, Inc.United States$0.172B129
GOLDEN ROAD ADVISORS LLCUnited States$0.174B53