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

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

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 GOOP; Country of operation —; Class KURV YIELD PREM; Shares before 0.
  • Q2 2026: Stock CLOA; Country of operation —; Class ISHARES AAA CLO; Shares before 0.
  • Q2 2026: Stock ICSH; Country of operation —; Class ULTRA SHORT DUR; Shares before 0.
  • Q2 2026: Stock VUSB; Country of operation —; Class VANGUARD ULTRA; Shares before 0.

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 2026GOOP
KURV ETF TR
KURV YIELD PREM016,676+16,676$0$676,379+$676,3792026-08-13
Q2 2026CLOA
BLACKROCK ETF TRUST II
ISHARES AAA CLO011,552+11,552$0$599,664+$599,6642026-08-13
Q2 2026ICSH
ISHARES TR
ULTRA SHORT DUR011,840+11,840$0$598,867+$598,8672026-08-13
Q2 2026VUSB
VANGUARD BD INDEX FDS
VANGUARD ULTRA08,016+8,016$0$399,036+$399,0362026-08-13
Q2 2026IBHG
ISHARES TR
IBON 2027 TE ETF018,032+18,032$0$398,147+$398,1472026-08-13
Q1 2026VGK
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF012,460+12,460$0$995,180+$995,1802026-05-15
Q1 2026AMZP
KURV ETF TR
KURV YIELD PREM014,648+14,648$0$460,746+$460,7462026-05-15

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