Kurv ETF Trust - Kurv U.S. Large Cap TaxOptimized ETF
LCTO
Chicago Board Options Exchange- -
USD
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- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 1 Letterman Drive, Building C, Suite 3-500 San Francisco CA United States of America 94129
- IPO Date
- Jul 7, 2026
- Similar Companies
- Business
- Kurv ETF Trust—Kurv U.S. Large Cap TaxOptimized ETF (Cboe BZX: LCTO) is an actively managed U.S.-domiciled exchange-traded fund that seeks to maximize total return, with a secondary objective of maximizing risk-adjusted after-tax current income. The Fund provides U.S. large-cap equity exposure principally through investments in exchange-traded funds holding U.S. large-cap companies, direct equity investments and derivatives, including options, futures and swaps on U.S. large-cap securities and ETFs. It employs a portable-alpha-oriented portfolio construction approach intended to seek performance in excess of the S&P 500 Index while maintaining a tax-aware income sleeve. The Fund’s collateral and income portfolio includes municipal bonds, municipal-bond ETFs, preferred securities and preferred-security instruments; it may also invest in non-municipal bonds, other debt securities and related ETFs issued by U.S. and non-U.S. public- and private-sector entities. LCTO targets investors seeking core U.S. large-cap market exposure combined with actively managed, potentially tax-efficient income generation from tax-advantaged fixed-income assets and preferred securities. The Fund may invest in instruments of varying maturities and durations and normally uses options on U.S. large-cap equities and large-cap ETFs in an effort to match or exceed the benchmark’s daily performance. Kurv U.S. Large Cap TaxOptimized ETF was formed and commenced trading in July 2026, representing a recent expansion of Kurv Investment Management LLC’s actively managed ETF platform. The launch introduced a strategy that combines U.S. large-cap equity beta with active collateral management and municipal-bond and preferred-security exposure, positioning tax-efficient income and institutional-style portable-alpha portfolio management for a broader investor base. The Fund is listed on Cboe BZX Exchange, Inc. and is distributed by Foreside Fund Services LLC. Kurv Investment Management LLC, headquartered at 1 Letterman Drive, Building C, Suite 3-500, San Francisco, California, serves as investment adviser and developed the Fund’s investment strategy. Kurv Investment Management LLC is a wholly owned subsidiary of Kurv Investment, Inc.; Kurv ETF Trust is an open-end management investment company.