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4 Closed-End Fund Buys (And 1 Sell) In The Month Of August 2025
Seeking Alpha· 2025-09-15 22:06
To see all that our exclusive membership has to offer, sign up for a free trial by clicking on the button below! Nick Ackerman is a former financial advisor using his experience to provide coverage on closed-end funds and exchange-traded funds. Nick has previously held Series 7 and Series 66 licenses and has been investing personally for over 14 years. Analyst's Disclosure:I/we have a beneficial long position in the shares of OXLC, DPG, ASGI, ETV, XFLT either through stock ownership, options, or other deriv ...
SOR: 60/40 CEF Chugging Along (NYSE:SOR)
Seeking Alpha· 2025-09-15 22:00
Source Capital (NYSE: SOR ) is a closed-end fund we have covered in the past on the Seeking Alpha platform. We last wrote about the name in December 2024, when we downgraded the fund toWith an investment banking cash and derivatives trading background, Binary Tree Analytics ('BTA') aims to provide transparency and analytics in respect to capital markets instruments and trades. BTA focuses on CEFs, ETFs and Special Situations, and aims to deliver high annualized returns with a low volatility profile. We have ...
SOR: 60/40 CEF Chugging Along
Seeking Alpha· 2025-09-15 22:00
Source Capital (NYSE: SOR ) is a closed-end fund we have covered in the past on the Seeking Alpha platform. We last wrote about the name in December 2024, when we downgraded the fund toWith an investment banking cash and derivatives trading background, Binary Tree Analytics ('BTA') aims to provide transparency and analytics in respect to capital markets instruments and trades. BTA focuses on CEFs, ETFs and Special Situations, and aims to deliver high annualized returns with a low volatility profile. We have ...
Gen Z investors are chasing ‘eye-popping yields’ to free them from their 9-to-5s — but are the risks worth it?
Yahoo Finance· 2025-09-14 18:30
It’s a strategy you may be interested in, too. But it’s important to understand the pros and cons.Bloomberg reports that these aggressive ETFs boasting yields upward of 8% have quadrupled in size in just three years to about $160 billion.But while investing in dividend-paying stocks or dividend ETFs (exchange-traded funds) is a fairly tried and true strategy, now, investors are taking that concept to a new level with a another type of ETF “offering eye-popping yields generated by complex derivatives.”Chasin ...
Breadth Breakout Drives Market Higher As Investors Remain Skeptical
Forbes· 2025-09-14 03:45
市场表现 - 9月以来SPDR S&P 500 (SPY)上涨2.1% Invesco QQQ Trust (QQQ)上涨2.9% 标普500和道琼斯工业平均指数创历史新高 [1] - NYSE综合指数本月多数时间交易于年度R1阻力位20,903之上 上周高点达21,056 年度R2阻力位22,252较当前收盘价高4.1% [2] - QQQ突破8月高点583.32美元 完成583.32-551.56交易区间 预示目标位615美元区域 上周突破年度R1阻力572.08美元 [6] 涨跌线指标 - NYSE全市场涨跌线5月突破阻力位b后创历史新高c 8月下旬再次领涨并创令人信服的新高 9月继续飙升 [3] - NDX100涨跌线7月25日见顶a后形成更低高点 周五跌破WMA均线 若跌破关键支撑位b将预示深度回调 [8] - 尽管上周四六大涨跌线强劲 NYSE涨跌比超4:1正面 但周五转为2:1负面 S&P500中54%个股下跌 S&P1500中65%收跌 [5] 投资者情绪 - AAII调查显示49.5%受访者对未来六个月股市持悲观态度 仅28%乐观 看涨-看跌比率为-21.2% 接近历史市场底部常见的-30水平 [4] - 美银全球研究基金经理调查显示7月现金水平达3.9% 接近预示市场下跌的水平 2月曾达15年低点3.5%后出现大幅下跌 [9] 技术分析 - NYSE日线图阻力位a位于21,890 与月度R2重合 上周测试R1阻力21,520 周线starc+带上轨22,052 [2] - QQQ的20日EMA均线575.55美元重新上升 关键枢轴位568.47美元 6月图表支撑位536.20美元提供更强支撑 [6] - IWF/IWD比率7月向上突破后8月回测突破位 随后转升 与相对表现(RS)形成短期底部信号一致 显示成长股占优 [8]
ArrowMark Financial Corp. Announces Q2 Results and Special Distribution of $0.40 and Regular Cash Distribution of $0.45 per Share for the Third Quarter 2025
Globenewswire· 2025-09-13 05:30
DENVER, Sept. 12, 2025 (GLOBE NEWSWIRE) -- ArrowMark Financial Corp. (Nasdaq: BANX) ("ArrowMark Financial" or the "Company"), an SEC registered closed-end management investment company, today announced that its Board of Directors has declared a special cash distribution of $0.40 per share generated from excess income, and a regular quarterly cash distribution of $0.45 per share for the third quarter 2025. The quarterly distribution will be payable on September 29, 2025 to shareholders of record on September ...
Brompton Proposes Merger of Symphony Floating Rate Senior Loan Fund With Brompton Wellington Square Investment Grade CLO ETF
Globenewswire· 2025-09-13 05:11
TORONTO, Sept. 12, 2025 (GLOBE NEWSWIRE) -- (TSX: SSF.UN) Brompton Funds Limited (“Brompton” or the “Manager”), the manager of Symphony Floating Rate Senior Loan Fund (the “Fund”) announces that it has approved a proposal to merge (the “Merger”) the Fund into Brompton Wellington Square Investment Grade CLO ETF (the “ETF”) with the ETF being the continuing fund (the “Continuing Fund”) and it is calling a special meeting (the “Meeting”) of the holders (the “Unitholders”) of class A units and class U units (to ...
Japan Smaller Capitalization Fund, Inc. Announces Monthly Distributions for October, November and December 2025 Under Its Level Distribution Plan
Globenewswire· 2025-09-13 04:30
NEW YORK, Sept. 12, 2025 (GLOBE NEWSWIRE) -- Japan Smaller Capitalization Fund, Inc. (the “Fund”) (NYSE: JOF) today declared monthly cash distributions to common shareholders pursuant to its Level Distribution Plan (“LDP”) as follows: Record DateEx-Dividend DatePayment DateDistribution AmountOctober 15, 2025October 15, 2025October 31, 2025$0.0887November 14, 2025November 14, 2025November 28, 2025$0.0887<td style="border-top: solid black 1pt ; border-right: solid black 1pt ; border-bottom: solid black 1pt ; ...
CPZ: Discount Narrowing Drives Strong Results, But Now Takes Away Its Appeal
Seeking Alpha· 2025-09-12 23:15
To see all that our exclusive membership has to offer, sign up for a free trial by clicking on the button below!At the CEF/ETF Income Laboratory , we manage closed-end fund ( CEF ) and exchange-traded fund (ETF) portfolios targeting safe and reliable ~8% yields to make income investing easy for you. Check out what our members have to say about our service.Calamos L/S Equity & Dynamic Income Trust ( CPZ ) provides investors with exposure to a portfolio split between equity and fixed-income investments. In th ...
Priority Income Fund Announces 22.0% Annualized Total Cash Distribution Rate (on Net Asset Value) with “Bonus” and “Base” Common Shareholder Distributions for September 2025 through November 2025
Globenewswire· 2025-09-12 19:00
NEW YORK, Sept. 12, 2025 (GLOBE NEWSWIRE) -- Priority Income Fund, Inc. (“Priority Income Fund” or the “Fund”) announced today that the Fund’s Board of Directors has declared monthly cash “base” and “bonus” common shareholder distributions for September 2025, October 2025 and November 2025. The distributions remain consistent with prior declared monthly distributions. The annualized total cash distribution is $1.34016 per share (22.0% annualized rate based on the July 31, 2025 net asset value), for distribu ...