ETF Strategies
Prospera Income ETF
Prospera Funds Inc is currently in the process of launching The Prospera Income ETF (Ticker: THRV).
The Prospera Income ETF is designed to deliver attractive, consistent monthly income by targeting a cash distribution of 3–4% above the 10-year U.S. Treasury yield. At its core, the fund invests in a diversified portfolio of Closed-End Funds (CEFs). The remainder of the portfolio is tactically allocated to bonds, equities, ETFs, and other income-generating instruments to enhance yield and reduce concentration risk. The ETF is actively managed under a flexible “go-anywhere” strategy, allowing the investment team to shift across asset classes and sectors in response to evolving market conditions. Up to 10% of the portfolio may be allocated to protective put options, offering a built-in hedge against sharp market downturns. Managed by a seasoned team with over 23 years of experience, the Prospera Income ETF combines disciplined oversight, downside protection, and dynamic income generation to help investors build a more resilient and diversified income stream.
For those seeking a professional, proactive investment for higher yield, the Prospera Income ETF could be a unique solution in actively managed portfolios.
Securities offered through Vigilant Distributors, LLC, member of FINRA/ SIPC.
THRV Fund Overview
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FUND BASICS
“Go anywhere” Actively Managed Income ETF Strategy
Utilizes CEFs as a Core holding and build a diversified income sources around it
Investment team has flexibility to shift across asset classes and sectors in response to evolving market conditions
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FUND CHARACTERISTICS
25-50% Invested in Closed- End Funds (CEF’s)
Fixed Income, Equities, ETFs, ADR’s, and commodities
Up to 10% of the portfolio may be allocated to protective puts, delivering embedded downside risk mitigation during periods of market stress.
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FUND STRATEGY
Prioritize NAV Stability over time with growth above expected inflation rates
Monthly Cash Distribution: 3-4% above 10- year Treasury
Capitalize on inefficiencies in CEFs to generate alpha
Low Correlation to Equity Markets
Our Vision for THRV ETF
THRV is pronounced “thrive” – and the fund is built around that core concept, meaning:
Designed for Lower Volatility – because you can’t thrive without stability
With Meaningful & Consistent Monthly Income to live life on your own terms
Prospera Income ETF (THRV) aims to provide monthly distributions to shareholders, while prioritizing NAV stability over time.
Reasons to Invest:
The THRV ETF offers a refined approach to generating income with a disciplined focus on risk efficiency. Here’s what sets it apart:
Prioritizing NAV Stability Over Time
We prioritize stability by utilizing our ability to hedge, tactically rotate into defensive assets and treasuries, allowing our managers to be flexible in challenging market conditions.Consistent Income
By navigating idiosyncratic risks in the closed-end fund market and adapting to periods of heightened volatility, THRV aims to deliver reliable monthly distributions.Low Equity Market Correlation
THRV avoids concentrated, market correlated investments which helps diversify systematic risk and provides a resilient layer of defense in volatile environments.