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TROW coverage

Every article, report, and earnings note where TROW appears.

Inside the Northern Lights Fund Trust III IPO: Setup and Risks

Northern Lights Fund Trust III is expected to list on the NYSE on 2026-08-14, but the price range has not been disclosed. The filing set does not show a traditional operating-company IPO; it points to an existing Delaware statutory trust used to launch and administer funds. Watch whether investors treat this as a fund-platform story or pass until there is clearer pricing and a specific series-level catalyst.

Aug 13, 2026·5 MIN

IPO NYSE

IPOGAIQ

Guinness Atkinson Funds IPO: The Bull and Bear Case

Guinness Atkinson Funds is expected to list on the NYSE on 2026-08-12, but the price range has not been disclosed. The bigger question is whether this is really an IPO at all, or a routine SEC fund filing for an existing investment company. Bull case: ETF-class expansion in a regulated fund family. Bear case: no IPO economics, no pricing, and no operating-company growth story.

Aug 11, 2026·5 MIN

IPO NYSE

IPOMPDY

What to Watch as Valued Advisers Trust Approaches Listing

Valued Advisers Trust is expected to list on 2026-08-12 on the NYSE, but the price range has not been disclosed. The key issue is that the SEC materials reviewed do not show a traditional operating-company IPO; they describe a long-running registered investment company platform instead. That makes this a watch-the-structure story more than a standard growth IPO.

Aug 11, 2026·5 MIN

IPO NYSE

IPOFFLX

Inside the First Trust Exchange-Traded Fund VIII IPO: ETF launch setup

First Trust Exchange-Traded Fund VIII (FFLX) is expected to list on NYSE on 2026-08-10, but the price range has not been disclosed. This looks less like a classic IPO and more like an ETF trust listing with creation/redemption mechanics. Watch whether the fund’s product lineup and fee structure can attract assets in a crowded ETF market.

Aug 2, 2026·4 MIN

IPO NYSE

IPORJCA

What to Watch as Carillon Series Trust Prices on NYSE

Carillon Series Trust is expected to list on 2026-08-03 on the NYSE, but the price range has not been disclosed. The key question is not a classic IPO valuation debate — it is whether this fund platform’s ETF conversion story is compelling enough to attract attention. Bull case: the structure taps the ongoing shift from mutual funds to ETFs. Bear case: this is not a traditional operating-company IPO, so the usual growth and profitability metrics are not available.

Jul 31, 2026·5 MIN

IPO NYSE

IPOARMS

Aristotle Funds Series Trust IPO Preview: ETF-Class Ambition Meets Fund Risk

Aristotle Funds Series Trust is expected to list on the NYSE on 2026-07-30, but the price range has not been disclosed. The setup is less a classic operating-company IPO and more a fund-platform listing tied to ETF-style expansion.

Jul 29, 2026·5 MIN

IPO NYSE

IPOWSMD

Wasatch Funds Trust IPO Preview: Active Small-Cap Scale Meets Structure Questions

Wasatch Funds Trust is expected to list on the NYSE on 2026-07-29, but the price range has not been disclosed and shares offered are still not public. The setup is less a classic operating-company IPO and more a check on whether investors want exposure to a long-running active fund platform. Shareholders should watch the structure closely, because the filing trail does not look like a standard common-stock offering.

Jul 28, 2026·5 MIN

IPO NYSE

IPOHWO

Hotchkis & Wiley Opportunities Fund List on Nasdaq: ETF Shift

Hotchkis & Wiley Opportunities Fund is expected to list on NASDAQ on 2026-07-22, but the price range has not been disclosed. This is not a classic operating-company IPO; it is an ETF share-class registration for an existing active value fund. The setup favors investors who want a seasoned value manager, but shareholders should watch ETF trading dynamics and any discount to NAV.

Jul 22, 2026·6 MIN

IPO NASDAQ

IPOLOEV

Harding, Loevner Funds IPO: The Bull and Bear Case

Harding, Loevner Funds, Inc. is expected to list on the NYSE on 2026-07-20, but the price range has not been disclosed. The filing trail points to a fund complex and reorganization activity, not a classic operating-company IPO. Bull case: a differentiated active-fund platform; bear case: this may not be a traditional IPO at all.

Jul 17, 2026·5 MIN

IPO NYSE

IPOAIHY

What to Watch as Tidal Trust IV Hits the Public Market

Tidal Trust IV (NYSE: AIHY) is expected to list on 2026-07-17, but the price range has not been disclosed. The filing trail points to an ETF trust, not a traditional operating-company IPO. Shareholders should watch whether this is really a fund launch story rather than a classic equity debut.

Jul 16, 2026·5 MIN

IPO NYSE

IPORTOO

Tidal Trust III IPO: What Investors Need to Know

Tidal Trust III is expected to list on the NYSE on 2026-07-16, but the price range has not been disclosed. The filing picture points to an ETF platform launch, not a traditional operating-company IPO. Bull case: a fast-moving thematic fund platform; bear case: no disclosed pricing, no IPO proceeds, and limited standalone financial disclosure.

Jul 15, 2026·5 MIN

IPO NYSE

IPOVPFF

ETFis Series Trust I IPO: The Bull and Bear Case

ETFis Series Trust I is expected to list on NYSE on 2026-07-15, but the price range has not been disclosed. The setup is unusual: this looks like an existing ETF trust, not a traditional operating-company IPO, so the key question is whether investors are actually getting a new fund launch rather than a classic public debut.