Investment Managers Series Trust II has announced a significant change in its service provider. Effective December 7, 2026, UMB Fund Services, Inc. will take over from Brown Brothers Harriman & Co. as the transfer agent, custodian, and fund accounting agent for its funds. This change is notable as it reflects the company's efforts to enhance its operational efficiency and service delivery.

Investment Managers Series Trust II is a registered investment trust based in Milwaukee, Wisconsin. The firm focuses on managing various investment funds, including ETFs like the Tradr 2X Long AXTI Daily ETF (AXTX) and Tradr 2X Short AXTI Daily ETF (AXTQ). The trust's recent filings indicate a proactive approach to adjusting its service providers to maintain competitiveness in the investment management sector.

The recent SEC filing, dated November 5, 2026, details the transition of service providers. The filing states, "Effective on or about December 7, 2026, UMB Fund Services, Inc. will replace Brown Brothers Harriman & Co. as the transfer agent, custodian and fund accounting agent to the Funds." This change will also result in the removal of references to Brown Brothers Harriman & Co. in the funds' prospectuses and statements of additional information, which will be updated to reflect UMB Fund Services, Inc. as the new service provider.

This transition may affect various stakeholders, including shareholders of the funds managed by Investment Managers Series Trust II. The change aims to improve record-keeping and shareholder services through UMB Fund Services, Inc., which will also handle the calculation of each fund’s daily net asset value (NAV).

Looking ahead, the filing does not specify any further actions or upcoming filings related to this change. Shareholders seeking more information can contact the funds directly at 1-888-52TRADR (888-528-7237).