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Wealth Advisors

Wealth advisors managing client assets with low cost basis that would like to diversify into a new ETF launch, without paying capital gains, sign up here to get notified of any matches to your investment interests and objectives.

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Let Us Know Your ETF Investment Theme Preferences

Wealth advisors are invited to stay ahead of the curve by registering for notifications about upcoming ETF launches with diverse investment themes. This service ensures advisors can offer clients timely information about new opportunities in sectors such as technology, healthcare, renewable energy, and more. Additionally, our platform facilitates 351 conversions, enabling advisors to help clients transfer appreciated securities into an ETF without incurring capital gains taxes, thus optimizing their investment strategies. Sign up now to receive timely updates and leverage these innovative investment opportunities for your clients.

Upcoming ETF Launches

More ETF News

Sample of ETFs Launching Soon

Upcoming ETF Launches
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Investment Category
Style
Description

Domestic Equities

Index

This is a new low cost index fund tracking the S&P 500.

Emerging Markets

Index

Low cost emerging markets index fund tracking the National Security Index.

Multi-Asset

Active Management

Endowment style ETF launching using multi assets and active management.

Buffered

Hedged Equity

Equity market exposure using options to protect from downside risk.

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