Amplius Aggressive Asset Allocation ETF

AAAA

時価総額 $2.8億

BLUE BELL, Penn.--(BUSINESS WIRE)--For investors who have highly appreciated stock positions but feel reluctant to sell due to tax consequences, Amplius Wealth Advisors' asset management unit has just launched a timely solution. The firm today introduced the Amplius Aggressive Asset Allocation ETF (Ticker: AAAA). The fund is seeded through a 351 Exchange, an underutilized tax strategy that lets eligible investors contribute appreciated assets in exchange for ETF shares, deferring capital gains.