Toews Agility Shares to Launch Hedged Equity ETF June 15; Seeded via Tax-Deferred 351 ETF Exchange
you are currently viewing:Toews Agility Shares to Launch Hedged Equity ETF June 15; Seeded via Tax-Deferred 351 ETF ExchangeApril 22, 2026-New Hedged Risk ETF, HRSK Integrates Dynamic Hedging with a Tax-Aware Seeding Strategy via Section 351 ETF Exchange Set to debut on the New York Stock Exchange June 15, 2026, the fund introduces a dual-action approach that combines U.S. large-cap equity exposure with a dynamic hedge for investors seeking long-term growth of capital and income, while limiting risk. Overcoming Reallocation Friction: The Section 351 ETF Exchange To facilitate immediate scale and tax awareness for new investors, HRSK will be seeded via a Section 351 ETF exchange. This allows eligible investors to transition appreciated assets into the new ETF structure tax deferred. By preserving the original cost basis, the exchange offers a path for advisors to reposition client assets without triggering immediate capital gains tax liabilities, provided all rules are followed. Source: Toews Asset Management |
April 10, 2026-Collaboration expands advisor access to VanEck's diversified, research-driven model portfolios spanning equities, fixed income, real assets and digital assets
VanEck today announced that several of its ETF model portfolios are now available through Orion, a premier provider of wealthtech solutions for financial advisors and the enterprise firms that serve them.
April 9, 2026-Purpose Investments Inc. ("Purpose") today announced its decision to terminate Purpose U.S. Preferred Share Fund (the "Fund") at the close of business on or about June 9, 2026 (the "Termination Date"). The termination will be made in accordance with applicable securities and regulatory requirements, as well as the declaration of trust of the Fund.