Tax Alpha Insider
Subscribe
Sign in
Home
Notes
Direct Indexing Market Map
ETFs Seeding In-Kind
About
Latest
Top
Discussions
$27 million AUM contributed in-kind to Cambria Tax Aware ETF (TAX)
Meb calls it "our biggest launch ever" as new ETF is seeded in-kind w/ 56% ETFs, 44% direct equities.
Dec 19
•
Brent Sullivan
Share this post
Tax Alpha Insider
$27 million AUM contributed in-kind to Cambria Tax Aware ETF (TAX)
Copy link
Facebook
Email
Notes
More
Can I diversify a large single-stock holding tax-free by seeding an ETF in-kind?
No. Section 351 tests for diversification at the individual and aggregate levels.
Dec 17
•
Brent Sullivan
Share this post
Tax Alpha Insider
Can I diversify a large single-stock holding tax-free by seeding an ETF in-kind?
Copy link
Facebook
Email
Notes
More
In-kind of a big deal: TAX launches soon
The Cambria Tax Aware ETF should launch on Weds Dec 18, 2024
Dec 15
•
Brent Sullivan
Share this post
Tax Alpha Insider
In-kind of a big deal: TAX launches soon
Copy link
Facebook
Email
Notes
More
Can I seed an ETF in-kind using mutual fund shares?
Technically, yes, but no ETF will take it.
Dec 11
•
Brent Sullivan
1
Share this post
Tax Alpha Insider
Can I seed an ETF in-kind using mutual fund shares?
Copy link
Facebook
Email
Notes
More
What's in the BOXX? Part 1: State Rates
BOXX (Alpha Architect's 1-3M box spread ETF) gets punished by state income tax. Does it matter?
Dec 8
•
Brent Sullivan
Share this post
Tax Alpha Insider
What's in the BOXX? Part 1: State Rates
Copy link
Facebook
Email
Notes
More
Will seeding ETFs in-kind go mainstream? "I doubt it"
The largest ETF sponsors need to drive costs lower, but they have little incentive to help.
Dec 1
•
Brent Sullivan
4
Share this post
Tax Alpha Insider
Will seeding ETFs in-kind go mainstream? "I doubt it"
Copy link
Facebook
Email
Notes
More
November 2024
Fortune Favors The Brave... Until it Doesn't
Fictional Matt Damon urges diversification and Srikanth and I compare exchange funds and 351 conversions.
Nov 24
•
Brent Sullivan
1
Share this post
Tax Alpha Insider
Fortune Favors The Brave... Until it Doesn't
Copy link
Facebook
Email
Notes
More
0:50
Tax Deferral Is The Hottest Thing In ETFs?
Tax efficiency won't drive the next $10 trillion in ETF AUM... well, maybe it could.
Nov 17
•
Brent Sullivan
3
Share this post
Tax Alpha Insider
Tax Deferral Is The Hottest Thing In ETFs?
Copy link
Facebook
Email
Notes
More
Options-Powered ETFs: Democratizers & Disruptors
New strategies and revamped old ones, all powered by options and delivered in the ETF wrapper, will change how we think about investing... if we can…
Nov 10
•
Brent Sullivan
1
Share this post
Tax Alpha Insider
Options-Powered ETFs: Democratizers & Disruptors
Copy link
Facebook
Email
Notes
More
Why I Love/Hate Morningstar's Tax Cost Ratio
Tax Cost Ratio is invaluable for measuring an ETF's tax-efficiency. Morningstar should go further.
Nov 3
•
Brent Sullivan
2
Share this post
Tax Alpha Insider
Why I Love/Hate Morningstar's Tax Cost Ratio
Copy link
Facebook
Email
Notes
More
October 2024
Seeding an ETF In-Kind: FAQs and Video with Meb Faber and Pat Cleary
FAQs on seeding an ETF in-kind and Vanguard's latest kick-ass paper
Oct 27
•
Brent Sullivan
1
Share this post
Tax Alpha Insider
Seeding an ETF In-Kind: FAQs and Video with Meb Faber and Pat Cleary
Copy link
Facebook
Email
Notes
More
59:40
TAX distills a century of tax strategy into an ETF
Meb Faber's Cambria Tax Aware ETF (ticker TAX) is an actively-managed value fund. It could accelerate ETF growth by normalizing the 351 conversion…
Oct 20
•
Brent Sullivan
1
Share this post
Tax Alpha Insider
TAX distills a century of tax strategy into an ETF
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts