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Tax Alpha Insider

28 weeks later: What's stopping Cambria Tax Aware ETF from hitting its target allocation?

Why 3 to 6 months to compliantly reposition an ETF seeded in-kind isn't crazy

Brent Sullivan's avatar
Brent Sullivan
Jan 22, 2025
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I spoke with Wes Gray, CEO of ETF Architect, which helps launch ETFs, about seeding new ETFs in-kind using IRC Section 351. I’ve called this a get-out-of-jail-free card for separate accounts that have become high-cost index funds.

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