#USA #New York #Nasdaq-100 #Hedged ETF #Toews Asset

Toews Bridges Tax Gap with Launch of Hedged Nasdaq-100 ETF

Toews Asset Management has recently revealed plans for its new product, the Toews Agility Shares Hedged Nasdaq-100 ETF, tracking the performance of the Nasdaq-100 Index while using innovative strategies to manage risks and tax implications. This ETF, launching on March 9, 2026, aims to provide a unique solution for investors seeking to balance growth with risk management.

A Game-Changing Approach to Taxation

The introduction of this ETF is particularly noteworthy due to its use of a Section 351 ETF Exchange, allowing eligible investors to contribute their appreciated portfolios without triggering immediate capital gain taxes. This feature is designed to help investors navigate their tax liabilities while still pursuing growth. By employing this mechanism, investors can defer taxes and keep their capital invested, fostering long-term compounding benefits.

Phillip Toews, the CEO of Toews Asset Management, emphasized that many investors are often hesitant to rebalance their portfolios due to the tax implications they might face. He noted, "Many advisors and investors are unaware that a 351 ETF Exchange can be used to fund an ETF. Our goal is to democratize a process that has historically been complex." This approach offers a straightforward method for investors to shift towards a diversified and hedged strategy, addressing the common concentration problem many face today.

Key Features of the HQQQ ETF

The HQQQ ETF not only aims to provide exposure to the Nasdaq-100 Index through various instruments such as ETFs, futures, and stocks but also integrates a managed-risk options overlay designed to mitigate downside volatility. This hedging strategy is particularly timely, as the volatility of markets can lead to drastic swings that might disrupt investors' long-term plans.

Moreover, the management team behind this ETF boasts considerable expertise, with veterans like Phillip Toews, Jason Graffius, and Landon Gould leading the charge. Their collective experience within investment markets positions the HQQQ ETF as a robust contender in the industry.

Webinar: Understanding the 351 ETF Exchange

To educate the public about this unique offering, Toews Asset Management will be hosting a webinar titled 'Master the 351 ETF Exchange' on January 27, 2026. This session is designed to inform prospective investors about the advantages and workings of this innovative approach to ETFs. More details can be found on their website.

The Current Market Climate and Investor Concerns

As the investment landscape evolves, many investors are grappling with the risk of losing their accumulated wealth due to market shifts. Eben Burr, the President of Toews, remarked, "Current market dynamics could leave years of accumulated wealth vulnerable to loss. The HQQQ offers a way to diversify and reposition portfolios into a risk-aware strategy without an immediate tax burden.” This sentiment resonates with many who are hesitant to act due to fear of incurring taxes on gains.

Empowering Investors with Control

Additionally, Cory Kendall, National Sales Manager at Toews, underlined the theme of control: “We are giving investors more control over the timing of their taxable events while providing the risk management, liquidity, and transparency inherent in the hedged ETF wrapper.” This empowerment could encourage more investors to make informed choices about when and how to diversify their portfolios.

Conclusion

In conclusion, the launch of the Toews Agility Shares Hedged Nasdaq-100 ETF is a significant stride in offering tax-efficient investment opportunities while maintaining growth potential. For more information regarding this product or to explore investment strategies that prioritize downside defence, investors can visit the Toews Asset Management website or contact their support team. The innovative 351 ETF Exchange paves the way for a smarter, more manageable investment landscape, engaging a wider audience of investors eager to safeguard their financial futures while participating in the potential rewards of the market.