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Carillon will convert the Carillon ClariVest Capital Appreciation Fund into the RJ ClariVest Capital Appreciation ETF (NYSE Arca: RJCA) on or about July 31, 2026. Existing shareholders will automatically receive ETF shares of equal value in a tax-free reorganization. The new actively managed ETF will retain the same investment objective, portfolio managers, and ClariVest-led strategy, while adding Tidal Investments as a subadviser. Carillon expects lower operating costs, daily portfolio transparency, and exchange-traded liquidity to benefit investors.
At a glance
- Beat
- Filings
- Issuer
- Carillon Tower Advisers
- Region
- United States
- Filed
- 23 June 2026
Source: SEC Filings
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