AmplifyNew Age Alpha to Convert NAA Allocation Fund Into ETF
New Age Alpha plans to convert the NAA Allocation Fund from a mutual fund into the newly created NAA Allocation ETF, with the reorganization expected to close around December 4, 2026.
The board of Capitol Series Trust has approved a proposed reorganization of the Fairlead Tactical Sector ETF into the newly created Amplify Fairlead Tactical Sector ETF, subject to shareholder approval and other conditions. Amplify Investments will become adviser, while Fairlead Strategies will remain subadviser and Katie Stockton will continue as portfolio manager. The new ETF will maintain substantially similar strategies and risks but is expected to have a lower management fee and expense ratio. The tax-free reorganization is expected to close in December 2026.
At a glance
- Beat
- Fund Updates
- Issuer
- Amplify, Fairlead Strategies
- Region
- United States
- Filed
- 4 September 2026
Source: SEC Filings
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