Rebalancing Archives

How Wealth Advisors Are Using Section 351 Exchanges

December 4, 2025 by ExchangiFi

Managing concentrated stock positions is one of the biggest challenges facing wealth advisors today. How do you help clients diversify without triggering a massive tax event? I recently sat down with Chris Latham to discuss exactly that. In this interview, we break down the mechanics of a Section 351 exchange and why it is becoming … Read more

ETF Rebalancing After a 351 Exchange

September 19, 2025 by ExchangiFi

Heartbeat Trade ETFs Repositioning and Rebalancing After 351 Exchange

The Challenge When new ETFs launch through Section 351 exchanges, they inherit a mix of securities from separately managed accounts that may not match their investment goals. These “seed assets” need to be gradually replaced with securities that fit the fund’s strategy. Timeline: 1-12 Months Most ETFs take between 1 to 12 months to fully … Read more