01/10/2025
📉 Will lower rates shrink your clients’ fixed income income stream?
Here’s a tax-efficient way to help investors stay ahead:
ZTAX ETF allows you to maintain high-yield income with triple-tax-exempt status.
Yes, ZTAX ETF invests in U.S. territory, restructured municipal bonds. This allows for its one-of-a-kind exemption from federal, state, and local taxes.
Here’s how ZTAX transforms the Muni Bond experience for advisors and their clients:
ZTAX pools individual CUSIPs from Puerto Rico, Guam, and USVI into an ETF structure that provides:
💲Daily liquidity
💲Transparent pricing
💲Marginable access through brokerage platforms
The result?
A cleaner, more scalable alternative to traditional municipal bond allocations.
No more:
❌ Thinly traded positions
❌ OTC transactions
❌ Queued broker executions
❌ High fees drag on custom ladders
If any of these apply to your clients or practice, ZTAX can help:
1 You need high-yield investments without withholding tax
2 You want to diversify income streams within U.S. jurisdictions
3 You aim to avoid OTC complexity and cost
📅 Schedule a meeting with our investment team to explore how ZTAX can modernize your muni allocation: (+1) 787-282-1621 or email us at [email protected]
*Interest income from ZTAX is exempt from federal income tax but may be subject to state and local taxes. See the fund’s prospectus for full details.
*Investing involves risk, including possible loss of principal. Consider the Fund’s objectives, risks, charges, and expenses before investing. Visit x2etfs.com to view the prospectus. Distributed by ALPS Distributors, Inc. No affiliation with X-Square Capital, LLC.
