ZTAX
e
r
o

active investing with
TRIPLE tax advantage.

Bye, bye to Fed,
State & Local taxes.

Improve liquidity &
eliminate tax liability.

the next generation
of Muni Bond ETFs.

Why ZTAX?

ZTAX offers investors a strategic alternative to traditional high-yield municipal bond portfolios, with the potential to enhance overall returns while maintaining tax efficiency.

Designed with liquidity and flexibility in mind, ZTAX’s marginable structure improves accessibility and can significantly reduce — or even eliminate — the tax liability on interest and dividends earned.

Offering exclusive access to triple tax-exempt bonds of U.S. territories — including Guam, the U.S. Virgin Islands, and post-bankruptcy Puerto Rico — ZTAX opens new doors for investors seeking powerful, tax-advantaged outcomes.

Performance

Highlights

Resources Spotlight

About the Adviser

X-Square Capital is a specialized Asset Management Firm dedicated to providing strategic investment solutions to individual and institutional investors.

Built on the principles of transparency, integrity, and accountability.

Our team of experienced Money Managers relentlessly seeks value, identifies market inefficiencies, and captures event-driven opportunities across the financial markets.

Our Team
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