Amplify ETF Trust has announced plans to reorganize the Fairlead Tactical Sector ETF into a newly created fund, the Amplify Fairlead Tactical Sector ETF. This decision, detailed in a recent N-14/A filing, aims to preserve the investment program while positioning it for future growth.

The reorganization is set to be discussed at a special meeting of shareholders scheduled for December 2026. The proposal is designed to ensure continuity for investors while enhancing the fund's operational capabilities through Amplify's established distribution platform.

Background

Amplify ETF Trust is an investment company based in Lisle, Illinois. The trust focuses on exchange-traded funds (ETFs) and currently manages 46 ETFs. The recent N-14/A filing, dated October 29, 2026, outlines the reorganization plans, which will transition the Fairlead Tactical Sector ETF into the new fund under Amplify's management.

What the Filing Says

The filing states, "The Board of Trustees of Capitol Series Trust is recommending that you approve a proposal intended to preserve the investment program in which you currently invest through the Fairlead Tactical Sector ETF." It also highlights that the reorganization will allow shareholders to maintain their investment strategies while benefiting from enhanced distribution resources.

Impact

This reorganization may affect current shareholders of the Fairlead Tactical Sector ETF, as they will be asked to vote on the proposal. If approved, shareholders will receive shares in the new fund that have an aggregate net asset value equal to their current holdings. The transition aims to provide continuity in investment management while improving access to distribution resources.

What's Next

A special meeting is scheduled for December 2026, where shareholders will vote on the proposed reorganization. The filing does not specify any additional steps following this meeting.