BIGT-texas-lockup-horizontal

Founding Access | 351 Exchange

Bring Your Winners to Texas

The founding window closes before BIGT launches.

Help clients move appreciated stock into an active, Texas-focused ETF through a one-time founding exchange, seeking to defer the gains on the way in. 
69271 GD BIGT Beauty Shot 1

Download Your Copy

What You'll Learn


bigt-texas-royal
  • How a Section 351 exchange allows qualifying investors to defer unrealized gains
  • The case for Texas, and the risks worth naming
  • Who qualifies and who does not
  • How the founding round works and how to participate 

Who it Fits


Active Trader
It may fit a client with a large, diversified taxable portfolio, significant embedded gains, a long horizon, an affinity for Texas, and real interest in holding BIGT. 
advisor resized

It may not fit a single dominant position, a near-term need for cash, or a client looking to reduce their Texas exposure. You and the client's tax advisors confirm what applies.


Explore Opportunities in Alternative Markets

Download your guide today to gain insights into agricultural ETFs and their investment potential.

Non-Correlated
Diversification

Agricultural commodities historically show low correlation with traditional asset classes like stocks, bonds, and gold.

Adding agricultural ETFs can help stabilize your portfolio during periods of market volatility.

Proven Performance
in Market Downturns

The Teucrium Agricultural Fund Index has demonstrated consistent outperformance during major market corrections.


Example: Outperformed the S&P 500 in all 7 of the last 7 corrections since 2012.

Tangible
Inflation Hedge

Rising global populations and increasing demand for food create structural growth opportunities.


Agricultural ETFs provide exposure to essential commodities like corn, wheat, soybeans, and sugar.

Defer the Gains.

Offer a Founding Stake.  


69271 GD BIGT Beauty Shot 2

During BIGT’s formation, qualifying investors can use a one-time Section 351 exchange to contribute an appreciated, diversified basket of securities in exchange for ETF shares. The exchange is intended to defer unrealized gains when the Section 351 requirements are met.

The client's basis generally carries into the shares, and tax may apply later if they sell. Founding participants help seed the fund at the very start.

Structural Forces Beyond the Near Term


AdobeStock_1288589139

While near-term economic growth remains uneven, several long-term forces continue to influence commodity demand:

  • Electrification, data infrastructure, and industrial modernization are increasing demand for certain metals
  • Central banks remain active participants in precious metals markets
  • Food and agricultural systems remain essential regardless of economic cycle

Explore how these forces interact with current supply conditions and why a more selective approach may be relevant relative to broad exposure.

Open now. Closed at Launch.

The founding exchange is available only once, while the fund is forming. When BIGT launches, the founding round closes. The eBook explains how it works and who it fits. 

Why Texas? 

The eighth-largest economy on earth, diversified across energy, technology, finance, health care, and more.

57

Fortune 500 HQs

#1 state in the U.S.

$2.9T

Economy (Gross State Product)

8th-largest on earth

9.4%

of total U.S. GDP

#1

U.S. exporter 

22% of U.S. total 

Its public market still carries an energy tilt, and a Texas fund inherits it. The eBook covers both sides. 

Sources: Fortune 500, 2026; U.S. Bureau of Economic Analysis; U.S. Census Bureau. Figures describe the Texas economy and are not fund performance.


The Risks to Consider

BIGT is a new, actively managed, non-diversified fund with a limited operating history. A concentrated Texas fund carries the state’s risks, including energy cycles, geographic and policy risk, and the volatility of a young fund. Investing involves risk, including the possible loss of principal.

See how the founding exchange works.

See how the BIGT Section 351 founding exchange works before it closes. 

Important Disclosure

An investor should consider the investment objectives, risks, charges, and expenses of the Fund carefully before investing. The prospectus and, if available, the summary prospectus contain this and other information about the Fund. You may obtain a prospectus and, if available, a summary prospectus by calling 720-651-8092 or visiting www.teucrium.com/bigt_351. Please read the prospectus or summary prospectus carefully before investing.

References to specific companies are for illustrative purposes only and should not be considered as a recommendation to buy or sell.

Active Management Risk. The Fund is actively managed and its performance reflects investment decisions that the Adviser makes for the Fund.

New Fund Risk. The Fund is a recently organized investment company with no operating history. As a result, prospective investors have no track record or history on which to base their investment decision.

Geographic Concentration Risk. To the extent the Fund invests a significant portion of its assets in the securities of companies of a single region, it is more likely to be impacted by events or conditions affecting that region.

Sector Risk. To the extent the Fund invests more heavily in particular sectors of the economy, its performance will be especially sensitive to developments that significantly affect those sectors.

ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETF's net asset value. Brokerage commissions and ETF expenses will reduce returns. ETFs are subject to specific risks, depending on the nature of the underlying strategy of the fund. For a complete description of the Fund’s principal investment risks, please refer to the prospectus.

A Section 351 exchange is intended to defer, rather than eliminate, recognition of capital gains. Eligibility and tax treatment depend on the investor, the securities contributed, the transaction structure and the satisfaction of Section 351 requirements. Consult your own tax and legal advisors.

PINE Distributors LLC is the distributor for the BIGT Fund. The Fund is advised by Teucrium Investment Advisors and sub-advised by Team Financial Strategies. PINE Distributors LLC is not affiliated with GrowthDesk, Teucrium or Team Financial Strategies..

TUCRM-5718954-07/26