Cambria Tax Aware ETF (TAX)

• Market cap: $30.8M
• 1 day: 0%
• 5 days: 0.76%
• 1 month: 3.28%
• 3 months: 10.5%
• 6 months: 19.05%
• Year to date: 13.21%
• 1 year: 13.4%
• 5 years: 13.4%
• 10 years: 13.4%
• Sector: Industrials
• Industry: Specialty Business Services

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

50% more funds holding

Funds holding: 8 [Q1] → 12 (+4) [Q2]

30% more capital invested

Capital invested by funds: $10.7M [Q1] → $13.9M (+$3.18M) [Q2]

6.54% more ownership

Funds ownership: 41.64% [Q1] → 48.17% (+6.54%) [Q2]

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2