AIP
TAX

Almanack Investment Partners’s Cambria Tax Aware ETF TAX Stock Holding History

Almanack Investment Partners’s Portfolio TAX Stock Details TAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,277
Closed -$259K – 224
2025
Q1 		$259K Buy
+11,277
New +$274K 0.05% 124

Other funds holding TAX

KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Seed Wealth Management Evanston, Illinois $158M AUM 17.51% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Almanack Investment Partners's TAX Position: Q2 2025 in Review

Almanack Investment Partners sold out of Cambria Tax Aware ETF (TAX) in Q2 2025, closing a stake of 11,277 shares — an estimated $259K sold.

Almanack Investment Partners first reported a position in TAX in Q1 2025 and held it in 1 quarter. The position peaked at $259K in Q1 2025. 12 funds tracked by Wall St. Rank hold TAX as of Q2 2025.

  • Almanack Investment Partners reported no remaining Cambria Tax Aware ETF position as of Q2 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 11,277 Cambria Tax Aware ETF shares in Q2 2025, an estimated $259K.
  • Almanack Investment Partners first reported a position in Cambria Tax Aware ETF in Q1 2025 and held it in 1 quarter.
  • Almanack Investment Partners's Cambria Tax Aware ETF position peaked at $259K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held Cambria Tax Aware ETF as of Q2 2025.

Based on Almanack Investment Partners's 13F filing for Q2 2025, filed 25 Jul 2025.