CIM
TAX

Cambria Investment Management’s Cambria Tax Aware ETF TAX Stock Holding History

Cambria Investment Management’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
2026
Q2 		$1.12M Buy
35,434
+17
+0% +$507 0.06% 289
2026
Q1 		$961K Sell
35,417
-1,585
-4% -$45.1K 0.05% 241
2025
Q4 		$1.05M Sell
37,002
-21,964
-37% -$620K 0.06% 236
2025
Q3 		$1.63M Buy
58,966
+47,633
+420% +$1.28M 0.1% 174
2025
Q2 		$294K Buy
+11,333
New +$270K 0.02% 380

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return

Cambria Investment Management's TAX Position: Q2 2026 in Review

Cambria Investment Management increased its Cambria Tax Aware ETF (TAX) stake by 0.05% in Q2 2026, buying an estimated $507 and bringing the position to 35,434 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #289.

Cambria Investment Management first reported a position in TAX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.63M in Q3 2025. 8 funds tracked by Wall St. Rank hold TAX as of Q2 2026.

  • Cambria Investment Management held 35,434 shares of Cambria Tax Aware ETF worth $1.12M as of Q2 2026.
  • Cambria Investment Management bought 17 Cambria Tax Aware ETF shares in Q2 2026, an estimated $507.
  • Cambria Tax Aware ETF made up 0.06% of Cambria Investment Management's portfolio in Q2 2026, its #289 holding.
  • Cambria Investment Management first reported a position in Cambria Tax Aware ETF in Q2 2025 and has held it in 5 quarters since.
  • Cambria Investment Management's Cambria Tax Aware ETF position peaked at $1.63M in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Cambria Tax Aware ETF as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.