EF
TAX

Empowered Funds’s Cambria Tax Aware ETF TAX Stock Holding History

Empowered Funds’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
Q1 		$961K Sell
35,417
-231,135
-87% -$6.58M 0.01% 1418
2025
Q4 		$7.57M Buy
266,552
+207,586
+352% +$5.86M 0.13% 184
2025
Q3 		$1.63M Buy
58,966
+47,633
+420% +$1.28M 0.02% 1007
2025
Q2 		$294K Buy
+11,333
New +$270K ﹤0.01% 1518

Other funds holding TAX

KNW
Kesler Norman & Wride Ogden, Utah $581M AUM 17.6% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return