FFA
TAX

Farther Finance Advisors’s Cambria Tax Aware ETF TAX Stock Holding History

Farther Finance Advisors’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 		$330K Sell
12,037
-2,510
-17% -$71.5K ﹤0.01% 1684
2025
Q4 		$413K Sell
14,547
-950
-6% -$26.8K ﹤0.01% 1439
2025
Q3 		$429K Sell
15,497
-225
-1% -$6.05K 0.01% 1158
2025
Q2 		$408K Hold
15,722
– – 0.01% 1002
2025
Q1 		$362K Buy
+15,722
New +$382K 0.01% 943

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
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 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