Financial Enhancement Group’s Cambria Tax Aware ETF TAX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2.74M Hold
89,509
– – 0.31% 61
2026
Q2
$2.84M Hold
89,509
– – 0.34% 63
2026
Q1
$2.66M Hold
89,509
– – 0.33% 64
2025
Q4
$2.64M Hold
89,509
– – 0.34% 66
2025
Q3
$2.52M Hold
89,509
– – 0.34% 63
2025
Q2
$2.34M Hold
89,509
– – 0.33% 65
2025
Q1
$1.97M Hold
89,509
– – 0.31% 65
2024
Q4
$2.17M Buy
+89,509
New +$2.21M 0.33% 57

Other funds holding TAX

Financial Enhancement Group's TAX Position: Q3 2026 in Review

Financial Enhancement Group held its Cambria Tax Aware ETF (TAX) position steady in Q3 2026 at 89,509 shares worth $2.74M. The position accounts for 0.31% of the portfolio, ranked #61.

Financial Enhancement Group first reported a position in TAX in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.84M in Q2 2026. 2 funds tracked by Wall St. Rank hold TAX as of Q3 2026.

  • Financial Enhancement Group held 89,509 shares of Cambria Tax Aware ETF worth $2.74M as of Q3 2026.
  • Financial Enhancement Group left its Cambria Tax Aware ETF share count unchanged in Q3 2026.
  • Cambria Tax Aware ETF made up 0.31% of Financial Enhancement Group's portfolio in Q3 2026, its #61 holding.
  • Financial Enhancement Group first reported a position in Cambria Tax Aware ETF in Q4 2024 and has held it in 8 quarters since.
  • Financial Enhancement Group's Cambria Tax Aware ETF position peaked at $2.84M in Q2 2026.
  • 2 funds tracked by Wall St. Rank held Cambria Tax Aware ETF as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.