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

Financial Enhancement Group’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	$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

KNW

Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

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

Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return

Financial Enhancement Group's TAX Position: Q2 2026 in Review

Financial Enhancement Group held its Cambria Tax Aware ETF (TAX) position steady in Q2 2026 at 89,509 shares worth $2.84M. The position accounts for 0.34% of the portfolio, ranked #63.

Financial Enhancement Group first reported a position in TAX in Q4 2024 and has held it in 7 quarters since. 8 funds tracked by Wall St. Rank hold TAX as of Q2 2026.

Financial Enhancement Group held 89,509 shares of Cambria Tax Aware ETF worth $2.84M as of Q2 2026.
Financial Enhancement Group left its Cambria Tax Aware ETF share count unchanged in Q2 2026.
Cambria Tax Aware ETF made up 0.34% of Financial Enhancement Group's portfolio in Q2 2026, its #63 holding.
Financial Enhancement Group first reported a position in Cambria Tax Aware ETF in Q4 2024 and has held it in 7 quarters since.
8 funds tracked by Wall St. Rank held Cambria Tax Aware ETF as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.