Focus Partners Wealth
TAX

Focus Partners Wealth’s Cambria Tax Aware ETF TAX Stock Holding History

Focus Partners Wealth’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 		$438K Hold
13,800
– – ﹤0.01% 2037
2026
Q1 		$374K Buy
13,800
+5,800
+73% +$165K ﹤0.01% 2071
2025
Q4 		$227K Hold
8,000
– – ﹤0.01% 2383
2025
Q3 		$222K Hold
8,000
– – ﹤0.01% 2011
2025
Q2 		$207K Buy
+8,000
New +$191K ﹤0.01% 1857

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
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 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

Focus Partners Wealth's TAX Position: Q2 2026 in Review

Focus Partners Wealth held its Cambria Tax Aware ETF (TAX) position steady in Q2 2026 at 13,800 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

Focus Partners Wealth first reported a position in TAX in Q2 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold TAX as of Q2 2026.

  • Focus Partners Wealth held 13,800 shares of Cambria Tax Aware ETF worth $438K as of Q2 2026.
  • Focus Partners Wealth left its Cambria Tax Aware ETF share count unchanged in Q2 2026.
  • Cambria Tax Aware ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2037 holding.
  • Focus Partners Wealth first reported a position in Cambria Tax Aware ETF in Q2 2025 and has held it in 5 quarters since.
  • 8 funds tracked by Wall St. Rank held Cambria Tax Aware ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.