HighTower Advisors
TAX

HighTower Advisors’s Cambria Tax Aware ETF TAX Stock Holding History

HighTower 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 		$1.05M Sell
38,602
-9,620
-20% -$274K ﹤0.01% 2150
2025
Q4 		$1.37M Buy
48,222
+504
+1% +$14.2K ﹤0.01% 1914
2025
Q3 		$1.32M Buy
47,718
+6,399
+15% +$172K ﹤0.01% 1906
2025
Q2 		$1.07M Buy
+41,319
New +$986K ﹤0.01% 1967

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
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
FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return