Kesler Norman & Wride’s Cambria Tax Aware ETF TAX Stock Holding History

Kesler Norman & Wride’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	$7.25M	Sell	228,493 -2,411	-1%	-$71.9K	1.15%	25
2026 Q1	$6.27M	Sell	230,904 -2,235	-1%	-$63.6K	1.08%	30
2025 Q4	$6.62M	Sell	233,139 -34,833	-13%	-$983K	1.14%	27
2025 Q3	$6.54M	Buy	267,972 +27,126	+11%	+$730K	1.28%	23
2025 Q2	$6.25M	Sell	240,846 -16,035	-6%	-$382K	1.11%	30
2025 Q1	$5.9M	Buy	+256,881	New	+$6.24M	1.12%	31

Other funds holding TAX

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Kesler Norman & Wride's TAX Position: Q2 2026 in Review

Kesler Norman & Wride reduced its Cambria Tax Aware ETF (TAX) stake by 1% in Q2 2026, selling an estimated $71.9K and leaving 228,493 shares worth $7.25M. The position accounts for 1.15% of the portfolio, ranked #25.

Kesler Norman & Wride first reported a position in TAX in Q1 2025 and has held it in 6 quarters since. 3 funds tracked by Wall St. Rank hold TAX as of Q2 2026.

Kesler Norman & Wride held 228,493 shares of Cambria Tax Aware ETF worth $7.25M as of Q2 2026.
Kesler Norman & Wride sold 2,411 Cambria Tax Aware ETF shares in Q2 2026, an estimated $71.9K.
Cambria Tax Aware ETF made up 1.15% of Kesler Norman & Wride's portfolio in Q2 2026, its #25 holding.
Kesler Norman & Wride first reported a position in Cambria Tax Aware ETF in Q1 2025 and has held it in 6 quarters since.
3 funds tracked by Wall St. Rank held Cambria Tax Aware ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.