SAF
TAX

Smith Anglin Financial’s Cambria Tax Aware ETF TAX Stock Holding History

Smith Anglin Financial’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
2025
Q2 		$1.38M Sell
53,062
-8,933
-14% -$213K 0.12% 67
2025
Q1 		$1.42M Buy
61,995
+2,000
+3% +$48.6K 0.15% 58
2024
Q4 		$1.46M Buy
+59,995
New +$1.48M 0.14% 58

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Seed Wealth Management Evanston, Illinois $158M AUM 17.51% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Smith Anglin Financial's TAX Position: Q2 2025 in Review

Smith Anglin Financial reduced its Cambria Tax Aware ETF (TAX) stake by 14% in Q2 2025, selling an estimated $213K and leaving 53,062 shares worth $1.38M. The position accounts for 0.12% of the portfolio, ranked #67.

Smith Anglin Financial first reported a position in TAX in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.46M in Q4 2024. 12 funds tracked by Wall St. Rank hold TAX as of Q2 2025.

  • Smith Anglin Financial held 53,062 shares of Cambria Tax Aware ETF worth $1.38M as of Q2 2025.
  • Smith Anglin Financial sold 8,933 Cambria Tax Aware ETF shares in Q2 2025, an estimated $213K.
  • Cambria Tax Aware ETF made up 0.12% of Smith Anglin Financial's portfolio in Q2 2025, its #67 holding.
  • Smith Anglin Financial first reported a position in Cambria Tax Aware ETF in Q4 2024 and has held it in 3 quarters since.
  • Smith Anglin Financial's Cambria Tax Aware ETF position peaked at $1.46M in Q4 2024.
  • 12 funds tracked by Wall St. Rank held Cambria Tax Aware ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.