SS
TAX

Sunbelt Securities’s Cambria Tax Aware ETF TAX Stock Holding History

Sunbelt Securities’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 		$396K Hold
14,608
– – 0.03% 461
2025
Q4 		$415K Buy
14,608
+19
+0.1% +$536 0.03% 450
2025
Q3 		$404K Buy
+14,589
New +$393K 0.03% 441

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Focus Partners Wealth
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

Sunbelt Securities's TAX Position: Q1 2026 in Review

Sunbelt Securities held its Cambria Tax Aware ETF (TAX) position steady in Q1 2026 at 14,608 shares worth $396K. The position accounts for 0.03% of the portfolio, ranked #461.

Sunbelt Securities first reported a position in TAX in Q3 2025 and has held it in 3 quarters since. The position peaked at $415K in Q4 2025. 9 funds tracked by Wall St. Rank hold TAX as of Q1 2026.

  • Sunbelt Securities held 14,608 shares of Cambria Tax Aware ETF worth $396K as of Q1 2026.
  • Sunbelt Securities left its Cambria Tax Aware ETF share count unchanged in Q1 2026.
  • Cambria Tax Aware ETF made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #461 holding.
  • Sunbelt Securities first reported a position in Cambria Tax Aware ETF in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Cambria Tax Aware ETF position peaked at $415K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Cambria Tax Aware ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.