UBS Group
TAX icon

UBS Group’s Cambria Tax Aware ETF TAX Stock Holding History

UBS Group’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
Q3 		$22K Buy
+727
New +$22.6K ﹤0.01% 8405

Other funds holding TAX

Kesler Norman & Wride
Kesler Norman & Wride Ogden, Utah $643M AUM 27% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Private Wealth Asset Management
Private Wealth Asset Management Cedar Rapids, Iowa $1.83B AUM 19.91% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

UBS Group's TAX Position: Q3 2026 in Review

UBS Group opened a new position in Cambria Tax Aware ETF (TAX) in Q3 2026: 727 shares worth $22K. The stake represents ﹤0.01% of the portfolio and ranks #8405 among its holdings.

6 funds tracked by Wall St. Rank hold TAX as of Q3 2026.

  • UBS Group held 727 shares of Cambria Tax Aware ETF worth $22K as of Q3 2026.
  • Cambria Tax Aware ETF was a new UBS Group position in Q3 2026.
  • Cambria Tax Aware ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8405 holding.
  • 6 funds tracked by Wall St. Rank held Cambria Tax Aware ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.