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TAX

Cambria Tax Aware ETF

May 11 • 01:12PM ET

30.18

-0.06 -0.19 %

Financial • Exchange Traded Fund • USA • NASD

Held by: USEW ENDW

Category	US Equities - US Style	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	28.86%	Total Holdings	102	Perf Week	2.51%
Sponsor	Cambria Funds	ETF Type		Tags	equity	Return% 3Y	-	AUM	25.13M	Perf Month	6.81%
Fund Family		Bond Type		Tags	value	Return% 5Y	-	NAV/sh		Perf Quarter	2.27%
Index	-	Average Maturity		Tags	dividend	Return% 10Y		52W High	30.48 -0.98%	Perf Half Y	8.39%
Index Weighting		Commodity Type		Tags	-	Return% SI		52W Low	23.59 27.94%	Perf YTD	6.25%
Active/Passive		Quant Type		Tags	-	Flows% 1M	0.00%	Volatility	0.11% 0.20%	Perf Year	27.84%
Dividend TTM	0.10 (0.32%)	ESG Type		Tags	-	Flows% 3M	0.00%	ATR (14)	0.27	Perf 3Y	-
Dividend Ex-Date	Dec 23, 2025	Dividend Type		Sector/Theme		Flows% YTD	-21.02%	RSI (14)	62.77	Perf 5Y	-
Dividend Gr. 3/5Y	- -	Structure Type		Region		Flows% 1Y		Beta	0.97	Perf 10Y	-
Expense	0.54%	Growth/Value		SMA20	1.78%	Flows% 3Y		Rel Volume	0.04	Prev Close	30.24
Inverse/Leveraged		Market Cap		SMA50	6.41%	Flows% 5Y		Avg Volume	0.51K	Price	30.18
IPO	Dec 18, 2024	Option/Short	No / Yes	SMA200	7.34%	Trades		Volume	16	Change	-0.19%

Dec-18-25 08:30AM	Cambria Announces Launch of Cambria US EW ETF (USEW); Joins TAX, ENDW, and GEW as Cambrias Fourth 351 ETF Exchange (Business Wire)
Oct-06-25 03:28PM	How to Defer Taxes Like the Rich and Famous (Zacks)
Sep-29-25 06:05AM	The 351 Exchange ETF Is Here. More Are on the Way (The Daily Upside)
Sep-25-25 09:00AM	Cambria Announces Launch of Cambria Global EW ETF (GEW); Joins TAX and ENDW as Cambrias Third 351 ETF Exchange (Business Wire)
Jul-01-25 09:00AM	Cambria to Launch Global Equal Weight ETF (GEW) with Potential for Tax-Deferral Opportunity for Appreciated Securities via 351 ETF Exchange (Business Wire)
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Dec-18-24 09:00AM	Cambria and ETF Architect Launch Cambria Tax Aware ETF (TAX) with $27 Million (Business Wire)

Cambria Tax Aware ETF seeks to provide a tax-efficient investment return consisting of capital appreciation. The fund is an actively managed exchanged-traded fund ("ETF") that invests in U.S.-listed equity securities that have a market capitalization of greater than $5 billion. Utilizing its own quantitative model, the fund's investment sub-adviser, Cambria Investment Management, L.P. ("Cambria" or the "Sub-Adviser") selects value stocks with lower dividend distributions, which are generally taxed as ordinary income.

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TAX

Cambria Tax Aware ETF

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