OTAX

Optimal Tax Managed Equity ETF is an actively managed exchange-traded fund that invests principally in U.S.-listed equity securities of quality large-, mid-, and small-capitalization companies screened using proprietary free cash flow return on invested capital metrics. The fund allocates capital across three core U.S. equity sleeves focusing on large-cap market exposure, mid-cap price momentum, and small-cap value combined with operating quality, alongside optional allocations to depositary receipts and third-party ETFs.