OTAX

Optimal Tax Managed Equity ETF

51.01

Oct 06 • 10:50 AM ET +0.31 (0.61%)

51.01

Aftermarket • 4:15 PM ET 0.00 (0.00%)

Financial Exchange Traded Fund USA NYSE

Category	US Equities - Dividend & Fundamental
Sponsor	Optimal Tax Asset Management
Fund Family
Index	-
Index Weighting
Active/Passive
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Expense	0.58%
Inverse/Leveraged
IPO	Aug 26, 2026

Asset Type	Equities (Stocks)
ETF Type
Bond Type
Average Maturity
Commodity Type
Quant Type
ESG Type
Dividend Type
Structure Type
Growth/Value
Market Cap
Option/Short	No / No

Tags	-
Tags	-
Tags	-
Tags	-
Tags	-
Tags	-
Tags	-
Sector/Theme
Region
SMA20	1.81%
SMA50	1.72%
SMA200	1.72%

Return% 1Y	-
Return% 3Y	-
Return% 5Y	-
Return% 10Y
Return% SI
Flows% 1M	45.63%
Flows% 3M	71.07%
Flows% YTD	71.07%
Flows% 1Y
Flows% 3Y
Flows% 5Y
Trades

Total Holdings	236
AUM	73.23M
NAV/sh
52W High	51.21 -0.39%
52W Low	49.39 3.28%
Volatility	0.39% 0.46%
ATR (14)	0.39
RSI (14)	61.40
Beta	-
Rel Volume	0.02
Avg Volume	27.76K
Volume	624

Perf Week	2.10%
Perf Month	1.17%
Perf Quarter	-
Perf Half Y	-
Perf YTD	1.91%
Perf Year	-
Perf 3Y	-
Perf 5Y	-
Perf 10Y	-
Prev Close	50.70
Price	51.01
Change %	0.61%

Actively managed ETF advised by EA Advisers and sub-advised by Optimal Tax Asset Management that invests in US-listed equities of profitable large-, mid-, and small-cap companies selected by a proprietary tax-managed model, seeking long-term capital appreciation.

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OTAX

Optimal Tax Managed Equity ETF

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