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O

OTAX

Optimal Tax Managed Equity ETF

48.94

Oct 22 • 4:00 PM ET -0.89 (-1.79%)

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 / Yes

Tags	U.S.
Tags	equity
Tags	quality
Tags	momentum
Tags	value
Tags	-
Tags	-
Sector/Theme
Region
SMA20	-2.31%
SMA50	-2.30%
SMA200	-2.30%

Return% 1Y	-
Return% 3Y	-
Return% 5Y	-
Return% 10Y
Return% SI
Flows% 1M	7.71%
Flows% 3M	82.70%
Flows% YTD	82.70%
Flows% 1Y
Flows% 3Y
Flows% 5Y
Trades

Total Holdings	236
AUM	75.91M
NAV/sh
52W High	51.21 -4.43%
52W Low	48.92 0.04%
Volatility	0.74% 0.50%
ATR (14)	0.47
RSI (14)	38.35
Beta	-
Rel Volume	0.33
Avg Volume	22.14K
Volume	7,359

Perf Week	-1.78%
Perf Month	-2.56%
Perf Quarter	-
Perf Half Y	-
Perf YTD	-2.22%
Perf Year	-
Perf 3Y	-
Perf 5Y	-
Perf 10Y	-
Prev Close	49.83
Price	48.94
Change %	-1.79%

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