OTAX - Optimal Tax Managed Equity ETF Options

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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	U.S.
Tags	equity
Tags	quality
Tags	momentum
Tags	value
Tags	-
Tags	-
Sector/Theme
Region
SMA20	0.74%
SMA50	0.81%
SMA200	0.81%

Return% 1Y	-
Return% 3Y	-
Return% 5Y	-
Return% 10Y
Return% SI
Flows% 1M	20.87%
Flows% 3M	69.26%
Flows% YTD	69.26%
Flows% 1Y
Flows% 3Y
Flows% 5Y
Trades

Total Holdings	237
AUM	71.89M
NAV/sh
52W High	51.21 -1.21%
52W Low	49.39 2.43%
Volatility	0.34% 0.36%
ATR (14)	0.37
RSI (14)	54.61
Beta	-
Rel Volume	0.00
Avg Volume	25.14K
Volume	4

Perf Week	0.29%
Perf Month	2.09%
Perf Quarter	-
Perf Half Y	-
Perf YTD	1.08%
Perf Year	-
Perf 3Y	-
Perf 5Y	-
Perf 10Y	-
Prev Close	50.49
Price	50.59
Change %	0.20%

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