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	-1.03%
SMA50	-0.74%
SMA200	-0.74%

Return% 1Y	-
Return% 3Y	-
Return% 5Y	-
Return% 10Y
Return% SI
Flows% 1M	1.42%
Flows% 3M	70.88%
Flows% YTD	70.88%
Flows% 1Y
Flows% 3Y
Flows% 5Y
Trades

Total Holdings	236
AUM	70.91M
NAV/sh
52W High	51.21 -2.70%
52W Low	49.39 0.89%
Volatility	0.58% 0.40%
ATR (14)	0.40
RSI (14)	43.77
Beta	-
Rel Volume	0.27
Avg Volume	23.91K
Volume	6,409

Perf Week	-1.31%
Perf Month	0.89%
Perf Quarter	-
Perf Half Y	-
Perf YTD	-0.44%
Perf Year	-
Perf 3Y	-
Perf 5Y	-
Perf 10Y	-
Prev Close	49.78
Price	49.83
Change %	0.09%

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