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OTAX · 1 ticker

Price

100 is the close on the left
DailyWeeklyMonthly6m1y2yTerms
OTAX 96.4 -3.6%
OTAX9095100105Aug 26Sep 26Oct 26Nov 26

Snapshot

best blue · worst red
OTAX
Optimal Tax Managed Equity ETF
48.26
-0.30 (-0.63%)

Fund

CategoryUS Equities - Dividend & Fundamental
SponsorOptimal Tax Asset Management
Dividend Gr. 3/5Y- -
Expense0.58%
IPOAug 26, 2026

Holdings

Total Holdings259
Assets81.32M
52-week high51.21 -5.8%
52-week low46.44 +3.9%
Volatility0.51% 0.62%
Average range0.65
Strength index45.41
Relative volume0.00
Avg Volume17.22K
Volume0

Returns

Flows% 1M17.63%
Flows% 3M104.76%
Flows% YTD104.76%

Structure

Asset TypeEquities (Stocks)
Options and shortNo / Yes

Trend

TagsU.S. · equity · quality · momentum · value
20-day average-0.92%
50-day average-2.72%
200-day average-2.84%

Performance

Perf Week3.91%
Perf Month-3.07%
Perf YTD-3.59%
Prev Close48.25
Price48.25
Change %0.00%

Compare

OTAX
Price 48.26
Change -0.30 (-0.63%)

Compare · Fund

OTAX
Category US Equities - Dividend & Fundamental
Sponsor Optimal Tax Asset Management
Dividend Gr. 3/5Y - -
Expense 0.58%
IPO Aug 26, 2026

Compare · Holdings

OTAX
Total Holdings 259
Assets 81.32M
52-week high 51.21 -5.8%
52-week low 46.44 +3.9%
Volatility 0.51% 0.62%
Average range 0.65
Strength index 45.41
Relative volume 0.00
Avg Volume 17.22K
Volume 0

Compare · Returns

OTAX
Flows% 1M 17.63%
Flows% 3M 104.76%
Flows% YTD 104.76%

Compare · Structure

OTAX
Asset Type Equities (Stocks)
Options and short No / Yes

Compare · Trend

OTAX
Tags U.S. · equity · quality · momentum · value
20-day average -0.92%
50-day average -2.72%
200-day average -2.84%

Compare · Performance

OTAX
Perf Week 3.91%
Perf Month -3.07%
Perf YTD -3.59%
Prev Close 48.25
Price 48.25
Change % 0.00%

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