Optimal Tax Managed Equity ETF (OTAX) ETF Ticker
OTAX right now
Market factors today
Unlock the full OTAX picture
About Optimal Tax Managed Equity ETF
The Optimal Tax Managed Equity ETF seeks to achieve long-term capital appreciation. The Fund is an actively-managed ETF that principally invests in the U.S.-listed equity securities of quality large-, mid-, and small- capitalization companies based on a proprietary model developed by the Fund's sub-adviser, Optimal Tax Asset Management, Inc.
OTAX etf facts
| Ticker symbol | OTAX |
| Exchange | New York Stock Exchange |
| Sector | Financial Services |
| Industry | Asset Management |
| Market cap | $45.6M |
| Headquarters | Newtown Square, PA, US |
| IPO date | 2026-08-26 |
| Website | o.tax |
What you can see for OTAX on Tickr
Live OTAX price chart with overlays, holdings, sector and country allocation, financial statements and consensus estimates, analyst ratings, catalysts, news with AI scoring, and an AI chat that has read the OTAX report.
Rankings
FAQ
What is the ticker symbol for Optimal Tax Managed Equity ETF?
The ticker symbol for Optimal Tax Managed Equity ETF is OTAX, listed on the New York Stock Exchange.
What is OTAX?
The Optimal Tax Managed Equity ETF seeks to achieve long-term capital appreciation. The Fund is an actively-managed ETF that principally invests in the U.S.-listed equity securities of quality large-, mid-, and small- capitalization companies based on a proprietary model developed by the Fund's sub-adviser, Optimal Tax Asset Management, Inc.