Optimal Tax Managed Equity ETF (OTAX) price, chart and fund profile
Price chart
Fund profile
OTAX is a broad exposure equity ETF designed for advisers, by advisers, to be a complete equity allocation—with ETF structural tax efficiency—in a single purchase.
- Issuer
- Empowered Funds, LLC
- Industry
- —
- Inception
- Aug 25, 2026
- Assets under management
- $42.1M
- Expense ratio
- 0.58%
- Net asset value
- $50.40
- NAV as of
- Aug 28, 2026
- Leverage
- 1×
- Fund page
- www.o.tax↗
Frequently asked questions
What is Optimal Tax Managed Equity ETF (OTAX)?
OTAX is a broad exposure equity ETF designed for advisers, by advisers, to be a complete equity allocation—with ETF structural tax efficiency—in a single purchase.
What is OTAX's expense ratio?
Optimal Tax Managed Equity ETF charges an annual expense ratio of 0.58%. The fund is issued by Empowered Funds, LLC.
How large is OTAX?
Optimal Tax Managed Equity ETF manages $42.1M in assets and has traded since Aug 25, 2026.
How do I buy shares of Optimal Tax Managed Equity ETF (OTAX)?
OTAX trades commission-free with a Light Horse Securities brokerage account — from the mobile app, the web dashboard at portal.lighthorse.io, the trading API, or an AI agent connected over MCP. The trade panel on this page places the order once you are signed in.
Quotes and charts are not real-time and must not be relied on for trade decisions or valuation.
This page is for informational purposes only. Nothing on it is a recommendation, solicitation or offer to buy or sell any security, nor investment, legal or tax advice. Light Horse Securities Inc does not verify third-party data and is not responsible for its accuracy, completeness or timeliness.