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

$70.9M

Expense ratio

0.58%

Net asset value

$49.76

NAV as of

Oct 14, 2026

Distributions

Quarterly

Leverage

1×

Fund page

www.o.tax↗

• 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 $70.9M 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 at Light Horse Dashboard, the trading API, or an AI agent connected over MCP. The trade panel on this page places the order once you are signed in.