OTAX ETF
OTAX ETF
$50.68
Optimal Tax Managed Equity ETF
AUM$72M
TER0.58%
Holdings207
See how much of OTAX you already own
OTAX holds 44.3% of its assets in its 10 largest positions as of Sep 15, 2026. OTAX is Optimal Tax Managed Equity ETF.
OTAX ETF Top Holdings
OTAX holdings top 10 positions. The top 10 holdings account for 44.3% of the fund, led by Columbia Research Enhanced Core Etf at 9.0%, Invesco S&P 500 Equal Weight Etf (Rsp) at 7.9%, Nvidia Corp at 5.1%.
OTAX portfolio concentration is moderate, with the top 10 representing 44.3% of total assets. The largest sector exposure is Information Technology at 31.9%.
OTAX sectors provide a detailed breakdown. OTAX overlap shows how holdings compare to other funds in your portfolio.