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TAX
ETF ticker: NASDAQ
AS OF
Jul 3, 02:00 PM (EDT)
Price
$26.30
Change
-$0.04 (-0.15%)

TAX stock forecast, quote, news & analysis

The investment seeks to provide a tax-efficient investment return consisting of capital appreciation... Show more

Category: #Large Value
TAX
Daily Signalchanged days ago
Gain/Loss if bought
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published price charts
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A.I.Advisor
a Summary for TAX with price predictions
Jul 02, 2025

Momentum Indicator for TAX turns positive, indicating new upward trend

TAX saw its Momentum Indicator move above the 0 level on June 24, 2025. This is an indication that the stock could be shifting in to a new upward move. Traders may want to consider buying the stock or buying call options. Tickeron's A.I.dvisor looked at 7 similar instances where the indicator turned positive. In of the 7 cases, the stock moved higher in the following days. The odds of a move higher are at .

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

The Aroon Indicator entered an Uptrend today. In of 14 cases where TAX Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are .

Bearish Trend Analysis

The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 5 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.

The Moving Average Convergence Divergence Histogram (MACD) for TAX turned negative on July 01, 2025. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 4 similar instances when the indicator turned negative. In of the 4 cases the stock turned lower in the days that followed. This puts the odds of success at .

TAX broke above its upper Bollinger Band on June 24, 2025. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Walmart (NYSE:WMT), Eli Lilly & Co (NYSE:LLY), Unitedhealth Group (NYSE:UNH), Procter & Gamble Company (NYSE:PG), Johnson & Johnson (NYSE:JNJ).

Industry description

The investment seeks to provide a tax-efficient investment return consisting of capital appreciation. The fund is an actively managed exchanged-traded fund (“ETF”) that invests in U.S.-listed equity securities that have a market capitalization of greater than $5 billion. Utilizing its own quantitative model, the fund’s investment sub-adviser, Cambria Investment Management, L.P. (“Cambria” or the “Sub-Adviser”) selects value stocks with lower dividend distributions, which are generally taxed as ordinary income.

Market Cap

The average market capitalization across the Cambria Tax Aware ETF ETF is 150.62B. The market cap for tickers in the group ranges from 2.88B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CALM at 2.88B.

High and low price notable news

The average weekly price growth across all stocks in the Cambria Tax Aware ETF ETF was 15%. For the same ETF, the average monthly price growth was 31%, and the average quarterly price growth was 80%. CCL experienced the highest price growth at 16%, while PLTR experienced the biggest fall at -8%.

Volume

The average weekly volume growth across all stocks in the Cambria Tax Aware ETF ETF was -6%. For the same stocks of the ETF, the average monthly volume growth was -5% and the average quarterly volume growth was 33%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 63
P/E Growth Rating: 53
Price Growth Rating: 43
SMR Rating: 47
Profit Risk Rating: 39
Seasonality Score: 30 (-100 ... +100)
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TAX
Daily Signalchanged days ago
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published General Information

General Information

a holding company and provides tax preparation services

Category LargeValue

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