Action Point Financial Planning’s Cambria Tail Risk ETF TAIL Stock Holding History

Action Point Financial Planning’s Portfolio TAIL Stock Details TAIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.13K	Buy	+200	New	+$2.19K	﹤0.01%	2235

Other funds holding TAIL

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Persium Advisors Atlanta, Georgia $153M AUM 27.89% 1-Year Est. Return

Action Point Financial Planning's TAIL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Cambria Tail Risk ETF (TAIL) in Q2 2026: 200 shares worth $2.13K. The stake represents ﹤0.01% of the portfolio and ranks #2235 among its holdings.

58 funds tracked by Wall St. Rank hold TAIL as of Q2 2026.

Action Point Financial Planning held 200 shares of Cambria Tail Risk ETF worth $2.13K as of Q2 2026.
Cambria Tail Risk ETF was a new Action Point Financial Planning position in Q2 2026.
Cambria Tail Risk ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2235 holding.
58 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.