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B.O.S.S. Retirement Advisors’s Cambria Tail Risk ETF TAIL Stock Holding History

B.O.S.S. Retirement Advisors’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
2023
Q4 		– Sell
-141,642
Closed -$1.83M – 266
2023
Q3 		$1.83M Buy
141,642
+6,051
+4% +$80.3K 0.39% 85
2023
Q2 		$1.84M Buy
135,591
+52,476
+63% +$753K 0.39% 89
2023
Q1 		$1.22M Buy
+83,115
New +$1.24M 0.29% 132

Other funds holding TAIL

CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
ARC
Advisor Resource Council Dallas, Texas $309M AUM 22.32% 1-Year Est. Return

B.O.S.S. Retirement Advisors's TAIL Position: Q4 2023 in Review

B.O.S.S. Retirement Advisors sold out of Cambria Tail Risk ETF (TAIL) in Q4 2023, closing a stake of 141,642 shares — an estimated $1.83M sold.

B.O.S.S. Retirement Advisors first reported a position in TAIL in Q1 2023 and held it in 3 quarters. The position peaked at $1.84M in Q2 2023. 40 funds tracked by Wall St. Rank hold TAIL as of Q4 2023.

  • B.O.S.S. Retirement Advisors reported no remaining Cambria Tail Risk ETF position as of Q4 2023 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 141,642 Cambria Tail Risk ETF shares in Q4 2023, an estimated $1.83M.
  • B.O.S.S. Retirement Advisors first reported a position in Cambria Tail Risk ETF in Q1 2023 and held it in 3 quarters.
  • B.O.S.S. Retirement Advisors's Cambria Tail Risk ETF position peaked at $1.84M in Q2 2023.
  • 40 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q4 2023.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.