Bank of Montreal’s Cambria Tail Risk ETF TAIL Stock Holding History

Bank of Montreal’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 Q1	$117K	Hold	10,000	–	–	﹤0.01%	3091
2025 Q4	$115K	Buy	+10,000	New	+$118K	﹤0.01%	3010
2021 Q1	–	Sell	-770	Closed	-$16K	–	5335
2020 Q4	$16K	Sell	770 -61,886	-99%	-$1.3M	﹤0.01%	4527
2020 Q3	$1.35M	Buy	62,656 +25,376	+68%	+$555K	﹤0.01%	1829
2020 Q2	$827K	Sell	37,280 -7,871	-17%	-$178K	﹤0.01%	2022
2020 Q1	$1.13M	Buy	+45,151	New	+$947K	﹤0.01%	1659

Other funds holding TAIL

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

SIA

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

FSA

Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of Montreal's TAIL Position: Q1 2026 in Review

Bank of Montreal held its Cambria Tail Risk ETF (TAIL) position steady in Q1 2026 at 10,000 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #3091.

Bank of Montreal first reported a position in TAIL in Q1 2020 and has held it in 6 quarters since. The position peaked at $1.35M in Q3 2020. 51 funds tracked by Wall St. Rank hold TAIL as of Q1 2026.

Bank of Montreal held 10,000 shares of Cambria Tail Risk ETF worth $117K as of Q1 2026.
Bank of Montreal left its Cambria Tail Risk ETF share count unchanged in Q1 2026.
Cambria Tail Risk ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3091 holding.
Bank of Montreal first reported a position in Cambria Tail Risk ETF in Q1 2020 and has held it in 6 quarters since.
Bank of Montreal's Cambria Tail Risk ETF position peaked at $1.35M in Q3 2020.
51 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.