Baystate Wealth Management’s Cambria Tail Risk ETF TAIL Stock Holding History

Baystate Wealth Management’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 Q2	–	Sell	-574	Closed	-$8.45K	–	1090
2023 Q1	$8.45K	Buy	574 +2	+0.3%	+$30	﹤0.01%	590
2022 Q4	$9K	Buy	572 +3	+0.5%	+$47	﹤0.01%	599
2022 Q3	$10K	Buy	569 +1	+0.2%	+$17	﹤0.01%	546
2022 Q2	$10K	Buy	+568	New	+$9.63K	﹤0.01%	566

Other funds holding TAIL

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

CFG

Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Baystate Wealth Management's TAIL Position: Q2 2023 in Review

Baystate Wealth Management sold out of Cambria Tail Risk ETF (TAIL) in Q2 2023, closing a stake of 574 shares — an estimated $8.45K sold.

Baystate Wealth Management first reported a position in TAIL in Q2 2022 and held it in 4 quarters. The position peaked at $10K in Q3 2022. 51 funds tracked by Wall St. Rank hold TAIL as of Q2 2023.

Baystate Wealth Management reported no remaining Cambria Tail Risk ETF position as of Q2 2023 after selling out during the quarter.
Baystate Wealth Management sold 574 Cambria Tail Risk ETF shares in Q2 2023, an estimated $8.45K.
Baystate Wealth Management first reported a position in Cambria Tail Risk ETF in Q2 2022 and held it in 4 quarters.
Baystate Wealth Management's Cambria Tail Risk ETF position peaked at $10K in Q3 2022.
51 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q2 2023.

Based on Baystate Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.