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

Beaird Harris 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
2024
Q2 		– Sell
-110
Closed -$1.33K – 789
2024
Q1 		$1.33K Buy
+110
New +$1.36K ﹤0.01% 518

Other funds holding TAIL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Beaird Harris Wealth Management's TAIL Position: Q2 2024 in Review

Beaird Harris Wealth Management sold out of Cambria Tail Risk ETF (TAIL) in Q2 2024, closing a stake of 110 shares — an estimated $1.33K sold.

Beaird Harris Wealth Management first reported a position in TAIL in Q1 2024 and held it in 1 quarter. The position peaked at $1.33K in Q1 2024. 30 funds tracked by Wall St. Rank hold TAIL as of Q2 2024.

  • Beaird Harris Wealth Management reported no remaining Cambria Tail Risk ETF position as of Q2 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 110 Cambria Tail Risk ETF shares in Q2 2024, an estimated $1.33K.
  • Beaird Harris Wealth Management first reported a position in Cambria Tail Risk ETF in Q1 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Cambria Tail Risk ETF position peaked at $1.33K in Q1 2024.
  • 30 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.