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Beaumont Financial Advisors’s Cambria Tail Risk ETF TAIL Stock Holding History

Beaumont Financial 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
2026
Q1 		$8.32M Buy
+710,791
New +$8.24M 0.57% 45
2023
Q1 		– Sell
-892,548
Closed -$13.7M – 338
2022
Q4 		$13.7M Buy
+892,548
New +$14M 1.37% 20

Other funds holding TAIL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $210M AUM 19.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Beaumont Financial Advisors's TAIL Position: Q1 2026 in Review

Beaumont Financial Advisors opened a new position in Cambria Tail Risk ETF (TAIL) in Q1 2026: 710,791 shares worth $8.32M. The stake represents 0.57% of the portfolio and ranks #45 among its holdings. This is a return to the name: Beaumont Financial Advisors previously reported a position in TAIL as recently as Q4 2022.

Beaumont Financial Advisors first reported a position in TAIL in Q4 2022 and has held it in 2 quarters since. The position peaked at $13.7M in Q4 2022. 51 funds tracked by Wall St. Rank hold TAIL as of Q1 2026.

  • Beaumont Financial Advisors held 710,791 shares of Cambria Tail Risk ETF worth $8.32M as of Q1 2026.
  • Cambria Tail Risk ETF was a new Beaumont Financial Advisors position in Q1 2026.
  • Cambria Tail Risk ETF made up 0.57% of Beaumont Financial Advisors's portfolio in Q1 2026, its #45 holding.
  • Beaumont Financial Advisors first reported a position in Cambria Tail Risk ETF in Q4 2022 and has held it in 2 quarters since.
  • Beaumont Financial Advisors's Cambria Tail Risk ETF position peaked at $13.7M in Q4 2022.
  • 51 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.