Capital Analysts LLC’s Cambria Tail Risk ETF TAIL Stock Holding History

Capital Analysts LLC’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 Q2	$56K	Hold	5,257	–	–	﹤0.01%	968
2026 Q1	$62K	Hold	5,257	–	–	﹤0.01%	902
2025 Q4	$60K	Hold	5,257	–	–	﹤0.01%	887
2025 Q3	$62K	Sell	5,257 -5,256	-50%	-$62.4K	﹤0.01%	843
2025 Q2	$126K	Buy	+10,513	New	+$131K	﹤0.01%	620

Other funds holding TAIL

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SIA

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

Persium Advisors Atlanta, Georgia $153M AUM 27.89% 1-Year Est. Return

Capital Analysts LLC's TAIL Position: Q2 2026 in Review

Capital Analysts LLC held its Cambria Tail Risk ETF (TAIL) position steady in Q2 2026 at 5,257 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Capital Analysts LLC first reported a position in TAIL in Q2 2025 and has held it in 5 quarters since. The position peaked at $126K in Q2 2025. 58 funds tracked by Wall St. Rank hold TAIL as of Q2 2026.

Capital Analysts LLC held 5,257 shares of Cambria Tail Risk ETF worth $56K as of Q2 2026.
Capital Analysts LLC left its Cambria Tail Risk ETF share count unchanged in Q2 2026.
Cambria Tail Risk ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #968 holding.
Capital Analysts LLC first reported a position in Cambria Tail Risk ETF in Q2 2025 and has held it in 5 quarters since.
Capital Analysts LLC's Cambria Tail Risk ETF position peaked at $126K in Q2 2025.
58 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.