CAPTRUST Financial Advisors
TAIL icon

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

CAPTRUST 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
2021
Q3 		– Sell
-5,663
Closed -$106K – 4757
2021
Q2 		$106K Hold
5,663
– – ﹤0.01% 1990
2021
Q1 		$106K Hold
5,663
– – ﹤0.01% 1910
2020
Q4 		$116K Buy
+5,663
New +$119K ﹤0.01% 1428

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OPCM
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GG
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DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
IA
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CAPTRUST Financial Advisors's TAIL Position: Q3 2021 in Review

CAPTRUST Financial Advisors sold out of Cambria Tail Risk ETF (TAIL) in Q3 2021, closing a stake of 5,663 shares — an estimated $106K sold.

CAPTRUST Financial Advisors first reported a position in TAIL in Q4 2020 and held it in 3 quarters. The position peaked at $116K in Q4 2020. 52 funds tracked by Wall St. Rank hold TAIL as of Q3 2021.

  • CAPTRUST Financial Advisors reported no remaining Cambria Tail Risk ETF position as of Q3 2021 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 5,663 Cambria Tail Risk ETF shares in Q3 2021, an estimated $106K.
  • CAPTRUST Financial Advisors first reported a position in Cambria Tail Risk ETF in Q4 2020 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's Cambria Tail Risk ETF position peaked at $116K in Q4 2020.
  • 52 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q3 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.