Cary Street Partners Investment Advisory’s Cambria Tail Risk ETF TAIL Stock Holding History

Cary Street Partners Investment Advisory’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
2022 Q1	–	Sell	-11,500	Closed	-$205K	–	292
2021 Q4	$205K	Buy	+11,500	New	+$209K	0.06%	252

Other funds holding TAIL

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GAG

Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

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

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

JCM

J2 Capital Management Troy, Michigan $149M AUM 18.29% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Cary Street Partners Investment Advisory's TAIL Position: Q1 2022 in Review

Cary Street Partners Investment Advisory sold out of Cambria Tail Risk ETF (TAIL) in Q1 2022, closing a stake of 11,500 shares — an estimated $205K sold.

Cary Street Partners Investment Advisory first reported a position in TAIL in Q4 2021 and held it in 1 quarter. The position peaked at $205K in Q4 2021. 54 funds tracked by Wall St. Rank hold TAIL as of Q1 2022.

Cary Street Partners Investment Advisory reported no remaining Cambria Tail Risk ETF position as of Q1 2022 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 11,500 Cambria Tail Risk ETF shares in Q1 2022, an estimated $205K.
Cary Street Partners Investment Advisory first reported a position in Cambria Tail Risk ETF in Q4 2021 and held it in 1 quarter.
Cary Street Partners Investment Advisory's Cambria Tail Risk ETF position peaked at $205K in Q4 2021.
54 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q1 2022.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2022, filed 16 May 2022.