Cetera Investment Advisers
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Cetera Investment Advisers’s Cambria Tail Risk ETF TAIL Stock Holding History

Cetera Investment Advisers’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
2023
Q3 		– Sell
-126,180
Closed -$1.71M – 2292
2023
Q2 		$1.71M Buy
126,180
+3,966
+3% +$56.9K 0.01% 837
2023
Q1 		$1.8M Buy
122,214
+108,531
+793% +$1.62M 0.02% 783
2022
Q4 		$209K Sell
13,683
-178,368
-93% -$2.8M ﹤0.01% 1880
2022
Q3 		$3.24M Sell
192,051
-1,163
-0.6% -$19.4K 0.06% 322
2022
Q2 		$3.4M Buy
193,214
+10,248
+6% +$174K 0.05% 349
2022
Q1 		$3.05M Buy
+182,966
New +$3.22M 0.04% 418

Other funds holding TAIL

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.8B AUM 27.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

Cetera Investment Advisers's TAIL Position: Q3 2023 in Review

Cetera Investment Advisers sold out of Cambria Tail Risk ETF (TAIL) in Q3 2023, closing a stake of 126,180 shares — an estimated $1.71M sold.

Cetera Investment Advisers first reported a position in TAIL in Q1 2022 and held it in 6 quarters. The position peaked at $3.4M in Q2 2022. 50 funds tracked by Wall St. Rank hold TAIL as of Q3 2023.

  • Cetera Investment Advisers reported no remaining Cambria Tail Risk ETF position as of Q3 2023 after selling out during the quarter.
  • Cetera Investment Advisers sold 126,180 Cambria Tail Risk ETF shares in Q3 2023, an estimated $1.71M.
  • Cetera Investment Advisers first reported a position in Cambria Tail Risk ETF in Q1 2022 and held it in 6 quarters.
  • Cetera Investment Advisers's Cambria Tail Risk ETF position peaked at $3.4M in Q2 2022.
  • 50 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q3 2023.

Based on Cetera Investment Advisers's 13F filing for Q3 2023, filed 14 Nov 2023.