COMPASS FINANCIAL MANAGEMENT LLC’s Cambria Tail Risk ETF TAIL Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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	$343	Buy	+33	New	+$361	﹤0.01%	1446

Other funds holding TAIL

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

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

PJWM

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's TAIL Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Cambria Tail Risk ETF (TAIL) in Q2 2026: 33 shares worth $343. The stake represents ﹤0.01% of the portfolio and ranks #1446 among its holdings.

43 funds tracked by Wall St. Rank hold TAIL as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 33 shares of Cambria Tail Risk ETF worth $343 as of Q2 2026.
Cambria Tail Risk ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Cambria Tail Risk ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1446 holding.
43 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.