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Concourse Financial Group Securities’s Cambria Tail Risk ETF TAIL Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-1,800
Closed -$19.8K – 1829
2024
Q4 		$19.8K Sell
1,800
-1,000
-36% -$11.5K ﹤0.01% 1553
2024
Q3 		$33.7K Buy
+2,800
New +$33.6K ﹤0.01% 1332
2021
Q2 		– Sell
-460
Closed -$8.64K – 2438
2021
Q1 		$9K Hold
460
– – ﹤0.01% 1802
2020
Q4 		$9K Hold
460
– – ﹤0.01% 1733
2020
Q3 		$10K Buy
+460
New +$10.1K ﹤0.01% 1594

Other funds holding TAIL

CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ARC
Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return

Concourse Financial Group Securities's TAIL Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Cambria Tail Risk ETF (TAIL) in Q1 2025, closing a stake of 1,800 shares — an estimated $19.8K sold.

Concourse Financial Group Securities first reported a position in TAIL in Q3 2020 and held it in 5 quarters. The position peaked at $33.7K in Q3 2024. 32 funds tracked by Wall St. Rank hold TAIL as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Cambria Tail Risk ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,800 Cambria Tail Risk ETF shares in Q1 2025, an estimated $19.8K.
  • Concourse Financial Group Securities first reported a position in Cambria Tail Risk ETF in Q3 2020 and held it in 5 quarters.
  • Concourse Financial Group Securities's Cambria Tail Risk ETF position peaked at $33.7K in Q3 2024.
  • 32 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.