Creative Planning
TAIL icon

Creative Planning’s Cambria Tail Risk ETF TAIL Stock Holding History

Creative Planning’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
2020
Q4 		– Sell
-12,684
Closed -$274K – 2454
2020
Q3 		$274K Buy
+12,684
New +$277K ﹤0.01% 1476

Other funds holding TAIL

CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Creative Planning's TAIL Position: Q4 2020 in Review

Creative Planning sold out of Cambria Tail Risk ETF (TAIL) in Q4 2020, closing a stake of 12,684 shares — an estimated $274K sold.

Creative Planning first reported a position in TAIL in Q3 2020 and held it in 1 quarter. The position peaked at $274K in Q3 2020. 57 funds tracked by Wall St. Rank hold TAIL as of Q4 2020.

  • Creative Planning reported no remaining Cambria Tail Risk ETF position as of Q4 2020 after selling out during the quarter.
  • Creative Planning sold 12,684 Cambria Tail Risk ETF shares in Q4 2020, an estimated $274K.
  • Creative Planning first reported a position in Cambria Tail Risk ETF in Q3 2020 and held it in 1 quarter.
  • Creative Planning's Cambria Tail Risk ETF position peaked at $274K in Q3 2020.
  • 57 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q4 2020.

Based on Creative Planning's 13F filing for Q4 2020, filed 29 Jan 2021.