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Equitable Holdings’s Cambria Tail Risk ETF TAIL Stock Holding History

Equitable Holdings’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
2021
Q4 		– Sell
-36,138
Closed -$678K – 889
2021
Q3 		$678K Sell
36,138
-2,047
-5% -$38.5K 0.01% 484
2021
Q2 		$714K Buy
38,185
+18,714
+96% +$351K 0.01% 452
2021
Q1 		$365K Buy
+19,471
New +$385K 0.01% 573

Other funds holding TAIL

GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JCM
J2 Capital Management Troy, Michigan $146M AUM 17.28% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Equitable Holdings's TAIL Position: Q4 2021 in Review

Equitable Holdings sold out of Cambria Tail Risk ETF (TAIL) in Q4 2021, closing a stake of 36,138 shares — an estimated $678K sold.

Equitable Holdings first reported a position in TAIL in Q1 2021 and held it in 3 quarters. The position peaked at $714K in Q2 2021. 57 funds tracked by Wall St. Rank hold TAIL as of Q4 2021.

  • Equitable Holdings reported no remaining Cambria Tail Risk ETF position as of Q4 2021 after selling out during the quarter.
  • Equitable Holdings sold 36,138 Cambria Tail Risk ETF shares in Q4 2021, an estimated $678K.
  • Equitable Holdings first reported a position in Cambria Tail Risk ETF in Q1 2021 and held it in 3 quarters.
  • Equitable Holdings's Cambria Tail Risk ETF position peaked at $714K in Q2 2021.
  • 57 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q4 2021.

Based on Equitable Holdings's 13F filing for Q4 2021, filed 11 Feb 2022.