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Herold Advisors’s Cambria Tail Risk ETF TAIL Stock Holding History

Herold Advisors’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
2022
Q2 		– Sell
-350
Closed -$5.83K – 617
2022
Q1 		$5.83K Buy
+350
New +$6.16K ﹤0.01% 661
2021
Q4 		– Sell
-350
Closed -$6K – 591
2021
Q3 		$6K Buy
+350
New +$6.59K ﹤0.01% 655

Other funds holding TAIL

GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
ARC
Advisor Resource Council Dallas, Texas $309M AUM 22.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Herold Advisors's TAIL Position: Q2 2022 in Review

Herold Advisors sold out of Cambria Tail Risk ETF (TAIL) in Q2 2022, closing a stake of 350 shares — an estimated $5.83K sold.

Herold Advisors first reported a position in TAIL in Q3 2021 and held it in 2 quarters. The position peaked at $6K in Q3 2021. 64 funds tracked by Wall St. Rank hold TAIL as of Q2 2022.

  • Herold Advisors reported no remaining Cambria Tail Risk ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 350 Cambria Tail Risk ETF shares in Q2 2022, an estimated $5.83K.
  • Herold Advisors first reported a position in Cambria Tail Risk ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Cambria Tail Risk ETF position peaked at $6K in Q3 2021.
  • 64 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.