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Impact Partnership Wealth’s Cambria Tail Risk ETF TAIL Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-3,046
Closed -$39.4K – 1072
2023
Q3 		$39.4K Buy
3,046
+639
+27% +$8.48K 0.01% 431
2023
Q2 		$32.7K Buy
+2,407
New +$34.5K 0.01% 290

Other funds holding TAIL

Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
ARC
Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return

Impact Partnership Wealth's TAIL Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Cambria Tail Risk ETF (TAIL) in Q4 2023, closing a stake of 3,046 shares — an estimated $39.4K sold.

Impact Partnership Wealth first reported a position in TAIL in Q2 2023 and held it in 2 quarters. The position peaked at $39.4K in Q3 2023. 40 funds tracked by Wall St. Rank hold TAIL as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Cambria Tail Risk ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 3,046 Cambria Tail Risk ETF shares in Q4 2023, an estimated $39.4K.
  • Impact Partnership Wealth first reported a position in Cambria Tail Risk ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Cambria Tail Risk ETF position peaked at $39.4K in Q3 2023.
  • 40 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.