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James Investment Research’s Cambria Tail Risk ETF TAIL Stock Holding History

James Investment Research’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
Q2 		– Sell
-1,319
Closed -$19K – 501
2023
Q1 		$19K Buy
+1,319
New +$19.7K ﹤0.01% 442

Other funds holding TAIL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

James Investment Research's TAIL Position: Q2 2023 in Review

James Investment Research sold out of Cambria Tail Risk ETF (TAIL) in Q2 2023, closing a stake of 1,319 shares — an estimated $19K sold.

James Investment Research first reported a position in TAIL in Q1 2023 and held it in 1 quarter. The position peaked at $19K in Q1 2023. 51 funds tracked by Wall St. Rank hold TAIL as of Q2 2023.

  • James Investment Research reported no remaining Cambria Tail Risk ETF position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 1,319 Cambria Tail Risk ETF shares in Q2 2023, an estimated $19K.
  • James Investment Research first reported a position in Cambria Tail Risk ETF in Q1 2023 and held it in 1 quarter.
  • James Investment Research's Cambria Tail Risk ETF position peaked at $19K in Q1 2023.
  • 51 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.