Janney Montgomery Scott
TAIL icon

Janney Montgomery Scott’s Cambria Tail Risk ETF TAIL Stock Holding History

Janney Montgomery Scott’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
-27,504
Closed -$356K – 2752
2023
Q3 		$356K Buy
27,504
+63
+0.2% +$836 ﹤0.01% 2027
2023
Q2 		$373K Buy
+27,441
New +$394K ﹤0.01% 2076

Other funds holding TAIL

CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $1.59B AUM 23.87% 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 $578M AUM 19.5% 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 $309M AUM 22.32% 1-Year Est. Return

Janney Montgomery Scott's TAIL Position: Q4 2023 in Review

Janney Montgomery Scott sold out of Cambria Tail Risk ETF (TAIL) in Q4 2023, closing a stake of 27,504 shares — an estimated $356K sold.

Janney Montgomery Scott first reported a position in TAIL in Q2 2023 and held it in 2 quarters. The position peaked at $373K in Q2 2023. 40 funds tracked by Wall St. Rank hold TAIL as of Q4 2023.

  • Janney Montgomery Scott reported no remaining Cambria Tail Risk ETF position as of Q4 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 27,504 Cambria Tail Risk ETF shares in Q4 2023, an estimated $356K.
  • Janney Montgomery Scott first reported a position in Cambria Tail Risk ETF in Q2 2023 and held it in 2 quarters.
  • Janney Montgomery Scott's Cambria Tail Risk ETF position peaked at $373K in Q2 2023.
  • 40 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q4 2023.

Based on Janney Montgomery Scott's 13F filing for Q4 2023, filed 8 Feb 2024.