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Koesten Hirschmann & Crabtree’s Cambria Tail Risk ETF TAIL Stock Holding History

Koesten Hirschmann & Crabtree’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
-98
Closed -$1.44K – 241
2023
Q1 		$1.44K Buy
+98
New +$1.46K ﹤0.01% 177

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

Koesten Hirschmann & Crabtree's TAIL Position: Q2 2023 in Review

Koesten Hirschmann & Crabtree sold out of Cambria Tail Risk ETF (TAIL) in Q2 2023, closing a stake of 98 shares — an estimated $1.44K sold.

Koesten Hirschmann & Crabtree first reported a position in TAIL in Q1 2023 and held it in 1 quarter. The position peaked at $1.44K in Q1 2023. 51 funds tracked by Wall St. Rank hold TAIL as of Q2 2023.

  • Koesten Hirschmann & Crabtree reported no remaining Cambria Tail Risk ETF position as of Q2 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 98 Cambria Tail Risk ETF shares in Q2 2023, an estimated $1.44K.
  • Koesten Hirschmann & Crabtree first reported a position in Cambria Tail Risk ETF in Q1 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's Cambria Tail Risk ETF position peaked at $1.44K in Q1 2023.
  • 51 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q2 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2023, filed 26 Jul 2023.