LMKC
TAIL icon

L.M. Kohn & Company’s Cambria Tail Risk ETF TAIL Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		– Sell
-31,307
Closed -$375K – 260
2025
Q2 		$375K Buy
+31,307
New +$389K 0.1% 172
2022
Q3 		– Sell
-28,134
Closed -$495K – 233
2022
Q2 		$495K Buy
+28,134
New +$477K 0.23% 112

Other funds holding TAIL

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
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

L.M. Kohn & Company's TAIL Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Cambria Tail Risk ETF (TAIL) in Q3 2025, closing a stake of 31,307 shares — an estimated $375K sold.

L.M. Kohn & Company first reported a position in TAIL in Q2 2022 and held it in 2 quarters. The position peaked at $495K in Q2 2022. 39 funds tracked by Wall St. Rank hold TAIL as of Q3 2025.

  • L.M. Kohn & Company reported no remaining Cambria Tail Risk ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 31,307 Cambria Tail Risk ETF shares in Q3 2025, an estimated $375K.
  • L.M. Kohn & Company first reported a position in Cambria Tail Risk ETF in Q2 2022 and held it in 2 quarters.
  • L.M. Kohn & Company's Cambria Tail Risk ETF position peaked at $495K in Q2 2022.
  • 39 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.