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Life Planning Partners’s Cambria Tail Risk ETF TAIL Stock Holding History

Life Planning Partners’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
2022
Q3 		– Sell
-3,870
Closed -$68K – 190
2022
Q2 		$68K Sell
3,870
-690
-15% -$11.7K 0.08% 77
2022
Q1 		$76K Sell
4,560
-1,185
-21% -$20.9K 0.08% 71
2021
Q4 		$103K Buy
+5,745
New +$104K 0.1% 62

Other funds holding TAIL

GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
JCM
J2 Capital Management Troy, Michigan $146M AUM 17.28% 1-Year Est. Return

Life Planning Partners's TAIL Position: Q3 2022 in Review

Life Planning Partners sold out of Cambria Tail Risk ETF (TAIL) in Q3 2022, closing a stake of 3,870 shares — an estimated $68K sold.

Life Planning Partners first reported a position in TAIL in Q4 2021 and held it in 3 quarters. The position peaked at $103K in Q4 2021. 53 funds tracked by Wall St. Rank hold TAIL as of Q3 2022.

  • Life Planning Partners reported no remaining Cambria Tail Risk ETF position as of Q3 2022 after selling out during the quarter.
  • Life Planning Partners sold 3,870 Cambria Tail Risk ETF shares in Q3 2022, an estimated $68K.
  • Life Planning Partners first reported a position in Cambria Tail Risk ETF in Q4 2021 and held it in 3 quarters.
  • Life Planning Partners's Cambria Tail Risk ETF position peaked at $103K in Q4 2021.
  • 53 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q3 2022.

Based on Life Planning Partners's 13F filing for Q3 2022, filed 13 Oct 2022.