Lloyd Advisory Services’s Cambria Tail Risk ETF TAIL Stock Holding History

Lloyd Advisory Services’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
2026 Q1	–	Sell	-9	Closed	-$101	–	1029
2025 Q4	$101	Buy	+9	New	+$106	﹤0.01%	541
2022 Q3	–	Sell	-108,745	Closed	-$1.91M	–	70
2022 Q2	$1.91M	Sell	108,745 -98,756	-48%	-$1.67M	1.49%	15
2022 Q1	$3.45M	Sell	207,501 -5,495	-3%	-$96.8K	1.61%	14
2021 Q4	$3.8M	Buy	212,996 +8,453	+4%	+$153K	1.75%	15
2021 Q3	$3.84M	Buy	204,543 +541	+0.3%	+$10.2K	1.97%	13
2021 Q2	$3.81M	Buy	204,002 +3,060	+2%	+$57.5K	1.93%	13
2021 Q1	$3.77M	Buy	+200,942	New	+$3.97M	2.05%	12

Other funds holding TAIL

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

FSA

Financial Services Advisory Rockville, Maryland $210M AUM 19.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lloyd Advisory Services's TAIL Position: Q1 2026 in Review

Lloyd Advisory Services sold out of Cambria Tail Risk ETF (TAIL) in Q1 2026, closing a stake of 9 shares — an estimated $101 sold.

Lloyd Advisory Services first reported a position in TAIL in Q1 2021 and held it in 7 quarters. The position peaked at $3.84M in Q3 2021. 51 funds tracked by Wall St. Rank hold TAIL as of Q1 2026.

Lloyd Advisory Services reported no remaining Cambria Tail Risk ETF position as of Q1 2026 after selling out during the quarter.
Lloyd Advisory Services sold 9 Cambria Tail Risk ETF shares in Q1 2026, an estimated $101.
Lloyd Advisory Services first reported a position in Cambria Tail Risk ETF in Q1 2021 and held it in 7 quarters.
Lloyd Advisory Services's Cambria Tail Risk ETF position peaked at $3.84M in Q3 2021.
51 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.