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Napa Wealth Management’s Cambria Tail Risk ETF TAIL Stock Holding History

Napa Wealth Management’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
Q1 		– Sell
-12,356
Closed -$138K – 208
2024
Q4 		$138K Sell
12,356
-15,687
-56% -$180K 0.06% 169
2024
Q3 		$338K Buy
+28,043
New +$337K 0.16% 121

Other funds holding TAIL

Citizens Financial Group
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SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
Western Wealth Management
Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ARC
Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return

Napa Wealth Management's TAIL Position: Q1 2025 in Review

Napa Wealth Management sold out of Cambria Tail Risk ETF (TAIL) in Q1 2025, closing a stake of 12,356 shares — an estimated $138K sold.

Napa Wealth Management first reported a position in TAIL in Q3 2024 and held it in 2 quarters. The position peaked at $338K in Q3 2024. 32 funds tracked by Wall St. Rank hold TAIL as of Q1 2025.

  • Napa Wealth Management reported no remaining Cambria Tail Risk ETF position as of Q1 2025 after selling out during the quarter.
  • Napa Wealth Management sold 12,356 Cambria Tail Risk ETF shares in Q1 2025, an estimated $138K.
  • Napa Wealth Management first reported a position in Cambria Tail Risk ETF in Q3 2024 and held it in 2 quarters.
  • Napa Wealth Management's Cambria Tail Risk ETF position peaked at $338K in Q3 2024.
  • 32 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q1 2025.

Based on Napa Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.