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Oliver Lagore Vanvalin Investment Group’s Cambria Tail Risk ETF TAIL Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q4 		– Sell
-671
Closed -$8.68K – 868
2023
Q3 		$8.68K Sell
671
-2,294
-77% -$30.5K ﹤0.01% 460
2023
Q2 		$40.3K Buy
+2,965
New +$42.5K 0.01% 272

Other funds holding TAIL

CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
ARC
Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's TAIL Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Cambria Tail Risk ETF (TAIL) in Q4 2023, closing a stake of 671 shares — an estimated $8.68K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in TAIL in Q2 2023 and held it in 2 quarters. The position peaked at $40.3K in Q2 2023. 40 funds tracked by Wall St. Rank hold TAIL as of Q4 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Cambria Tail Risk ETF position as of Q4 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 671 Cambria Tail Risk ETF shares in Q4 2023, an estimated $8.68K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Cambria Tail Risk ETF in Q2 2023 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's Cambria Tail Risk ETF position peaked at $40.3K in Q2 2023.
  • 40 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.