Outlook Wealth Advisors’s Cambria Tail Risk ETF TAIL Stock Holding History

Outlook Wealth Advisors’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	-20,178	Closed	-$261K	–	265
2023 Q3	$261K	Buy	20,178 +978	+5%	+$13K	0.1%	173
2023 Q2	$261K	Buy	+19,200	New	+$275K	0.1%	173

Other funds holding TAIL

Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $1.8B AUM 27.41% 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 $588M AUM 13.27% 1-Year Est. Return

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

Outlook Wealth Advisors's TAIL Position: Q4 2023 in Review

Outlook Wealth Advisors sold out of Cambria Tail Risk ETF (TAIL) in Q4 2023, closing a stake of 20,178 shares — an estimated $261K sold.

Outlook Wealth Advisors first reported a position in TAIL in Q2 2023 and held it in 2 quarters. The position peaked at $261K in Q3 2023. 40 funds tracked by Wall St. Rank hold TAIL as of Q4 2023.

Outlook Wealth Advisors reported no remaining Cambria Tail Risk ETF position as of Q4 2023 after selling out during the quarter.
Outlook Wealth Advisors sold 20,178 Cambria Tail Risk ETF shares in Q4 2023, an estimated $261K.
Outlook Wealth Advisors first reported a position in Cambria Tail Risk ETF in Q2 2023 and held it in 2 quarters.
Outlook Wealth Advisors's Cambria Tail Risk ETF position peaked at $261K in Q3 2023.
40 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q4 2023.

Based on Outlook Wealth Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.