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Patriot Financial Group Insurance Agency’s Cambria Tail Risk ETF TAIL Stock Holding History

Patriot Financial Group Insurance Agency’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
-80
Closed -$1K – 1786
2022
Q2 		$1K Buy
+80
New +$1.36K ﹤0.01% 1950

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Commonwealth Equity Services
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CIM
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LPL Financial
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OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
IA
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HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
JCM
J2 Capital Management Troy, Michigan $149M AUM 18.29% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TAIL Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Cambria Tail Risk ETF (TAIL) in Q3 2022, closing a stake of 80 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in TAIL in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 53 funds tracked by Wall St. Rank hold TAIL as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Cambria Tail Risk ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 80 Cambria Tail Risk ETF shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Cambria Tail Risk ETF in Q2 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Cambria Tail Risk ETF position peaked at $1K in Q2 2022.
  • 53 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.