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Philip James Wealth Mangement’s Cambria Tail Risk ETF TAIL Stock Holding History

Philip James Wealth Mangement’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 		$1.4M Sell
119,802
-48,209
-29% -$559K 0.16% 73
2025
Q4 		$1.93M Buy
168,011
+5,575
+3% +$65.9K 0.22% 69
2025
Q3 		$1.92M Buy
+162,436
New +$1.93M 0.22% 68

Other funds holding TAIL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
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 $1.59B AUM 23.87% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $210M AUM 19.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Philip James Wealth Mangement's TAIL Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Cambria Tail Risk ETF (TAIL) stake by 29% in Q1 2026, selling an estimated $559K and leaving 119,802 shares worth $1.4M. The position accounts for 0.16% of the portfolio, ranked #73.

Philip James Wealth Mangement first reported a position in TAIL in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.93M in Q4 2025. 51 funds tracked by Wall St. Rank hold TAIL as of Q1 2026.

  • Philip James Wealth Mangement held 119,802 shares of Cambria Tail Risk ETF worth $1.4M as of Q1 2026.
  • Philip James Wealth Mangement sold 48,209 Cambria Tail Risk ETF shares in Q1 2026, an estimated $559K.
  • Cambria Tail Risk ETF made up 0.16% of Philip James Wealth Mangement's portfolio in Q1 2026, its #73 holding.
  • Philip James Wealth Mangement first reported a position in Cambria Tail Risk ETF in Q3 2025 and has held it in 3 quarters since.
  • Philip James Wealth Mangement's Cambria Tail Risk ETF position peaked at $1.93M in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.