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 Q2	$1.19M	Sell	111,930 -7,872	-7%	-$86K	0.13%	79
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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Persium Advisors Atlanta, Georgia $153M AUM 27.89% 1-Year Est. Return

Philip James Wealth Mangement's TAIL Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Cambria Tail Risk ETF (TAIL) stake by 6.6% in Q2 2026, selling an estimated $86K and leaving 111,930 shares worth $1.19M. The position accounts for 0.13% of the portfolio, ranked #79.

Philip James Wealth Mangement first reported a position in TAIL in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.93M in Q4 2025. 58 funds tracked by Wall St. Rank hold TAIL as of Q2 2026.

Philip James Wealth Mangement held 111,930 shares of Cambria Tail Risk ETF worth $1.19M as of Q2 2026.
Philip James Wealth Mangement sold 7,872 Cambria Tail Risk ETF shares in Q2 2026, an estimated $86K.
Cambria Tail Risk ETF made up 0.13% of Philip James Wealth Mangement's portfolio in Q2 2026, its #79 holding.
Philip James Wealth Mangement first reported a position in Cambria Tail Risk ETF in Q3 2025 and has held it in 4 quarters since.
Philip James Wealth Mangement's Cambria Tail Risk ETF position peaked at $1.93M in Q4 2025.
58 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.