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Prospera Financial Services’s Cambria Tail Risk ETF TAIL Stock Holding History

Prospera Financial Services’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
Q1 		– Sell
-18,556
Closed -$284K – 1000
2022
Q4 		$284K Sell
18,556
-5,967
-24% -$93.7K 0.01% 730
2022
Q3 		$413K Sell
24,523
-175
-0.7% -$2.91K 0.02% 572
2022
Q2 		$434K Sell
24,698
-1,809
-7% -$30.7K 0.02% 558
2022
Q1 		$441K Buy
26,507
+11,473
+76% +$202K 0.02% 631
2021
Q4 		$268K Sell
15,034
-1,637
-10% -$29.7K 0.01% 740
2021
Q3 		$313K Buy
16,671
+1,024
+7% +$19.3K 0.02% 651
2021
Q2 		$293K Sell
15,647
-1,150
-7% -$21.6K 0.01% 664
2021
Q1 		$315K Buy
+16,797
New +$332K 0.02% 604

Other funds holding TAIL

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Prospera Financial Services's TAIL Position: Q1 2023 in Review

Prospera Financial Services sold out of Cambria Tail Risk ETF (TAIL) in Q1 2023, closing a stake of 18,556 shares — an estimated $284K sold.

Prospera Financial Services first reported a position in TAIL in Q1 2021 and held it in 8 quarters. The position peaked at $441K in Q1 2022. 50 funds tracked by Wall St. Rank hold TAIL as of Q1 2023.

  • Prospera Financial Services reported no remaining Cambria Tail Risk ETF position as of Q1 2023 after selling out during the quarter.
  • Prospera Financial Services sold 18,556 Cambria Tail Risk ETF shares in Q1 2023, an estimated $284K.
  • Prospera Financial Services first reported a position in Cambria Tail Risk ETF in Q1 2021 and held it in 8 quarters.
  • Prospera Financial Services's Cambria Tail Risk ETF position peaked at $441K in Q1 2022.
  • 50 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q1 2023.

Based on Prospera Financial Services's 13F filing for Q1 2023, filed 12 May 2023.