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Regal Investment Advisors’s Cambria Tail Risk ETF TAIL Stock Holding History

Regal Investment 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
Q1 		– Sell
-48,516
Closed -$742K – 555
2022
Q4 		$742K Sell
48,516
-336
-0.7% -$5.27K 0.07% 219
2022
Q3 		$823K Sell
48,852
-6,466
-12% -$108K 0.09% 199
2022
Q2 		$972K Sell
55,318
-22,435
-29% -$380K 0.1% 193
2022
Q1 		$1.29M Buy
77,753
+928
+1% +$16.3K 0.12% 171
2021
Q4 		$1.37M Buy
76,825
+5,377
+8% +$97.6K 0.12% 179
2021
Q3 		$1.34M Buy
71,448
+5,575
+8% +$105K 0.13% 165
2021
Q2 		$1.23M Buy
+65,873
New +$1.24M 0.12% 174

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

Regal Investment Advisors's TAIL Position: Q1 2023 in Review

Regal Investment Advisors sold out of Cambria Tail Risk ETF (TAIL) in Q1 2023, closing a stake of 48,516 shares — an estimated $742K sold.

Regal Investment Advisors first reported a position in TAIL in Q2 2021 and held it in 7 quarters. The position peaked at $1.37M in Q4 2021. 50 funds tracked by Wall St. Rank hold TAIL as of Q1 2023.

  • Regal Investment Advisors reported no remaining Cambria Tail Risk ETF position as of Q1 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 48,516 Cambria Tail Risk ETF shares in Q1 2023, an estimated $742K.
  • Regal Investment Advisors first reported a position in Cambria Tail Risk ETF in Q2 2021 and held it in 7 quarters.
  • Regal Investment Advisors's Cambria Tail Risk ETF position peaked at $1.37M in Q4 2021.
  • 50 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q1 2023.

Based on Regal Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.