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Richard W. Paul & Associates’s Cambria Tail Risk ETF TAIL Stock Holding History

Richard W. Paul & Associates’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
Q4 		– Sell
-122
Closed -$1.58K – 538
2023
Q3 		$1.58K Buy
122
+95
+352% +$1.26K ﹤0.01% 417
2023
Q2 		$370 Sell
27
-7
-21% -$100 ﹤0.01% 507
2023
Q1 		$500 Buy
+34
New +$507 ﹤0.01% 508

Other funds holding TAIL

CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
ARC
Advisor Resource Council Dallas, Texas $309M AUM 22.32% 1-Year Est. Return

Richard W. Paul & Associates's TAIL Position: Q4 2023 in Review

Richard W. Paul & Associates sold out of Cambria Tail Risk ETF (TAIL) in Q4 2023, closing a stake of 122 shares — an estimated $1.58K sold.

Richard W. Paul & Associates first reported a position in TAIL in Q1 2023 and held it in 3 quarters. The position peaked at $1.58K in Q3 2023. 40 funds tracked by Wall St. Rank hold TAIL as of Q4 2023.

  • Richard W. Paul & Associates reported no remaining Cambria Tail Risk ETF position as of Q4 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 122 Cambria Tail Risk ETF shares in Q4 2023, an estimated $1.58K.
  • Richard W. Paul & Associates first reported a position in Cambria Tail Risk ETF in Q1 2023 and held it in 3 quarters.
  • Richard W. Paul & Associates's Cambria Tail Risk ETF position peaked at $1.58K in Q3 2023.
  • 40 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q4 2023.

Based on Richard W. Paul & Associates's 13F filing for Q4 2023, filed 23 Jan 2024.