Stifel Financial
TAIL icon

Stifel Financial’s Cambria Tail Risk ETF TAIL Stock Holding History

Stifel Financial’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
2022
Q3 		– Sell
-1,239,114
Closed -$21.8M – 3382
2022
Q2 		$21.8M Sell
1,239,114
-1,257,702
-50% -$21.3M 0.03% 421
2022
Q1 		$41.6M Buy
+2,496,816
New +$44M 0.06% 286
2021
Q1 		– Sell
-154,730
Closed -$3.18M – 3289
2020
Q4 		$3.18M Buy
+154,730
New +$3.25M 0.01% 1101

Other funds holding TAIL

GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
JCM
J2 Capital Management Troy, Michigan $149M AUM 18.29% 1-Year Est. Return

Stifel Financial's TAIL Position: Q3 2022 in Review

Stifel Financial sold out of Cambria Tail Risk ETF (TAIL) in Q3 2022, closing a stake of 1,239,114 shares — an estimated $21.8M sold.

Stifel Financial first reported a position in TAIL in Q4 2020 and held it in 3 quarters. The position peaked at $41.6M in Q1 2022. 53 funds tracked by Wall St. Rank hold TAIL as of Q3 2022.

  • Stifel Financial reported no remaining Cambria Tail Risk ETF position as of Q3 2022 after selling out during the quarter.
  • Stifel Financial sold 1,239,114 Cambria Tail Risk ETF shares in Q3 2022, an estimated $21.8M.
  • Stifel Financial first reported a position in Cambria Tail Risk ETF in Q4 2020 and held it in 3 quarters.
  • Stifel Financial's Cambria Tail Risk ETF position peaked at $41.6M in Q1 2022.
  • 53 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q3 2022.

Based on Stifel Financial's 13F filing for Q3 2022, filed 14 Nov 2022.