TWM
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TMD Wealth Management’s Cambria Tail Risk ETF TAIL Stock Holding History

TMD Wealth Management’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
2021
Q2 		– Sell
-304,641
Closed -$5.71M – 41
2021
Q1 		$5.71M Buy
+304,641
New +$6.02M 2.71% 14

Other funds holding TAIL

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

TMD Wealth Management's TAIL Position: Q2 2021 in Review

TMD Wealth Management sold out of Cambria Tail Risk ETF (TAIL) in Q2 2021, closing a stake of 304,641 shares — an estimated $5.71M sold.

TMD Wealth Management first reported a position in TAIL in Q1 2021 and held it in 1 quarter. The position peaked at $5.71M in Q1 2021. 51 funds tracked by Wall St. Rank hold TAIL as of Q2 2021.

  • TMD Wealth Management reported no remaining Cambria Tail Risk ETF position as of Q2 2021 after selling out during the quarter.
  • TMD Wealth Management sold 304,641 Cambria Tail Risk ETF shares in Q2 2021, an estimated $5.71M.
  • TMD Wealth Management first reported a position in Cambria Tail Risk ETF in Q1 2021 and held it in 1 quarter.
  • TMD Wealth Management's Cambria Tail Risk ETF position peaked at $5.71M in Q1 2021.
  • 51 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q2 2021.

Based on TMD Wealth Management's 13F filing for Q2 2021, filed 10 Aug 2021.