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WR Wealth Planners’s Cambria Tail Risk ETF TAIL Stock Holding History

WR Wealth Planners’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
Q4 		– Sell
-20,757
Closed -$350K – 539
2022
Q3 		$350K Sell
20,757
-3,018
-13% -$50.2K 0.25% 68
2022
Q2 		$418K Buy
23,775
+4,049
+21% +$68.6K 0.28% 58
2022
Q1 		$328K Buy
+19,726
New +$347K 0.2% 88

Other funds holding TAIL

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 $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JCM
J2 Capital Management Troy, Michigan $146M AUM 17.28% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WR Wealth Planners's TAIL Position: Q4 2022 in Review

WR Wealth Planners sold out of Cambria Tail Risk ETF (TAIL) in Q4 2022, closing a stake of 20,757 shares — an estimated $350K sold.

WR Wealth Planners first reported a position in TAIL in Q1 2022 and held it in 3 quarters. The position peaked at $418K in Q2 2022. 48 funds tracked by Wall St. Rank hold TAIL as of Q4 2022.

  • WR Wealth Planners reported no remaining Cambria Tail Risk ETF position as of Q4 2022 after selling out during the quarter.
  • WR Wealth Planners sold 20,757 Cambria Tail Risk ETF shares in Q4 2022, an estimated $350K.
  • WR Wealth Planners first reported a position in Cambria Tail Risk ETF in Q1 2022 and held it in 3 quarters.
  • WR Wealth Planners's Cambria Tail Risk ETF position peaked at $418K in Q2 2022.
  • 48 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q4 2022.

Based on WR Wealth Planners's 13F filing for Q4 2022, filed 10 Oct 2024.