ZEGA Investments’s Cambria Tail Risk ETF TAIL Stock Holding History

ZEGA Investments’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
2026 Q2	$616K	Buy	57,935 +18,607	+47%	+$203K	0.06%	169
2026 Q1	$461K	Buy	+39,328	New	+$456K	0.05%	188

Other funds holding TAIL

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Persium Advisors Atlanta, Georgia $153M AUM 27.89% 1-Year Est. Return

ZEGA Investments's TAIL Position: Q2 2026 in Review

ZEGA Investments increased its Cambria Tail Risk ETF (TAIL) stake by 47% in Q2 2026, buying an estimated $203K and bringing the position to 57,935 shares worth $616K. The position accounts for 0.06% of the portfolio, ranked #169.

ZEGA Investments first reported a position in TAIL in Q1 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold TAIL as of Q2 2026.

ZEGA Investments held 57,935 shares of Cambria Tail Risk ETF worth $616K as of Q2 2026.
ZEGA Investments bought 18,607 Cambria Tail Risk ETF shares in Q2 2026, an estimated $203K.
Cambria Tail Risk ETF made up 0.06% of ZEGA Investments's portfolio in Q2 2026, its #169 holding.
ZEGA Investments first reported a position in Cambria Tail Risk ETF in Q1 2026 and has held it in 2 quarters since.
58 funds tracked by Wall St. Rank held Cambria Tail Risk ETF as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.