TAIL — CAMBRIA ETF TR

Ownership history in Centric Wealth Management  ·  9 quarters on record

This page tracks every 13F SEC filing in which Centric Wealth Management reported a position in CAMBRIA ETF TR (TAIL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.09% (2025 Q1)
Avg. % of fund
0.08%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 28,436 -169 -0.6% 0.07% $323K $11.49
2025 Q3 ADDED 28,605 +1,578 +5.8% 0.08% $339K $11.69
2025 Q2 REDUCED 27,027 -1,048 -3.7% 0.08% $321K $11.80
2025 Q1 ADDED 28,075 +2,613 +10.3% 0.09% $331K $11.49
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TAIL price (monthly, adj. close)

Other funds also holding TAIL

As of 2025 Q4 — sorted by position size

Professional Financial Advisors, LLC 3Y 0.4% Philip James Wealth Mangement, LLC 0.22% ORG Partners LLC 0.17% Soltis Investment Advisors LLC 3Y 0.17% Orcam Financial Group 3Y 0.16% Sierra Capital LLC 3Y 0.15% Resurgent Financial Advisors LLC 3Y 0.1% Mezzasalma Advisors, LLC 3Y 0.09% Focus Partners Wealth 3Y 7Y 0.02% HighTower Advisors, LLC 3Y 7Y 0.01%
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