AWM
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Avior Wealth Management’s Cambria Foreign Shareholder Yield ETF FYLD Stock Holding History

Avior Wealth Management’s Portfolio FYLD Stock Details FYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-129
Closed -$3.25K – 1344
2024
Q4 		$3.25K Hold
129
– – ﹤0.01% 1999
2024
Q3 		$3.59K Hold
129
– – ﹤0.01% 1875
2024
Q2 		$3.41K Sell
129
-270
-68% -$7.34K ﹤0.01% 1836
2024
Q1 		$10.8K Buy
+399
New +$10.5K ﹤0.01% 1846

Other funds holding FYLD

SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Avior Wealth Management's FYLD Position: Q1 2025 in Review

Avior Wealth Management sold out of Cambria Foreign Shareholder Yield ETF (FYLD) in Q1 2025, closing a stake of 129 shares — an estimated $3.25K sold.

Avior Wealth Management first reported a position in FYLD in Q1 2024 and held it in 4 quarters. The position peaked at $10.8K in Q1 2024. 62 funds tracked by Wall St. Rank hold FYLD as of Q1 2025.

  • Avior Wealth Management reported no remaining Cambria Foreign Shareholder Yield ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 129 Cambria Foreign Shareholder Yield ETF shares in Q1 2025, an estimated $3.25K.
  • Avior Wealth Management first reported a position in Cambria Foreign Shareholder Yield ETF in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Cambria Foreign Shareholder Yield ETF position peaked at $10.8K in Q1 2024.
  • 62 funds tracked by Wall St. Rank held Cambria Foreign Shareholder Yield ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.