Axxcess Wealth Management
FYLD icon

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

Axxcess 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
2023
Q4 		– Sell
-15,181
Closed -$364K – 878
2023
Q3 		$364K Buy
+15,181
New +$370K 0.01% 549

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CIM
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SAF
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Raymond James & Associates
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Carson Wealth (CWM LLC)
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RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
Connectus Wealth
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Axxcess Wealth Management's FYLD Position: Q4 2023 in Review

Axxcess Wealth Management sold out of Cambria Foreign Shareholder Yield ETF (FYLD) in Q4 2023, closing a stake of 15,181 shares — an estimated $364K sold.

Axxcess Wealth Management first reported a position in FYLD in Q3 2023 and held it in 1 quarter. The position peaked at $364K in Q3 2023. 53 funds tracked by Wall St. Rank hold FYLD as of Q4 2023.

  • Axxcess Wealth Management reported no remaining Cambria Foreign Shareholder Yield ETF position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 15,181 Cambria Foreign Shareholder Yield ETF shares in Q4 2023, an estimated $364K.
  • Axxcess Wealth Management first reported a position in Cambria Foreign Shareholder Yield ETF in Q3 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's Cambria Foreign Shareholder Yield ETF position peaked at $364K in Q3 2023.
  • 53 funds tracked by Wall St. Rank held Cambria Foreign Shareholder Yield ETF as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.