AWM
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

Other funds holding FYLD

CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
RJFSA
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.