BWP
MYLD icon

Balboa Wealth Partners’s Cambria Micro and SmallCap Shareholder Yield ETF MYLD Stock Holding History

Balboa Wealth Partners’s Portfolio MYLD Stock Details MYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,817
Closed -$208K – 370
2024
Q3 		$208K Buy
+7,817
New +$207K 0.05% 261

Other funds holding MYLD

CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $581M AUM 17.6% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

Balboa Wealth Partners's MYLD Position: Q4 2024 in Review

Balboa Wealth Partners sold out of Cambria Micro and SmallCap Shareholder Yield ETF (MYLD) in Q4 2024, closing a stake of 7,817 shares — an estimated $208K sold.

Balboa Wealth Partners first reported a position in MYLD in Q3 2024 and held it in 1 quarter. The position peaked at $208K in Q3 2024. 8 funds tracked by Wall St. Rank hold MYLD as of Q4 2024.

  • Balboa Wealth Partners reported no remaining Cambria Micro and SmallCap Shareholder Yield ETF position as of Q4 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 7,817 Cambria Micro and SmallCap Shareholder Yield ETF shares in Q4 2024, an estimated $208K.
  • Balboa Wealth Partners first reported a position in Cambria Micro and SmallCap Shareholder Yield ETF in Q3 2024 and held it in 1 quarter.
  • Balboa Wealth Partners's Cambria Micro and SmallCap Shareholder Yield ETF position peaked at $208K in Q3 2024.
  • 8 funds tracked by Wall St. Rank held Cambria Micro and SmallCap Shareholder Yield ETF as of Q4 2024.

Based on Balboa Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.