BFG
USEW

Berger Financial Group’s Cambria US EW ETF USEW Stock Holding History

Berger Financial Group’s Portfolio USEW Stock Details USEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-17,588
Closed -$860K – 512
2026
Q1 		$860K Hold
17,588
– – 0.05% 219
2025
Q4 		$893K Buy
+17,588
New +$899K 0.05% 223

Other funds holding USEW

PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
AWP
Astra Wealth Partners Jersey City, New Jersey $188M AUM 26.79% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM
FNBSF
First National Bank Sioux Falls Sioux Falls, South Dakota $366M AUM 20.15% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Berger Financial Group's USEW Position: Q2 2026 in Review

Berger Financial Group sold out of Cambria US EW ETF (USEW) in Q2 2026, closing a stake of 17,588 shares — an estimated $860K sold.

Berger Financial Group first reported a position in USEW in Q4 2025 and held it in 2 quarters. The position peaked at $893K in Q4 2025. 37 funds tracked by Wall St. Rank hold USEW as of Q2 2026.

  • Berger Financial Group reported no remaining Cambria US EW ETF position as of Q2 2026 after selling out during the quarter.
  • Berger Financial Group sold 17,588 Cambria US EW ETF shares in Q2 2026, an estimated $860K.
  • Berger Financial Group first reported a position in Cambria US EW ETF in Q4 2025 and held it in 2 quarters.
  • Berger Financial Group's Cambria US EW ETF position peaked at $893K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Cambria US EW ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.