BCPWM
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Bradley & Co Private Wealth Management’s Cambria Foreign Shareholder Yield ETF FYLD Stock Holding History

Bradley & Co Private 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
2024
Q1 		– Sell
-200
Closed -$5.16K – 193
2023
Q4 		$5.16K Buy
+200
New +$4.85K ﹤0.01% 147

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Bradley & Co Private Wealth Management's FYLD Position: Q1 2024 in Review

Bradley & Co Private Wealth Management sold out of Cambria Foreign Shareholder Yield ETF (FYLD) in Q1 2024, closing a stake of 200 shares — an estimated $5.16K sold.

Bradley & Co Private Wealth Management first reported a position in FYLD in Q4 2023 and held it in 1 quarter. The position peaked at $5.16K in Q4 2023. 60 funds tracked by Wall St. Rank hold FYLD as of Q1 2024.

  • Bradley & Co Private Wealth Management reported no remaining Cambria Foreign Shareholder Yield ETF position as of Q1 2024 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 200 Cambria Foreign Shareholder Yield ETF shares in Q1 2024, an estimated $5.16K.
  • Bradley & Co Private Wealth Management first reported a position in Cambria Foreign Shareholder Yield ETF in Q4 2023 and held it in 1 quarter.
  • Bradley & Co Private Wealth Management's Cambria Foreign Shareholder Yield ETF position peaked at $5.16K in Q4 2023.
  • 60 funds tracked by Wall St. Rank held Cambria Foreign Shareholder Yield ETF as of Q1 2024.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.