Carson Wealth (CWM LLC)
EYLD icon

Carson Wealth (CWM LLC)’s Cambria Emerging Shareholder Yield ETF EYLD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EYLD Stock Details EYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.7K Hold
813
– – ﹤0.01% 4085
2025
Q4 		$31K Hold
813
– – ﹤0.01% 3928
2025
Q3 		$30K Hold
813
– – ﹤0.01% 3881
2025
Q2 		$29K Hold
813
– – ﹤0.01% 3672
2025
Q1 		$26K Hold
813
– – ﹤0.01% 3486
2024
Q4 		$25K Buy
813
+213
+36% +$7.05K ﹤0.01% 3283
2024
Q3 		$21K Buy
+600
New +$20.4K ﹤0.01% 3315

Other funds holding EYLD

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EYLD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Cambria Emerging Shareholder Yield ETF (EYLD) position steady in Q1 2026 at 813 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4085.

Carson Wealth (CWM LLC) first reported a position in EYLD in Q3 2024 and has held it in 7 quarters since. 105 funds tracked by Wall St. Rank hold EYLD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 813 shares of Cambria Emerging Shareholder Yield ETF worth $33.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Cambria Emerging Shareholder Yield ETF share count unchanged in Q1 2026.
  • Cambria Emerging Shareholder Yield ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4085 holding.
  • Carson Wealth (CWM LLC) first reported a position in Cambria Emerging Shareholder Yield ETF in Q3 2024 and has held it in 7 quarters since.
  • 105 funds tracked by Wall St. Rank held Cambria Emerging Shareholder Yield ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.