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Carter Financial Group’s Cambria Global Real Estate ETF BLDG Stock Holding History

Carter Financial Group’s Portfolio BLDG Stock Details BLDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$619K Sell
22,933
-104,201
-82% -$2.7M 0.32% 62
2026
Q1 		$3.05M Sell
127,134
-31,864
-20% -$809K 1.89% 12
2025
Q4 		$3.89M Buy
158,998
+9,335
+6% +$235K 2.31% 11
2025
Q3 		$3.86M Buy
149,663
+3,320
+2% +$84.7K 2.33% 11
2025
Q2 		$3.65M Buy
+146,343
New +$3.52M 2.39% 11

Other funds holding BLDG

AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LWM
Lifetime Wealth Management Rockwall, Texas $171M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Carter Financial Group's BLDG Position: Q2 2026 in Review

Carter Financial Group reduced its Cambria Global Real Estate ETF (BLDG) stake by 82% in Q2 2026, selling an estimated $2.7M and leaving 22,933 shares worth $619K. The position accounts for 0.32% of the portfolio, ranked #62.

Carter Financial Group first reported a position in BLDG in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.89M in Q4 2025. 15 funds tracked by Wall St. Rank hold BLDG as of Q2 2026.

  • Carter Financial Group held 22,933 shares of Cambria Global Real Estate ETF worth $619K as of Q2 2026.
  • Carter Financial Group sold 104,201 Cambria Global Real Estate ETF shares in Q2 2026, an estimated $2.7M.
  • Cambria Global Real Estate ETF made up 0.32% of Carter Financial Group's portfolio in Q2 2026, its #62 holding.
  • Carter Financial Group first reported a position in Cambria Global Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
  • Carter Financial Group's Cambria Global Real Estate ETF position peaked at $3.89M in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Cambria Global Real Estate ETF as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.