Carter Financial Group
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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
Q3 		$547K Sell
21,797
-1,136
-5% -$30.5K 0.28% 62
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

ALM First Financial Advisors
ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return
Lifetime Wealth Management
Lifetime Wealth Management Rockwall, Texas $166M AUM 22.52% 1-Year Est. Return
Stegent Equity Advisors
Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return
Centaurus Financial
Centaurus Financial Anaheim, California $2.59B AUM 20.02% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Carter Financial Group's BLDG Position: Q3 2026 in Review

Carter Financial Group reduced its Cambria Global Real Estate ETF (BLDG) stake by 5% in Q3 2026, selling an estimated $30.5K and leaving 21,797 shares worth $547K. The position accounts for 0.28% of the portfolio, ranked #62.

Carter Financial Group first reported a position in BLDG in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.89M in Q4 2025. 10 funds tracked by Wall St. Rank hold BLDG as of Q3 2026.

  • Carter Financial Group held 21,797 shares of Cambria Global Real Estate ETF worth $547K as of Q3 2026.
  • Carter Financial Group sold 1,136 Cambria Global Real Estate ETF shares in Q3 2026, an estimated $30.5K.
  • Cambria Global Real Estate ETF made up 0.28% of Carter Financial Group's portfolio in Q3 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 6 quarters since.
  • Carter Financial Group's Cambria Global Real Estate ETF position peaked at $3.89M in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Cambria Global Real Estate ETF as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.