Cypress Financial Planning
USEW icon

Cypress Financial Planning’s Cambria US EW ETF USEW Stock Holding History

Cypress Financial Planning’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
Q3 		$502K Hold
9,073
– – 0.13% 61
2026
Q2 		$507K Hold
9,073
– – 0.12% 64
2026
Q1 		$443K Hold
9,073
– – 0.12% 65
2025
Q4 		$461K Buy
+9,073
New +$464K 0.13% 65

Other funds holding USEW

Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
Astra Wealth Partners
Astra Wealth Partners Jersey City, New Jersey $179M AUM 19.75% 1-Year Est. Return
Clearview Wealth Management
Clearview Wealth Management Irvine, California $133M AUM
First National Bank Sioux Falls
First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return
Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return
Cherry Tree Wealth Management
Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return
Bleakley Financial Group
Bleakley Financial Group Fairfield, New Jersey $8.8B AUM 22.37% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

Cypress Financial Planning's USEW Position: Q3 2026 in Review

Cypress Financial Planning held its Cambria US EW ETF (USEW) position steady in Q3 2026 at 9,073 shares worth $502K. The position accounts for 0.13% of the portfolio, ranked #61.

Cypress Financial Planning first reported a position in USEW in Q4 2025 and has held it in 4 quarters since. The position peaked at $507K in Q2 2026. 35 funds tracked by Wall St. Rank hold USEW as of Q3 2026.

  • Cypress Financial Planning held 9,073 shares of Cambria US EW ETF worth $502K as of Q3 2026.
  • Cypress Financial Planning left its Cambria US EW ETF share count unchanged in Q3 2026.
  • Cambria US EW ETF made up 0.13% of Cypress Financial Planning's portfolio in Q3 2026, its #61 holding.
  • Cypress Financial Planning first reported a position in Cambria US EW ETF in Q4 2025 and has held it in 4 quarters since.
  • Cypress Financial Planning's Cambria US EW ETF position peaked at $507K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Cambria US EW ETF as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.