EWS
CFIT

Evergreen Wealth Solutions’s Cambria Fixed Income Trend ETF CFIT Stock Holding History

Evergreen Wealth Solutions’s Portfolio CFIT Stock Details CFIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$756K Buy
+28,967
New +$749K 0.04% 243

Other funds holding CFIT

SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Evergreen Wealth Solutions's CFIT Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in Cambria Fixed Income Trend ETF (CFIT) in Q2 2026: 28,967 shares worth $756K. The stake represents 0.04% of the portfolio and ranks #243 among its holdings.

9 funds tracked by Wall St. Rank hold CFIT as of Q2 2026.

  • Evergreen Wealth Solutions held 28,967 shares of Cambria Fixed Income Trend ETF worth $756K as of Q2 2026.
  • Cambria Fixed Income Trend ETF was a new Evergreen Wealth Solutions position in Q2 2026.
  • Cambria Fixed Income Trend ETF made up 0.04% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #243 holding.
  • 9 funds tracked by Wall St. Rank held Cambria Fixed Income Trend ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.