Insight Wealth Strategies’s Cambria Foreign Shareholder Yield ETF FYLD Stock Holding History

Insight Wealth Strategies’s Portfolio FYLD Stock Details FYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-211,730	Closed	-$5.34M	–	162
2024 Q4	$5.34M	Buy	211,730 +7,277	+4%	+$192K	0.72%	35
2024 Q3	$5.69M	Buy	204,453 +6,713	+3%	+$180K	0.75%	29
2024 Q2	$5.22M	Buy	197,740 +1,290	+0.7%	+$35.1K	0.74%	31
2024 Q1	$5.31M	Sell	196,450 -2,209	-1%	-$58K	0.78%	30
2023 Q4	$5.12M	Sell	198,659 -2,569	-1%	-$62.3K	0.83%	26
2023 Q3	$4.83M	Sell	201,228 -4,470	-2%	-$109K	0.93%	23
2023 Q2	$4.94M	Buy	+205,698	New	+$5.09M	0.95%	20

Other funds holding FYLD

SAF

Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Insight Wealth Strategies's FYLD Position: Q1 2025 in Review

Insight Wealth Strategies sold out of Cambria Foreign Shareholder Yield ETF (FYLD) in Q1 2025, closing a stake of 211,730 shares — an estimated $5.34M sold.

Insight Wealth Strategies first reported a position in FYLD in Q2 2023 and held it in 7 quarters. The position peaked at $5.69M in Q3 2024. 62 funds tracked by Wall St. Rank hold FYLD as of Q1 2025.

Insight Wealth Strategies reported no remaining Cambria Foreign Shareholder Yield ETF position as of Q1 2025 after selling out during the quarter.
Insight Wealth Strategies sold 211,730 Cambria Foreign Shareholder Yield ETF shares in Q1 2025, an estimated $5.34M.
Insight Wealth Strategies first reported a position in Cambria Foreign Shareholder Yield ETF in Q2 2023 and held it in 7 quarters.
Insight Wealth Strategies's Cambria Foreign Shareholder Yield ETF position peaked at $5.69M in Q3 2024.
62 funds tracked by Wall St. Rank held Cambria Foreign Shareholder Yield ETF as of Q1 2025.

Based on Insight Wealth Strategies's 13F filing for Q1 2025, filed 3 Apr 2025.