IWC
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Integrated Wealth Concepts’s Cambria Foreign Shareholder Yield ETF FYLD Stock Holding History

Integrated Wealth Concepts’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
Q3 		– Sell
-16,928
Closed -$495K – 2016
2025
Q2 		$495K Buy
+16,928
New +$466K 0.01% 1278

Other funds holding FYLD

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IA
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
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Integrated Wealth Concepts's FYLD Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of Cambria Foreign Shareholder Yield ETF (FYLD) in Q3 2025, closing a stake of 16,928 shares — an estimated $495K sold.

Integrated Wealth Concepts first reported a position in FYLD in Q2 2025 and held it in 1 quarter. The position peaked at $495K in Q2 2025. 78 funds tracked by Wall St. Rank hold FYLD as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining Cambria Foreign Shareholder Yield ETF position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 16,928 Cambria Foreign Shareholder Yield ETF shares in Q3 2025, an estimated $495K.
  • Integrated Wealth Concepts first reported a position in Cambria Foreign Shareholder Yield ETF in Q2 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's Cambria Foreign Shareholder Yield ETF position peaked at $495K in Q2 2025.
  • 78 funds tracked by Wall St. Rank held Cambria Foreign Shareholder Yield ETF as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.