Janiczek Wealth Management’s Cambria Foreign Shareholder Yield ETF FYLD Stock Holding History

Janiczek Wealth Management’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
2024 Q2	$1.36K	Hold	50	–	–	﹤0.01%	891
2024 Q1	$1.36K	Hold	50	–	–	﹤0.01%	905
2023 Q4	$1.29K	Sell	50 -2	-4%	-$49	﹤0.01%	898
2023 Q3	$1.26K	Buy	52 +4	+8%	+$98	﹤0.01%	888
2023 Q2	$1.19K	Buy	48 +1	+2%	+$25	﹤0.01%	828
2023 Q1	$1.2K	Buy	47 +37	+370%	+$940	﹤0.01%	827
2022 Q4	$255	Hold	10	–	–	﹤0.01%	970
2022 Q3	$0	Hold	10	–	–	﹤0.01%	968
2022 Q2	$0	Buy	+10	New	+$261	﹤0.01%	992
2022 Q1	–	Sell	-7	Closed	–	–	997
2021 Q4	$0	Buy	+7	New	+$190	﹤0.01%	1042

Other funds holding FYLD

CIM

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

SAF

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

RIL

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

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

OCG

Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return

LFA

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

AFFA

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

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

Janiczek Wealth Management's FYLD Position: Q2 2024 in Review

Janiczek Wealth Management held its Cambria Foreign Shareholder Yield ETF (FYLD) position steady in Q2 2024 at 50 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Janiczek Wealth Management first reported a position in FYLD in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.36K in Q1 2024. 62 funds tracked by Wall St. Rank hold FYLD as of Q2 2024.

Janiczek Wealth Management held 50 shares of Cambria Foreign Shareholder Yield ETF worth $1.36K as of Q2 2024.
Janiczek Wealth Management left its Cambria Foreign Shareholder Yield ETF share count unchanged in Q2 2024.
Cambria Foreign Shareholder Yield ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #891 holding.
Janiczek Wealth Management first reported a position in Cambria Foreign Shareholder Yield ETF in Q4 2021 and has held it in 10 quarters since.
Janiczek Wealth Management's Cambria Foreign Shareholder Yield ETF position peaked at $1.36K in Q1 2024.
62 funds tracked by Wall St. Rank held Cambria Foreign Shareholder Yield ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.