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

Lifetime 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
2026
Q2 		$653K Sell
17,885
-3,241
-15% -$124K 0.38% 55
2026
Q1 		$789K Buy
21,126
+654
+3% +$23.5K 0.45% 55
2025
Q4 		$665K Buy
+20,472
New +$649K 0.42% 57

Other funds holding FYLD

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Lifetime Wealth Management's FYLD Position: Q2 2026 in Review

Lifetime Wealth Management reduced its Cambria Foreign Shareholder Yield ETF (FYLD) stake by 15% in Q2 2026, selling an estimated $124K and leaving 17,885 shares worth $653K. The position accounts for 0.38% of the portfolio, ranked #55.

Lifetime Wealth Management first reported a position in FYLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $789K in Q1 2026. 90 funds tracked by Wall St. Rank hold FYLD as of Q2 2026.

  • Lifetime Wealth Management held 17,885 shares of Cambria Foreign Shareholder Yield ETF worth $653K as of Q2 2026.
  • Lifetime Wealth Management sold 3,241 Cambria Foreign Shareholder Yield ETF shares in Q2 2026, an estimated $124K.
  • Cambria Foreign Shareholder Yield ETF made up 0.38% of Lifetime Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Lifetime Wealth Management first reported a position in Cambria Foreign Shareholder Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • Lifetime Wealth Management's Cambria Foreign Shareholder Yield ETF position peaked at $789K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held Cambria Foreign Shareholder Yield ETF as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.