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

NEIRG 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
2023
Q3 		– Sell
-401,549
Closed -$9.64M – 39
2023
Q2 		$9.64M Buy
+401,549
New +$9.93M 1.78% 19

Other funds holding FYLD

CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

NEIRG Wealth Management's FYLD Position: Q3 2023 in Review

NEIRG Wealth Management sold out of Cambria Foreign Shareholder Yield ETF (FYLD) in Q3 2023, closing a stake of 401,549 shares — an estimated $9.64M sold.

NEIRG Wealth Management first reported a position in FYLD in Q2 2023 and held it in 1 quarter. The position peaked at $9.64M in Q2 2023. 49 funds tracked by Wall St. Rank hold FYLD as of Q3 2023.

  • NEIRG Wealth Management reported no remaining Cambria Foreign Shareholder Yield ETF position as of Q3 2023 after selling out during the quarter.
  • NEIRG Wealth Management sold 401,549 Cambria Foreign Shareholder Yield ETF shares in Q3 2023, an estimated $9.64M.
  • NEIRG Wealth Management first reported a position in Cambria Foreign Shareholder Yield ETF in Q2 2023 and held it in 1 quarter.
  • NEIRG Wealth Management's Cambria Foreign Shareholder Yield ETF position peaked at $9.64M in Q2 2023.
  • 49 funds tracked by Wall St. Rank held Cambria Foreign Shareholder Yield ETF as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.