Optivise Advisory Services’s Cambria Emerging Shareholder Yield ETF EYLD Stock Holding History

Optivise Advisory Services’s Portfolio EYLD Stock Details EYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$562K	Sell	12,374 -6,336	-34%	-$288K	0.29%	98
2026 Q1	$775K	Buy	18,710 +412	+2%	+$17.3K	0.47%	60
2025 Q4	$701K	Sell	18,298 -8,249	-31%	-$315K	0.4%	73
2025 Q3	$988K	Buy	26,547 +8,357	+46%	+$310K	0.59%	48
2025 Q2	$657K	Buy	18,190 +67	+0.4%	+$2.22K	0.34%	75
2025 Q1	$575K	Buy	18,123 +1,261	+7%	+$40.3K	0.32%	74
2024 Q4	$528K	Buy	16,862 +781	+5%	+$25.8K	0.28%	84
2024 Q3	$556K	Buy	16,081 +2,095	+15%	+$71.1K	0.29%	71
2024 Q2	$481K	Buy	+13,986	New	+$486K	0.26%	83

Other funds holding EYLD

AFFA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

SCFS

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

LexAurum Advisors Overland Park, Kansas $866M AUM

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Optivise Advisory Services's EYLD Position: Q2 2026 in Review

Optivise Advisory Services reduced its Cambria Emerging Shareholder Yield ETF (EYLD) stake by 34% in Q2 2026, selling an estimated $288K and leaving 12,374 shares worth $562K. The position accounts for 0.29% of the portfolio, ranked #98.

Optivise Advisory Services first reported a position in EYLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $988K in Q3 2025. 22 funds tracked by Wall St. Rank hold EYLD as of Q2 2026.

Optivise Advisory Services held 12,374 shares of Cambria Emerging Shareholder Yield ETF worth $562K as of Q2 2026.
Optivise Advisory Services sold 6,336 Cambria Emerging Shareholder Yield ETF shares in Q2 2026, an estimated $288K.
Cambria Emerging Shareholder Yield ETF made up 0.29% of Optivise Advisory Services's portfolio in Q2 2026, its #98 holding.
Optivise Advisory Services first reported a position in Cambria Emerging Shareholder Yield ETF in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's Cambria Emerging Shareholder Yield ETF position peaked at $988K in Q3 2025.
22 funds tracked by Wall St. Rank held Cambria Emerging Shareholder Yield ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.