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Retirement Group’s Cambria Foreign Shareholder Yield ETF FYLD Stock Holding History

Retirement Group’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
Q1 		$11.5K Hold
425
– – ﹤0.01% 442
2023
Q4 		$11K Buy
+425
New +$10.3K ﹤0.01% 429

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Retirement Group's FYLD Position: Q1 2024 in Review

Retirement Group held its Cambria Foreign Shareholder Yield ETF (FYLD) position steady in Q1 2024 at 425 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Retirement Group first reported a position in FYLD in Q4 2023 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold FYLD as of Q1 2024.

  • Retirement Group held 425 shares of Cambria Foreign Shareholder Yield ETF worth $11.5K as of Q1 2024.
  • Retirement Group left its Cambria Foreign Shareholder Yield ETF share count unchanged in Q1 2024.
  • Cambria Foreign Shareholder Yield ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #442 holding.
  • Retirement Group first reported a position in Cambria Foreign Shareholder Yield ETF in Q4 2023 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held Cambria Foreign Shareholder Yield ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.