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Sigma Planning Corp’s Cambria Foreign Shareholder Yield ETF FYLD Stock Holding History

Sigma Planning Corp’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
Q4 		– Sell
-8,524
Closed -$237K – 1200
2024
Q3 		$237K Sell
8,524
-157
-2% -$4.21K 0.01% 1057
2024
Q2 		$229K Sell
8,681
-809
-9% -$22K 0.01% 1029
2024
Q1 		$256K Buy
+9,490
New +$249K 0.01% 1028
2023
Q4 		– Sell
-12,205
Closed -$293K – 971
2023
Q3 		$293K Buy
12,205
+992
+9% +$24.2K 0.01% 932
2023
Q2 		$269K Buy
11,213
+141
+1% +$3.49K 0.01% 983
2023
Q1 		$277K Sell
11,072
-168
-1% -$4.27K 0.01% 1030
2022
Q4 		$273K Sell
11,240
-605
-5% -$13.8K 0.01% 1005
2022
Q3 		$242K Sell
11,845
-1,774
-13% -$40.9K 0.01% 1034
2022
Q2 		$317K Buy
13,619
+4,248
+45% +$111K 0.01% 963
2022
Q1 		$257K Buy
+9,371
New +$259K 0.01% 1137
2015
Q1 		– Sell
-9,927
Closed -$222K – 766
2014
Q4 		$222K Buy
+9,927
New +$234K 0.03% 605

Other funds holding FYLD

SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return

Sigma Planning Corp's FYLD Position: Q4 2024 in Review

Sigma Planning Corp sold out of Cambria Foreign Shareholder Yield ETF (FYLD) in Q4 2024, closing a stake of 8,524 shares — an estimated $237K sold.

Sigma Planning Corp first reported a position in FYLD in Q4 2014 and held it in 11 quarters. The position peaked at $317K in Q2 2022. 59 funds tracked by Wall St. Rank hold FYLD as of Q4 2024.

  • Sigma Planning Corp reported no remaining Cambria Foreign Shareholder Yield ETF position as of Q4 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 8,524 Cambria Foreign Shareholder Yield ETF shares in Q4 2024, an estimated $237K.
  • Sigma Planning Corp first reported a position in Cambria Foreign Shareholder Yield ETF in Q4 2014 and held it in 11 quarters.
  • Sigma Planning Corp's Cambria Foreign Shareholder Yield ETF position peaked at $317K in Q2 2022.
  • 59 funds tracked by Wall St. Rank held Cambria Foreign Shareholder Yield ETF as of Q4 2024.

Based on Sigma Planning Corp's 13F filing for Q4 2024, filed 3 Feb 2025.