Spire Wealth Management’s Cambria Emerging Shareholder Yield ETF EYLD Stock Holding History

Spire Wealth Management’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
2023 Q1	–	Sell	-501	Closed	-$14K	–	2512
2022 Q4	$14K	Hold	501	–	–	﹤0.01%	1494
2022 Q3	$12K	Hold	501	–	–	﹤0.01%	1504
2022 Q2	$13K	Sell	501 -7,465	-94%	-$221K	﹤0.01%	1828
2022 Q1	$251K	Sell	7,966 -39,795	-83%	-$1.35M	0.01%	790
2021 Q4	$1.71M	Buy	47,761 +9,632	+25%	+$343K	0.04%	338
2021 Q3	$1.35M	Sell	38,129 -12,199	-24%	-$458K	0.04%	347
2021 Q2	$1.93M	Sell	50,328 -4,699	-9%	-$184K	0.05%	295
2021 Q1	$2.08M	Buy	+55,027	New	+$2.02M	0.06%	270

Other funds holding EYLD

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AFFA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

OCG

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

WSWA

Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return

Spire Wealth Management's EYLD Position: Q1 2023 in Review

Spire Wealth Management sold out of Cambria Emerging Shareholder Yield ETF (EYLD) in Q1 2023, closing a stake of 501 shares — an estimated $14K sold.

Spire Wealth Management first reported a position in EYLD in Q1 2021 and held it in 8 quarters. The position peaked at $2.08M in Q1 2021. 38 funds tracked by Wall St. Rank hold EYLD as of Q1 2023.

Spire Wealth Management reported no remaining Cambria Emerging Shareholder Yield ETF position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 501 Cambria Emerging Shareholder Yield ETF shares in Q1 2023, an estimated $14K.
Spire Wealth Management first reported a position in Cambria Emerging Shareholder Yield ETF in Q1 2021 and held it in 8 quarters.
Spire Wealth Management's Cambria Emerging Shareholder Yield ETF position peaked at $2.08M in Q1 2021.
38 funds tracked by Wall St. Rank held Cambria Emerging Shareholder Yield ETF as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.