Steward Partners Investment Advisory’s Cambria Foreign Shareholder Yield ETF FYLD Stock Holding History

Steward Partners Investment Advisory’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
2021 Q2	–	Sell	-14	Closed	-$378	–	7204
2021 Q1	$378	Hold	14	–	–	﹤0.01%	3358
2020 Q4	$0	Hold	14	–	–	﹤0.01%	2927
2020 Q3	$0	Hold	14	–	–	﹤0.01%	2779
2020 Q2	$0	Hold	14	–	–	﹤0.01%	2693
2020 Q1	$0	Hold	14	–	–	﹤0.01%	2569
2019 Q4	$0	Hold	14	–	–	﹤0.01%	2644
2019 Q3	$0	Buy	+14	New	+$311	﹤0.01%	2668

Other funds holding FYLD

CIM

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

RJA

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Steward Partners Investment Advisory's FYLD Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of Cambria Foreign Shareholder Yield ETF (FYLD) in Q2 2021, closing a stake of 14 shares — an estimated $378 sold.

Steward Partners Investment Advisory first reported a position in FYLD in Q3 2019 and held it in 7 quarters. The position peaked at $378 in Q1 2021. 14 funds tracked by Wall St. Rank hold FYLD as of Q2 2021.

Steward Partners Investment Advisory reported no remaining Cambria Foreign Shareholder Yield ETF position as of Q2 2021 after selling out during the quarter.
Steward Partners Investment Advisory sold 14 Cambria Foreign Shareholder Yield ETF shares in Q2 2021, an estimated $378.
Steward Partners Investment Advisory first reported a position in Cambria Foreign Shareholder Yield ETF in Q3 2019 and held it in 7 quarters.
Steward Partners Investment Advisory's Cambria Foreign Shareholder Yield ETF position peaked at $378 in Q1 2021.
14 funds tracked by Wall St. Rank held Cambria Foreign Shareholder Yield ETF as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.