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Trademark Financial Management’s Cambria Emerging Shareholder Yield ETF EYLD Stock Holding History

Trademark Financial 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
2024
Q3 		– Sell
-14,963
Closed -$515K – 96
2024
Q2 		$515K Buy
+14,963
New +$520K 0.42% 54

Other funds holding EYLD

SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Trademark Financial Management's EYLD Position: Q3 2024 in Review

Trademark Financial Management sold out of Cambria Emerging Shareholder Yield ETF (EYLD) in Q3 2024, closing a stake of 14,963 shares — an estimated $515K sold.

Trademark Financial Management first reported a position in EYLD in Q2 2024 and held it in 1 quarter. The position peaked at $515K in Q2 2024. 86 funds tracked by Wall St. Rank hold EYLD as of Q3 2024.

  • Trademark Financial Management reported no remaining Cambria Emerging Shareholder Yield ETF position as of Q3 2024 after selling out during the quarter.
  • Trademark Financial Management sold 14,963 Cambria Emerging Shareholder Yield ETF shares in Q3 2024, an estimated $515K.
  • Trademark Financial Management first reported a position in Cambria Emerging Shareholder Yield ETF in Q2 2024 and held it in 1 quarter.
  • Trademark Financial Management's Cambria Emerging Shareholder Yield ETF position peaked at $515K in Q2 2024.
  • 86 funds tracked by Wall St. Rank held Cambria Emerging Shareholder Yield ETF as of Q3 2024.

Based on Trademark Financial Management's 13F filing for Q3 2024, filed 31 Oct 2024.