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Trademark Financial Management’s Cambria Foreign Shareholder Yield ETF FYLD Stock Holding History

Trademark Financial Management’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
Q3 		– Sell
-8,792
Closed -$232K – 97
2024
Q2 		$232K Buy
+8,792
New +$239K 0.19% 80

Other funds holding FYLD

SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
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
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Trademark Financial Management sold out of Cambria Foreign Shareholder Yield ETF (FYLD) in Q3 2024, closing a stake of 8,792 shares — an estimated $232K sold.

Trademark Financial Management first reported a position in FYLD in Q2 2024 and held it in 1 quarter. The position peaked at $232K in Q2 2024. 59 funds tracked by Wall St. Rank hold FYLD as of Q3 2024.

  • Trademark Financial Management reported no remaining Cambria Foreign Shareholder Yield ETF position as of Q3 2024 after selling out during the quarter.
  • Trademark Financial Management sold 8,792 Cambria Foreign Shareholder Yield ETF shares in Q3 2024, an estimated $232K.
  • Trademark Financial Management first reported a position in Cambria Foreign Shareholder Yield ETF in Q2 2024 and held it in 1 quarter.
  • Trademark Financial Management's Cambria Foreign Shareholder Yield ETF position peaked at $232K in Q2 2024.
  • 59 funds tracked by Wall St. Rank held Cambria Foreign Shareholder Yield ETF as of Q3 2024.

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