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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
2026
Q2 		$362K Buy
+9,908
New +$378K 0.15% 88
2024
Q3 		– Sell
-8,792
Closed -$232K – 97
2024
Q2 		$232K Buy
+8,792
New +$239K 0.19% 80

Other funds holding FYLD

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $97.6B AUM 29.43% 1-Year Est. Return

Trademark Financial Management's FYLD Position: Q2 2026 in Review

Trademark Financial Management opened a new position in Cambria Foreign Shareholder Yield ETF (FYLD) in Q2 2026: 9,908 shares worth $362K. The stake represents 0.15% of the portfolio and ranks #88 among its holdings. This is a return to the name: Trademark Financial Management previously reported a position in FYLD as recently as Q2 2024.

Trademark Financial Management first reported a position in FYLD in Q2 2024 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold FYLD as of Q2 2026.

  • Trademark Financial Management held 9,908 shares of Cambria Foreign Shareholder Yield ETF worth $362K as of Q2 2026.
  • Cambria Foreign Shareholder Yield ETF was a new Trademark Financial Management position in Q2 2026.
  • Cambria Foreign Shareholder Yield ETF made up 0.15% of Trademark Financial Management's portfolio in Q2 2026, its #88 holding.
  • Trademark Financial Management first reported a position in Cambria Foreign Shareholder Yield ETF in Q2 2024 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held Cambria Foreign Shareholder Yield ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.