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WealthPlan Investment Management’s Cambria Emerging Shareholder Yield ETF EYLD Stock Holding History

WealthPlan Investment 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
2026
Q2 		– Sell
-6,415
Closed -$266K – 485
2026
Q1 		$266K Sell
6,415
-3,261
-34% -$137K 0.01% 409
2025
Q4 		$371K Buy
9,676
+242
+3% +$9.26K 0.02% 297
2025
Q3 		$351K Sell
9,434
-212
-2% -$7.87K 0.02% 256
2025
Q2 		$348K Sell
9,646
-122
-1% -$4.04K 0.03% 272
2025
Q1 		$310K Hold
9,768
– – 0.03% 218
2024
Q4 		$306K Sell
9,768
-202
-2% -$6.68K 0.03% 218
2024
Q3 		$345K Sell
9,970
-102
-1% -$3.46K 0.03% 189
2024
Q2 		$347K Buy
10,072
+61
+0.6% +$2.12K 0.05% 141
2024
Q1 		$336K Hold
10,011
– – 0.05% 149
2023
Q4 		$314K Sell
10,011
-2,540
-20% -$74.2K 0.05% 149
2023
Q3 		$360K Buy
12,551
+10,335
+466% +$297K 0.06% 133
2023
Q2 		$62.3K Sell
2,216
-10,768
-83% -$307K 0.02% 188
2023
Q1 		$370K Sell
12,984
-1,079
-8% -$31.2K 0.06% 132
2022
Q4 		$408K Sell
14,063
-1,201
-8% -$32.4K 0.03% 276
2022
Q3 		$435K Buy
+15,264
New +$412K 0.03% 262
2022
Q1 		$751K Buy
+25,200
New +$858K 0.05% 200

Other funds holding EYLD

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WealthPlan Investment Management's EYLD Position: Q2 2026 in Review

WealthPlan Investment Management sold out of Cambria Emerging Shareholder Yield ETF (EYLD) in Q2 2026, closing a stake of 6,415 shares — an estimated $266K sold.

WealthPlan Investment Management first reported a position in EYLD in Q1 2022 and held it in 16 quarters. The position peaked at $751K in Q1 2022. 110 funds tracked by Wall St. Rank hold EYLD as of Q2 2026.

  • WealthPlan Investment Management reported no remaining Cambria Emerging Shareholder Yield ETF position as of Q2 2026 after selling out during the quarter.
  • WealthPlan Investment Management sold 6,415 Cambria Emerging Shareholder Yield ETF shares in Q2 2026, an estimated $266K.
  • WealthPlan Investment Management first reported a position in Cambria Emerging Shareholder Yield ETF in Q1 2022 and held it in 16 quarters.
  • WealthPlan Investment Management's Cambria Emerging Shareholder Yield ETF position peaked at $751K in Q1 2022.
  • 110 funds tracked by Wall St. Rank held Cambria Emerging Shareholder Yield ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.