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WealthPLAN Partners’s Cambria Emerging Shareholder Yield ETF EYLD Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-900
Closed -$25K – 561
2023
Q2 		$25K Sell
900
-179
-17% -$5.1K ﹤0.01% 635
2023
Q1 		$30.7K Sell
1,079
-12,984
-92% -$376K ﹤0.01% 640
2022
Q4 		$409K Buy
+14,063
New +$379K 0.03% 278
2022
Q1 		$751K Buy
25,200
+9,445
+60% +$321K 0.05% 200
2021
Q4 		$565K Buy
15,755
+469
+3% +$16.7K 0.04% 240
2021
Q3 		$550K Buy
15,286
+6,411
+72% +$241K 0.04% 241
2021
Q2 		$335K Buy
8,875
+1,941
+28% +$75.9K 0.02% 271
2021
Q1 		$269K Buy
+6,934
New +$254K 0.02% 286

Other funds holding EYLD

CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

WealthPLAN Partners's EYLD Position: Q3 2023 in Review

WealthPLAN Partners sold out of Cambria Emerging Shareholder Yield ETF (EYLD) in Q3 2023, closing a stake of 900 shares — an estimated $25K sold.

WealthPLAN Partners first reported a position in EYLD in Q1 2021 and held it in 8 quarters. The position peaked at $751K in Q1 2022. 45 funds tracked by Wall St. Rank hold EYLD as of Q3 2023.

  • WealthPLAN Partners reported no remaining Cambria Emerging Shareholder Yield ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 900 Cambria Emerging Shareholder Yield ETF shares in Q3 2023, an estimated $25K.
  • WealthPLAN Partners first reported a position in Cambria Emerging Shareholder Yield ETF in Q1 2021 and held it in 8 quarters.
  • WealthPLAN Partners's Cambria Emerging Shareholder Yield ETF position peaked at $751K in Q1 2022.
  • 45 funds tracked by Wall St. Rank held Cambria Emerging Shareholder Yield ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.