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

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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.