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Welch Financial Planning’s Cambria Emerging Shareholder Yield ETF EYLD Stock Holding History

Welch Financial Planning’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 		$7.33M Buy
161,416
+29
+0% +$1.32K 4.27% 9
2026
Q1 		$6.68M Buy
161,387
+5,472
+4% +$229K 4.81% 8
2025
Q4 		$5.98M Buy
+155,915
New +$5.96M 4.35% 8

Other funds holding EYLD

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
WIA
Westview Investment Advisors Burlington, Vermont $204M AUM

Welch Financial Planning's EYLD Position: Q2 2026 in Review

Welch Financial Planning increased its Cambria Emerging Shareholder Yield ETF (EYLD) stake by 0.02% in Q2 2026, buying an estimated $1.32K and bringing the position to 161,416 shares worth $7.33M. The position accounts for 4.27% of the portfolio, ranked #9.

Welch Financial Planning first reported a position in EYLD in Q4 2025 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold EYLD as of Q2 2026.

  • Welch Financial Planning held 161,416 shares of Cambria Emerging Shareholder Yield ETF worth $7.33M as of Q2 2026.
  • Welch Financial Planning bought 29 Cambria Emerging Shareholder Yield ETF shares in Q2 2026, an estimated $1.32K.
  • Cambria Emerging Shareholder Yield ETF made up 4.27% of Welch Financial Planning's portfolio in Q2 2026, its #9 holding.
  • Welch Financial Planning first reported a position in Cambria Emerging Shareholder Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held Cambria Emerging Shareholder Yield ETF as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.