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 Q3	$8.55M	Buy	179,714 +18,298	+11%	+$867K	4.8%	6
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

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Warren Street Wealth Advisors Newport Beach, California $510M AUM 20.51% 1-Year Est. Return

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

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Welch Financial Planning's EYLD Position: Q3 2026 in Review

Welch Financial Planning increased its Cambria Emerging Shareholder Yield ETF (EYLD) stake by 11% in Q3 2026, buying an estimated $867K and bringing the position to 179,714 shares worth $8.55M. The position accounts for 4.8% of the portfolio, ranked #6.

Welch Financial Planning first reported a position in EYLD in Q4 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold EYLD as of Q3 2026.

Welch Financial Planning held 179,714 shares of Cambria Emerging Shareholder Yield ETF worth $8.55M as of Q3 2026.
Welch Financial Planning bought 18,298 Cambria Emerging Shareholder Yield ETF shares in Q3 2026, an estimated $867K.
Cambria Emerging Shareholder Yield ETF made up 4.8% of Welch Financial Planning's portfolio in Q3 2026, its #6 holding.
Welch Financial Planning first reported a position in Cambria Emerging Shareholder Yield ETF in Q4 2025 and has held it in 4 quarters since.
58 funds tracked by Wall St. Rank held Cambria Emerging Shareholder Yield ETF as of Q3 2026.

Based on Welch Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.