WWM
FYLD icon

Western Wealth Management’s Cambria Foreign Shareholder Yield ETF FYLD Stock Holding History

Western Wealth Management’s Portfolio FYLD Stock Details FYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-57,539
Closed -$1.6M – 694
2024
Q3 		$1.6M Buy
+57,539
New +$1.54M 0.09% 225
2024
Q1 		– Sell
-54,458
Closed -$1.4M – 669
2023
Q4 		$1.4M Sell
54,458
-866
-2% -$21K 0.1% 209
2023
Q3 		$1.33M Buy
55,324
+588
+1% +$14.3K 0.11% 190
2023
Q2 		$1.31M Buy
54,736
+5,092
+10% +$126K 0.11% 191
2023
Q1 		$1.24M Sell
49,644
-19,081
-28% -$485K 0.12% 191
2022
Q4 		$1.67M Sell
68,725
-2,028
-3% -$46.4K 0.17% 144
2022
Q3 		$1.52M Buy
70,753
+34,230
+94% +$789K 0.09% 226
2022
Q2 		$837K Buy
36,523
+8,072
+28% +$210K 0.05% 343
2022
Q1 		$782K Buy
+28,451
New +$786K 0.04% 400

Other funds holding FYLD

SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return

Western Wealth Management's FYLD Position: Q4 2024 in Review

Western Wealth Management sold out of Cambria Foreign Shareholder Yield ETF (FYLD) in Q4 2024, closing a stake of 57,539 shares — an estimated $1.6M sold.

Western Wealth Management first reported a position in FYLD in Q1 2022 and held it in 9 quarters. The position peaked at $1.67M in Q4 2022. 59 funds tracked by Wall St. Rank hold FYLD as of Q4 2024.

  • Western Wealth Management reported no remaining Cambria Foreign Shareholder Yield ETF position as of Q4 2024 after selling out during the quarter.
  • Western Wealth Management sold 57,539 Cambria Foreign Shareholder Yield ETF shares in Q4 2024, an estimated $1.6M.
  • Western Wealth Management first reported a position in Cambria Foreign Shareholder Yield ETF in Q1 2022 and held it in 9 quarters.
  • Western Wealth Management's Cambria Foreign Shareholder Yield ETF position peaked at $1.67M in Q4 2022.
  • 59 funds tracked by Wall St. Rank held Cambria Foreign Shareholder Yield ETF as of Q4 2024.

Based on Western Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.