9258 Wealth Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

9258 Wealth Management’s Portfolio SYLD Stock Details SYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$478K	Hold	6,610	–	–	0.07%	208
2024 Q2	$451K	Hold	6,610	–	–	0.07%	203
2024 Q1	$484K	Sell	6,610 -400	-6%	-$27.5K	0.08%	197
2023 Q4	$474K	Sell	7,010 -1,200	-15%	-$74.7K	0.08%	187
2023 Q3	$508K	Hold	8,210	–	–	0.1%	173
2023 Q2	$502K	Hold	8,210	–	–	0.09%	182
2023 Q1	$482K	Hold	8,210	–	–	0.1%	181
2022 Q4	$487K	Hold	8,210	–	–	0.11%	178
2022 Q3	$432K	Hold	8,210	–	–	0.11%	181
2022 Q2	$447K	Hold	8,210	–	–	0.11%	189
2022 Q1	$525K	Hold	8,210	–	–	0.12%	183
2021 Q4	$531K	Sell	8,210 -50	-0.6%	-$3.2K	0.12%	187
2021 Q3	$497K	Hold	8,260	–	–	0.13%	171
2021 Q2	$529K	Hold	8,260	–	–	0.14%	160
2021 Q1	$496K	Hold	8,260	–	–	0.15%	151
2020 Q4	$368K	Hold	8,260	–	–	0.12%	189
2020 Q3	$287K	Sell	8,260 -1,000	-11%	-$34.3K	0.11%	207
2020 Q2	$298K	Hold	9,260	–	–	0.12%	206
2020 Q1	$262K	Hold	9,260	–	–	0.12%	206
2019 Q4	$373K	Buy	+9,260	New	+$355K	0.14%	187

Other funds holding SYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SAF

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

9258 Wealth Management's SYLD Position: Q3 2024 in Review

9258 Wealth Management held its Cambria Shareholder Yield ETF (SYLD) position steady in Q3 2024 at 6,610 shares worth $478K. The position accounts for 0.07% of the portfolio, ranked #208.

9258 Wealth Management first reported a position in SYLD in Q4 2019 and has held it in 20 quarters since. The position peaked at $531K in Q4 2021. 187 funds tracked by Wall St. Rank hold SYLD as of Q3 2024.

9258 Wealth Management held 6,610 shares of Cambria Shareholder Yield ETF worth $478K as of Q3 2024.
9258 Wealth Management left its Cambria Shareholder Yield ETF share count unchanged in Q3 2024.
Cambria Shareholder Yield ETF made up 0.07% of 9258 Wealth Management's portfolio in Q3 2024, its #208 holding.
9258 Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q4 2019 and has held it in 20 quarters since.
9258 Wealth Management's Cambria Shareholder Yield ETF position peaked at $531K in Q4 2021.
187 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.