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Advisor Resource Council’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Advisor Resource Council’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
2022
Q1 		– Sell
-5,950
Closed -$385K – 505
2021
Q4 		$385K Buy
+5,950
New +$381K 0.03% 383

Other funds holding SYLD

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisor Resource Council's SYLD Position: Q1 2022 in Review

Advisor Resource Council sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2022, closing a stake of 5,950 shares — an estimated $385K sold.

Advisor Resource Council first reported a position in SYLD in Q4 2021 and held it in 1 quarter. The position peaked at $385K in Q4 2021. 99 funds tracked by Wall St. Rank hold SYLD as of Q1 2022.

  • Advisor Resource Council reported no remaining Cambria Shareholder Yield ETF position as of Q1 2022 after selling out during the quarter.
  • Advisor Resource Council sold 5,950 Cambria Shareholder Yield ETF shares in Q1 2022, an estimated $385K.
  • Advisor Resource Council first reported a position in Cambria Shareholder Yield ETF in Q4 2021 and held it in 1 quarter.
  • Advisor Resource Council's Cambria Shareholder Yield ETF position peaked at $385K in Q4 2021.
  • 99 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2022.

Based on Advisor Resource Council's 13F filing for Q1 2022, filed 20 Apr 2022.