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Amplius Wealth Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Amplius Wealth Advisors’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
-103
Closed -$6K – 803
2021
Q4 		$6K Buy
+103
New +$6.59K ﹤0.01% 694

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 $1.66T AUM 25.57% 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 $1.79B AUM 28.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Amplius Wealth Advisors's SYLD Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2022, closing a stake of 103 shares — an estimated $6K sold.

Amplius Wealth Advisors first reported a position in SYLD in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 99 funds tracked by Wall St. Rank hold SYLD as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Cambria Shareholder Yield ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 103 Cambria Shareholder Yield ETF shares in Q1 2022, an estimated $6K.
  • Amplius Wealth Advisors first reported a position in Cambria Shareholder Yield ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Cambria Shareholder Yield ETF position peaked at $6K in Q4 2021.
  • 99 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.