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B. Riley Wealth Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

B. Riley 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
2024
Q2 		– Sell
-5,067
Closed -$315K – 1591
2024
Q1 		$315K Buy
5,067
+182
+4% +$12.5K 0.01% 1013
2023
Q4 		$330K Sell
4,885
-182
-4% -$11.3K 0.01% 1009
2023
Q3 		$315K Buy
+5,067
New +$318K 0.01% 1013
2022
Q1 		– Sell
-3,143
Closed -$204K – 1499
2021
Q4 		$204K Buy
+3,143
New +$201K 0.01% 1263

Other funds holding SYLD

Morgan Stanley
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
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

B. Riley Wealth Advisors's SYLD Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2024, closing a stake of 5,067 shares — an estimated $315K sold.

B. Riley Wealth Advisors first reported a position in SYLD in Q4 2021 and held it in 4 quarters. The position peaked at $330K in Q4 2023. 183 funds tracked by Wall St. Rank hold SYLD as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Cambria Shareholder Yield ETF position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,067 Cambria Shareholder Yield ETF shares in Q2 2024, an estimated $315K.
  • B. Riley Wealth Advisors first reported a position in Cambria Shareholder Yield ETF in Q4 2021 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Cambria Shareholder Yield ETF position peaked at $330K in Q4 2023.
  • 183 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.