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Bartlett & Co Wealth Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Bartlett & Co 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
2023
Q1 		– Sell
-50
Closed -$2.98K – 1103
2022
Q4 		$2.98K Buy
+50
New +$2.98K ﹤0.01% 983

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return

Bartlett & Co Wealth Management's SYLD Position: Q1 2023 in Review

Bartlett & Co Wealth Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2023, closing a stake of 50 shares — an estimated $2.98K sold.

Bartlett & Co Wealth Management first reported a position in SYLD in Q4 2022 and held it in 1 quarter. The position peaked at $2.98K in Q4 2022. 128 funds tracked by Wall St. Rank hold SYLD as of Q1 2023.

  • Bartlett & Co Wealth Management reported no remaining Cambria Shareholder Yield ETF position as of Q1 2023 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 50 Cambria Shareholder Yield ETF shares in Q1 2023, an estimated $2.98K.
  • Bartlett & Co Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q4 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Cambria Shareholder Yield ETF position peaked at $2.98K in Q4 2022.
  • 128 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2023, filed 14 Feb 2024.