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

Bradley & Co Private 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
Q1 		– Sell
-150
Closed -$10.1K – 208
2023
Q4 		$10.1K Buy
+150
New +$9.34K 0.01% 123

Other funds holding SYLD

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bradley & Co Private Wealth Management's SYLD Position: Q1 2024 in Review

Bradley & Co Private Wealth Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2024, closing a stake of 150 shares — an estimated $10.1K sold.

Bradley & Co Private Wealth Management first reported a position in SYLD in Q4 2023 and held it in 1 quarter. The position peaked at $10.1K in Q4 2023. 170 funds tracked by Wall St. Rank hold SYLD as of Q1 2024.

  • Bradley & Co Private Wealth Management reported no remaining Cambria Shareholder Yield ETF position as of Q1 2024 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 150 Cambria Shareholder Yield ETF shares in Q1 2024, an estimated $10.1K.
  • Bradley & Co Private Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q4 2023 and held it in 1 quarter.
  • Bradley & Co Private Wealth Management's Cambria Shareholder Yield ETF position peaked at $10.1K in Q4 2023.
  • 170 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2024.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.