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Cambridge Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Cambridge 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
2023
Q2 		– Sell
-13,450
Closed -$790K – 182
2023
Q1 		$790K Buy
13,450
+121
+0.9% +$7.49K 0.2% 87
2022
Q4 		$791K Sell
13,329
-1,414
-10% -$84.4K 0.21% 84
2022
Q3 		$775K Sell
14,743
-279
-2% -$16.1K 0.22% 74
2022
Q2 		$817K Sell
15,022
-632
-4% -$38.6K 0.22% 70
2022
Q1 		$1M Buy
15,654
+208
+1% +$13.3K 0.24% 68
2021
Q4 		$998K Buy
15,446
+3,495
+29% +$224K 0.23% 73
2021
Q3 		$719K Buy
11,951
+1,846
+18% +$114K 0.18% 89
2021
Q2 		$647K Buy
10,105
+18
+0.2% +$1.15K 0.16% 93
2021
Q1 		$606K Buy
10,087
+143
+1% +$7.91K 0.15% 95
2020
Q4 		$443K Sell
9,944
-1,007
-9% -$40.2K 0.12% 103
2020
Q3 		$379K Buy
10,951
+77
+0.7% +$2.64K 0.11% 109
2020
Q2 		$350K Sell
10,874
-239
-2% -$7.15K 0.11% 110
2020
Q1 		$280K Buy
11,113
+2,173
+24% +$76.2K 0.1% 113
2019
Q4 		$360K Buy
8,940
+544
+6% +$20.9K 0.11% 114
2019
Q3 		$306K Buy
+8,396
New +$299K 0.1% 105

Other funds holding SYLD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
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
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 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
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Cambridge Advisors's SYLD Position: Q2 2023 in Review

Cambridge Advisors sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2023, closing a stake of 13,450 shares — an estimated $790K sold.

Cambridge Advisors first reported a position in SYLD in Q3 2019 and held it in 15 quarters. The position peaked at $1M in Q1 2022. 120 funds tracked by Wall St. Rank hold SYLD as of Q2 2023.

  • Cambridge Advisors reported no remaining Cambria Shareholder Yield ETF position as of Q2 2023 after selling out during the quarter.
  • Cambridge Advisors sold 13,450 Cambria Shareholder Yield ETF shares in Q2 2023, an estimated $790K.
  • Cambridge Advisors first reported a position in Cambria Shareholder Yield ETF in Q3 2019 and held it in 15 quarters.
  • Cambridge Advisors's Cambria Shareholder Yield ETF position peaked at $1M in Q1 2022.
  • 120 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2023.

Based on Cambridge Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.