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Cape Investment Advisory’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Cape Investment Advisory’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
-190
Closed -$11.2K – 975
2023
Q1 		$11.2K Buy
+190
New +$11.8K 0.01% 521

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 $1.89T AUM 35.08% 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 $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $85.1B AUM 27.35% 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

Cape Investment Advisory's SYLD Position: Q2 2023 in Review

Cape Investment Advisory sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2023, closing a stake of 190 shares — an estimated $11.2K sold.

Cape Investment Advisory first reported a position in SYLD in Q1 2023 and held it in 1 quarter. The position peaked at $11.2K in Q1 2023. 120 funds tracked by Wall St. Rank hold SYLD as of Q2 2023.

  • Cape Investment Advisory reported no remaining Cambria Shareholder Yield ETF position as of Q2 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 190 Cambria Shareholder Yield ETF shares in Q2 2023, an estimated $11.2K.
  • Cape Investment Advisory first reported a position in Cambria Shareholder Yield ETF in Q1 2023 and held it in 1 quarter.
  • Cape Investment Advisory's Cambria Shareholder Yield ETF position peaked at $11.2K in Q1 2023.
  • 120 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2023.

Based on Cape Investment Advisory's 13F filing for Q2 2023, filed 12 Oct 2023.