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Castle Wealth Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Castle 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
2022
Q4 		– Sell
-151
Closed -$8K – 574
2022
Q3 		$8K Buy
151
+1
+0.7% +$58 ﹤0.01% 455
2022
Q2 		$8K Buy
+150
New +$9.17K ﹤0.01% 441

Other funds holding SYLD

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 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 $836M AUM 21.04% 1-Year Est. Return

Castle Wealth Management's SYLD Position: Q4 2022 in Review

Castle Wealth Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q4 2022, closing a stake of 151 shares — an estimated $8K sold.

Castle Wealth Management first reported a position in SYLD in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q3 2022. 131 funds tracked by Wall St. Rank hold SYLD as of Q4 2022.

  • Castle Wealth Management reported no remaining Cambria Shareholder Yield ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 151 Cambria Shareholder Yield ETF shares in Q4 2022, an estimated $8K.
  • Castle Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Cambria Shareholder Yield ETF position peaked at $8K in Q3 2022.
  • 131 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.