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Castleview Partners’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Castleview Partners’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
Q3 		– Sell
-194
Closed -$11.9K – 761
2023
Q2 		$11.9K Buy
194
+2
+1% +$116 0.01% 413
2023
Q1 		$11.3K Buy
192
+1
+0.5% +$62 0.01% 411
2022
Q4 		$11.3K Buy
+191
New +$11.4K 0.01% 353

Other funds holding SYLD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 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
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return

Castleview Partners's SYLD Position: Q3 2023 in Review

Castleview Partners sold out of Cambria Shareholder Yield ETF (SYLD) in Q3 2023, closing a stake of 194 shares — an estimated $11.9K sold.

Castleview Partners first reported a position in SYLD in Q4 2022 and held it in 3 quarters. The position peaked at $11.9K in Q2 2023. 133 funds tracked by Wall St. Rank hold SYLD as of Q3 2023.

  • Castleview Partners reported no remaining Cambria Shareholder Yield ETF position as of Q3 2023 after selling out during the quarter.
  • Castleview Partners sold 194 Cambria Shareholder Yield ETF shares in Q3 2023, an estimated $11.9K.
  • Castleview Partners first reported a position in Cambria Shareholder Yield ETF in Q4 2022 and held it in 3 quarters.
  • Castleview Partners's Cambria Shareholder Yield ETF position peaked at $11.9K in Q2 2023.
  • 133 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2023.

Based on Castleview Partners's 13F filing for Q3 2023, filed 26 Oct 2023.