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Cetera Advisor Networks’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Cetera Advisor Networks’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 		$1.13M Buy
15,382
+510
+3% +$35K 0.01% 1378
2023
Q4 		$1M Buy
14,872
+443
+3% +$27.6K 0.01% 1375
2023
Q3 		$893K Sell
14,429
-128
-0.9% -$8.02K 0.01% 1350
2023
Q2 		$890K Buy
14,557
+1,492
+11% +$86.4K 0.01% 1331
2023
Q1 		$767K Buy
13,065
+1,924
+17% +$119K 0.01% 1403
2022
Q4 		$661K Buy
11,141
+3,161
+40% +$189K 0.01% 1450
2022
Q3 		$420K Buy
7,980
+2,095
+36% +$121K 0.01% 1397
2022
Q2 		$320K Buy
5,885
+610
+12% +$37.3K ﹤0.01% 1572
2022
Q1 		$337K Buy
5,275
+542
+11% +$34.6K ﹤0.01% 1558
2021
Q4 		$306K Sell
4,733
-194
-4% -$12.4K ﹤0.01% 1593
2021
Q3 		$297K Sell
4,927
-4,822
-49% -$298K ﹤0.01% 1525
2021
Q2 		$624K Buy
+9,749
New +$623K 0.01% 1062
2016
Q1 		– Sell
-11,755
Closed -$341K – 855
2015
Q4 		$341K Sell
11,755
-7,805
-40% -$240K 0.02% 557
2015
Q3 		$571K Buy
19,560
+2,603
+15% +$80K 0.04% 390
2015
Q2 		$536K Hold
16,957
– – 0.03% 434
2015
Q1 		$536K Sell
16,957
-155
-0.9% -$4.9K 0.03% 436
2014
Q4 		$531K Buy
17,112
+538
+3% +$16.7K 0.04% 430
2014
Q3 		$500K Buy
16,574
+2,369
+17% +$73.2K 0.03% 444
2014
Q2 		$437K Buy
14,205
+4,314
+44% +$131K 0.03% 502
2014
Q1 		$298K Buy
+9,891
New +$291K 0.02% 585

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 $79.5B AUM 27.1% 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

Cetera Advisor Networks's SYLD Position: Q1 2024 in Review

Cetera Advisor Networks increased its Cambria Shareholder Yield ETF (SYLD) stake by 3.4% in Q1 2024, buying an estimated $35K and bringing the position to 15,382 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #1378.

Cetera Advisor Networks first reported a position in SYLD in Q1 2014 and has held it in 20 quarters since. 170 funds tracked by Wall St. Rank hold SYLD as of Q1 2024.

  • Cetera Advisor Networks held 15,382 shares of Cambria Shareholder Yield ETF worth $1.13M as of Q1 2024.
  • Cetera Advisor Networks bought 510 Cambria Shareholder Yield ETF shares in Q1 2024, an estimated $35K.
  • Cambria Shareholder Yield ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1378 holding.
  • Cetera Advisor Networks first reported a position in Cambria Shareholder Yield ETF in Q1 2014 and has held it in 20 quarters since.
  • 170 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.