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

Cetera 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
2024 Q1	$1.2M	Buy	16,329 +6,720	+70%	+$461K	0.01%	1068
2023 Q4	$649K	Sell	9,609 -2,682	-22%	-$167K	0.01%	983
2023 Q3	$760K	Sell	12,291 -3,120	-20%	-$196K	0.01%	844
2023 Q2	$943K	Sell	15,411 -26,714	-63%	-$1.55M	0.01%	732
2023 Q1	$2.47M	Sell	42,125 -28,247	-40%	-$1.75M	0.04%	389
2022 Q4	$4.17M	Sell	70,372 -4,720	-6%	-$282K	0.08%	271
2022 Q3	$3.95M	Buy	75,092 +7,966	+12%	+$461K	0.1%	204
2022 Q2	$3.65M	Sell	67,126 -41,631	-38%	-$2.54M	0.08%	248
2022 Q1	$6.95M	Buy	108,757 +25,989	+31%	+$1.66M	0.14%	149
2021 Q4	$5.35M	Buy	82,768 +26,297	+47%	+$1.68M	0.11%	195
2021 Q3	$3.4M	Buy	56,471 +50,369	+825%	+$3.11M	0.07%	288
2021 Q2	$391K	Buy	+6,102	New	+$390K	0.01%	929

Other funds holding SYLD

SAF

Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Advisors's SYLD Position: Q1 2024 in Review

Cetera Advisors increased its Cambria Shareholder Yield ETF (SYLD) stake by 70% in Q1 2024, buying an estimated $461K and bringing the position to 16,329 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #1068.

Cetera Advisors first reported a position in SYLD in Q2 2021 and has held it in 12 quarters since. The position peaked at $6.95M in Q1 2022. 170 funds tracked by Wall St. Rank hold SYLD as of Q1 2024.

Cetera Advisors held 16,329 shares of Cambria Shareholder Yield ETF worth $1.2M as of Q1 2024.
Cetera Advisors bought 6,720 Cambria Shareholder Yield ETF shares in Q1 2024, an estimated $461K.
Cambria Shareholder Yield ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1068 holding.
Cetera Advisors first reported a position in Cambria Shareholder Yield ETF in Q2 2021 and has held it in 12 quarters since.
Cetera Advisors's Cambria Shareholder Yield ETF position peaked at $6.95M in Q1 2022.
170 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2024.

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