Connectus Wealth’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Connectus Wealth’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	$1.94M	Buy	+26,236	New	+$1.8M	0.05%	187

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

Connectus Wealth's SYLD Position: Q1 2024 in Review

Connectus Wealth opened a new position in Cambria Shareholder Yield ETF (SYLD) in Q1 2024: 26,236 shares worth $1.94M. The stake represents 0.05% of the portfolio and ranks #187 among its holdings.

170 funds tracked by Wall St. Rank hold SYLD as of Q1 2024.

Connectus Wealth held 26,236 shares of Cambria Shareholder Yield ETF worth $1.94M as of Q1 2024.
Cambria Shareholder Yield ETF was a new Connectus Wealth position in Q1 2024.
Cambria Shareholder Yield ETF made up 0.05% of Connectus Wealth's portfolio in Q1 2024, its #187 holding.
170 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.