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DFPG Investments’s Cambria Shareholder Yield ETF SYLD Stock Holding History

DFPG Investments’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
Q4 		$315K Sell
4,682
-177
-4% -$11K 0.02% 510
2023
Q3 		$288K Sell
4,859
-4,928
-50% -$309K 0.03% 482
2023
Q2 		$621K Buy
+9,787
New +$567K 0.06% 333

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 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
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DFPG Investments's SYLD Position: Q4 2023 in Review

DFPG Investments reduced its Cambria Shareholder Yield ETF (SYLD) stake by 3.6% in Q4 2023, selling an estimated $11K and leaving 4,682 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #510.

DFPG Investments first reported a position in SYLD in Q2 2023 and has held it in 3 quarters since. The position peaked at $621K in Q2 2023. 163 funds tracked by Wall St. Rank hold SYLD as of Q4 2023.

  • DFPG Investments held 4,682 shares of Cambria Shareholder Yield ETF worth $315K as of Q4 2023.
  • DFPG Investments sold 177 Cambria Shareholder Yield ETF shares in Q4 2023, an estimated $11K.
  • Cambria Shareholder Yield ETF made up 0.02% of DFPG Investments's portfolio in Q4 2023, its #510 holding.
  • DFPG Investments first reported a position in Cambria Shareholder Yield ETF in Q2 2023 and has held it in 3 quarters since.
  • DFPG Investments's Cambria Shareholder Yield ETF position peaked at $621K in Q2 2023.
  • 163 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.