EWM
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EPG Wealth Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

EPG Wealth Management’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
2020
Q2 		– Sell
-457
Closed -$11K – 681
2020
Q1 		$11K Buy
457
+3
+0.7% +$105 0.01% 475
2019
Q4 		$18K Buy
+454
New +$17.4K 0.01% 367

Other funds holding SYLD

CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

EPG Wealth Management's SYLD Position: Q2 2020 in Review

EPG Wealth Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2020, closing a stake of 457 shares — an estimated $11K sold.

EPG Wealth Management first reported a position in SYLD in Q4 2019 and held it in 2 quarters. The position peaked at $18K in Q4 2019. 30 funds tracked by Wall St. Rank hold SYLD as of Q2 2020.

  • EPG Wealth Management reported no remaining Cambria Shareholder Yield ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 457 Cambria Shareholder Yield ETF shares in Q2 2020, an estimated $11K.
  • EPG Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Cambria Shareholder Yield ETF position peaked at $18K in Q4 2019.
  • 30 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.