EFS
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Essex Financial Services’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Essex Financial Services’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
Q3 		– Sell
-12,758
Closed -$867K – 654
2024
Q2 		$867K Buy
12,758
+388
+3% +$27.1K 0.06% 265
2024
Q1 		$906K Buy
12,370
+3,430
+38% +$235K 0.08% 222
2023
Q4 		$604K Buy
+8,940
New +$557K 0.06% 270

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
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 $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Essex Financial Services's SYLD Position: Q3 2024 in Review

Essex Financial Services sold out of Cambria Shareholder Yield ETF (SYLD) in Q3 2024, closing a stake of 12,758 shares — an estimated $867K sold.

Essex Financial Services first reported a position in SYLD in Q4 2023 and held it in 3 quarters. The position peaked at $906K in Q1 2024. 187 funds tracked by Wall St. Rank hold SYLD as of Q3 2024.

  • Essex Financial Services reported no remaining Cambria Shareholder Yield ETF position as of Q3 2024 after selling out during the quarter.
  • Essex Financial Services sold 12,758 Cambria Shareholder Yield ETF shares in Q3 2024, an estimated $867K.
  • Essex Financial Services first reported a position in Cambria Shareholder Yield ETF in Q4 2023 and held it in 3 quarters.
  • Essex Financial Services's Cambria Shareholder Yield ETF position peaked at $906K in Q1 2024.
  • 187 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2024.

Based on Essex Financial Services's 13F filing for Q3 2024, filed 24 Oct 2024.