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First Command Advisory Services’s Cambria Shareholder Yield ETF SYLD Stock Holding History

First Command Advisory 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
Q4 		– Sell
-118
Closed -$8.54K – 476
2024
Q3 		$8.54K Sell
118
-40
-25% -$2.79K ﹤0.01% 383
2024
Q2 		$10.8K Buy
+158
New +$11K ﹤0.01% 349

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SAF
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

First Command Advisory Services's SYLD Position: Q4 2024 in Review

First Command Advisory Services sold out of Cambria Shareholder Yield ETF (SYLD) in Q4 2024, closing a stake of 118 shares — an estimated $8.54K sold.

First Command Advisory Services first reported a position in SYLD in Q2 2024 and held it in 2 quarters. The position peaked at $10.8K in Q2 2024. 187 funds tracked by Wall St. Rank hold SYLD as of Q4 2024.

  • First Command Advisory Services reported no remaining Cambria Shareholder Yield ETF position as of Q4 2024 after selling out during the quarter.
  • First Command Advisory Services sold 118 Cambria Shareholder Yield ETF shares in Q4 2024, an estimated $8.54K.
  • First Command Advisory Services first reported a position in Cambria Shareholder Yield ETF in Q2 2024 and held it in 2 quarters.
  • First Command Advisory Services's Cambria Shareholder Yield ETF position peaked at $10.8K in Q2 2024.
  • 187 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q4 2024.

Based on First Command Advisory Services's 13F filing for Q4 2024, filed 5 Feb 2025.