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Focus Financial Network’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Focus Financial Network’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 		– Sell
-4,168
Closed -$282K – 746
2023
Q4 		$282K Buy
+4,168
New +$260K 0.01% 595

Other funds holding SYLD

SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Focus Financial Network's SYLD Position: Q1 2024 in Review

Focus Financial Network sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2024, closing a stake of 4,168 shares — an estimated $282K sold.

Focus Financial Network first reported a position in SYLD in Q4 2023 and held it in 1 quarter. The position peaked at $282K in Q4 2023. 170 funds tracked by Wall St. Rank hold SYLD as of Q1 2024.

  • Focus Financial Network reported no remaining Cambria Shareholder Yield ETF position as of Q1 2024 after selling out during the quarter.
  • Focus Financial Network sold 4,168 Cambria Shareholder Yield ETF shares in Q1 2024, an estimated $282K.
  • Focus Financial Network first reported a position in Cambria Shareholder Yield ETF in Q4 2023 and held it in 1 quarter.
  • Focus Financial Network's Cambria Shareholder Yield ETF position peaked at $282K in Q4 2023.
  • 170 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2024.

Based on Focus Financial Network's 13F filing for Q1 2024, filed 24 Apr 2024.