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

FormulaFolio 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
2021
Q1 		– Sell
-39,101
Closed -$1.74M – 774
2020
Q4 		$1.74M Buy
+39,101
New +$1.56M 0.04% 265

Other funds holding SYLD

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

FormulaFolio Investments's SYLD Position: Q1 2021 in Review

FormulaFolio Investments sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2021, closing a stake of 39,101 shares — an estimated $1.74M sold.

FormulaFolio Investments first reported a position in SYLD in Q4 2020 and held it in 1 quarter. The position peaked at $1.74M in Q4 2020. 46 funds tracked by Wall St. Rank hold SYLD as of Q1 2021.

  • FormulaFolio Investments reported no remaining Cambria Shareholder Yield ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 39,101 Cambria Shareholder Yield ETF shares in Q1 2021, an estimated $1.74M.
  • FormulaFolio Investments first reported a position in Cambria Shareholder Yield ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Cambria Shareholder Yield ETF position peaked at $1.74M in Q4 2020.
  • 46 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.