Fulcrum Equity Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Fulcrum Equity 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
2022 Q2	–	Sell	-4,018	Closed	-$257K	–	113
2022 Q1	$257K	Sell	4,018 -39,128	-91%	-$2.5M	0.15%	93
2021 Q4	$2.79M	Sell	43,146 -2,986	-6%	-$191K	1.04%	34
2021 Q3	$2.78M	Buy	46,132 +273	+0.6%	+$16.9K	1.08%	24
2021 Q2	$2.94M	Buy	+45,859	New	+$2.93M	1.1%	16

Other funds holding SYLD

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SAF

Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fulcrum Equity Management's SYLD Position: Q2 2022 in Review

Fulcrum Equity Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2022, closing a stake of 4,018 shares — an estimated $257K sold.

Fulcrum Equity Management first reported a position in SYLD in Q2 2021 and held it in 4 quarters. The position peaked at $2.94M in Q2 2021. 101 funds tracked by Wall St. Rank hold SYLD as of Q2 2022.

Fulcrum Equity Management reported no remaining Cambria Shareholder Yield ETF position as of Q2 2022 after selling out during the quarter.
Fulcrum Equity Management sold 4,018 Cambria Shareholder Yield ETF shares in Q2 2022, an estimated $257K.
Fulcrum Equity Management first reported a position in Cambria Shareholder Yield ETF in Q2 2021 and held it in 4 quarters.
Fulcrum Equity Management's Cambria Shareholder Yield ETF position peaked at $2.94M in Q2 2021.
101 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2022.

Based on Fulcrum Equity Management's 13F filing for Q2 2022, filed 18 Jul 2022.