GVAG
SYLD icon

Great Valley Advisor Group’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Great Valley Advisor Group’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
-3,297
Closed -$211K – 721
2022
Q1 		$211K Buy
3,297
+84
+3% +$5.37K 0.01% 558
2021
Q4 		$208K Buy
+3,213
New +$206K 0.01% 567

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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Great Valley Advisor Group's SYLD Position: Q2 2022 in Review

Great Valley Advisor Group sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2022, closing a stake of 3,297 shares — an estimated $211K sold.

Great Valley Advisor Group first reported a position in SYLD in Q4 2021 and held it in 2 quarters. The position peaked at $211K in Q1 2022. 101 funds tracked by Wall St. Rank hold SYLD as of Q2 2022.

  • Great Valley Advisor Group reported no remaining Cambria Shareholder Yield ETF position as of Q2 2022 after selling out during the quarter.
  • Great Valley Advisor Group sold 3,297 Cambria Shareholder Yield ETF shares in Q2 2022, an estimated $211K.
  • Great Valley Advisor Group first reported a position in Cambria Shareholder Yield ETF in Q4 2021 and held it in 2 quarters.
  • Great Valley Advisor Group's Cambria Shareholder Yield ETF position peaked at $211K in Q1 2022.
  • 101 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2022.

Based on Great Valley Advisor Group's 13F filing for Q2 2022, filed 19 Jul 2022.