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Herold Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Herold Advisors’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
-1,190
Closed -$76.1K – 615
2022
Q1 		$76.1K Buy
+1,190
New +$76K 0.03% 310
2021
Q4 		– Sell
-1,465
Closed -$88K – 590
2021
Q3 		$88K Buy
+1,465
New +$90.4K 0.03% 296

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

Herold Advisors's SYLD Position: Q2 2022 in Review

Herold Advisors sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2022, closing a stake of 1,190 shares — an estimated $76.1K sold.

Herold Advisors first reported a position in SYLD in Q3 2021 and held it in 2 quarters. The position peaked at $88K in Q3 2021. 101 funds tracked by Wall St. Rank hold SYLD as of Q2 2022.

  • Herold Advisors reported no remaining Cambria Shareholder Yield ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 1,190 Cambria Shareholder Yield ETF shares in Q2 2022, an estimated $76.1K.
  • Herold Advisors first reported a position in Cambria Shareholder Yield ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Cambria Shareholder Yield ETF position peaked at $88K in Q3 2021.
  • 101 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.