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HRC Wealth Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

HRC Wealth 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
2024
Q4 		– Sell
-5,484
Closed -$397K – 52
2024
Q3 		$397K Buy
5,484
+50
+0.9% +$3.49K 0.26% 24
2024
Q2 		$371K Buy
5,434
+458
+9% +$32K 0.25% 25
2024
Q1 		$365K Buy
+4,976
New +$342K 0.27% 25

Other funds holding SYLD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

HRC Wealth Management's SYLD Position: Q4 2024 in Review

HRC Wealth Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q4 2024, closing a stake of 5,484 shares — an estimated $397K sold.

HRC Wealth Management first reported a position in SYLD in Q1 2024 and held it in 3 quarters. The position peaked at $397K in Q3 2024. 187 funds tracked by Wall St. Rank hold SYLD as of Q4 2024.

  • HRC Wealth Management reported no remaining Cambria Shareholder Yield ETF position as of Q4 2024 after selling out during the quarter.
  • HRC Wealth Management sold 5,484 Cambria Shareholder Yield ETF shares in Q4 2024, an estimated $397K.
  • HRC Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q1 2024 and held it in 3 quarters.
  • HRC Wealth Management's Cambria Shareholder Yield ETF position peaked at $397K in Q3 2024.
  • 187 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q4 2024.

Based on HRC Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.