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

IHT 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
2023
Q3 		– Sell
-3,491
Closed -$214K – 1025
2023
Q2 		$214K Buy
3,491
+9
+0.3% +$521 0.01% 858
2023
Q1 		$204K Buy
3,482
+88
+3% +$5.45K 0.01% 854
2022
Q4 		$201K Buy
+3,394
New +$203K 0.01% 820

Other funds holding SYLD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $2.02B AUM 35.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return

IHT Wealth Management's SYLD Position: Q3 2023 in Review

IHT Wealth Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q3 2023, closing a stake of 3,491 shares — an estimated $214K sold.

IHT Wealth Management first reported a position in SYLD in Q4 2022 and held it in 3 quarters. The position peaked at $214K in Q2 2023. 133 funds tracked by Wall St. Rank hold SYLD as of Q3 2023.

  • IHT Wealth Management reported no remaining Cambria Shareholder Yield ETF position as of Q3 2023 after selling out during the quarter.
  • IHT Wealth Management sold 3,491 Cambria Shareholder Yield ETF shares in Q3 2023, an estimated $214K.
  • IHT Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q4 2022 and held it in 3 quarters.
  • IHT Wealth Management's Cambria Shareholder Yield ETF position peaked at $214K in Q2 2023.
  • 133 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2023.

Based on IHT Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.