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James Investment Research’s Cambria Shareholder Yield ETF SYLD Stock Holding History

James Investment Research’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
Q3 		– Sell
-4,415
Closed -$301K – 343
2024
Q2 		$301K Buy
4,415
+271
+7% +$18.9K 0.04% 263
2024
Q1 		$304K Buy
4,144
+260
+7% +$17.8K 0.04% 260
2023
Q4 		$262K Buy
3,884
+134
+4% +$8.35K 0.03% 263
2023
Q3 		$232K Buy
3,750
+208
+6% +$13K 0.03% 255
2023
Q2 		$217K Buy
3,542
+221
+7% +$12.8K 0.03% 254
2023
Q1 		$195K Buy
3,321
+1,670
+101% +$103K 0.03% 267
2022
Q4 		$98K Sell
1,651
-232
-12% -$13.8K 0.01% 303
2022
Q3 		$99K Buy
1,883
+202
+12% +$11.7K 0.01% 307
2022
Q2 		$91K Buy
1,681
+1,651
+5,503% +$101K 0.01% 313
2022
Q1 		$2K Buy
+30
New +$1.92K ﹤0.01% 486

Other funds holding SYLD

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

James Investment Research's SYLD Position: Q3 2024 in Review

James Investment Research sold out of Cambria Shareholder Yield ETF (SYLD) in Q3 2024, closing a stake of 4,415 shares — an estimated $301K sold.

James Investment Research first reported a position in SYLD in Q1 2022 and held it in 10 quarters. The position peaked at $304K in Q1 2024. 187 funds tracked by Wall St. Rank hold SYLD as of Q3 2024.

  • James Investment Research reported no remaining Cambria Shareholder Yield ETF position as of Q3 2024 after selling out during the quarter.
  • James Investment Research sold 4,415 Cambria Shareholder Yield ETF shares in Q3 2024, an estimated $301K.
  • James Investment Research first reported a position in Cambria Shareholder Yield ETF in Q1 2022 and held it in 10 quarters.
  • James Investment Research's Cambria Shareholder Yield ETF position peaked at $304K in Q1 2024.
  • 187 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2024.

Based on James Investment Research's 13F filing for Q3 2024, filed 29 Oct 2024.