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Keel Point’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Keel Point’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
Q1 		– Sell
-5,515
Closed -$327K – 323
2022
Q4 		$327K Buy
5,515
+307
+6% +$18.3K 0.05% 204
2022
Q3 		$274K Sell
5,208
-149
-3% -$8.62K 0.05% 191
2022
Q2 		$323K Buy
5,357
+1,612
+43% +$98.5K 0.05% 188
2022
Q1 		$239K Buy
3,745
+612
+20% +$39.1K 0.04% 229
2021
Q4 		$202K Buy
+3,133
New +$201K 0.02% 259

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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 $377B AUM 19.32% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 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

Keel Point's SYLD Position: Q1 2023 in Review

Keel Point sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2023, closing a stake of 5,515 shares — an estimated $327K sold.

Keel Point first reported a position in SYLD in Q4 2021 and held it in 5 quarters. The position peaked at $327K in Q4 2022. 128 funds tracked by Wall St. Rank hold SYLD as of Q1 2023.

  • Keel Point reported no remaining Cambria Shareholder Yield ETF position as of Q1 2023 after selling out during the quarter.
  • Keel Point sold 5,515 Cambria Shareholder Yield ETF shares in Q1 2023, an estimated $327K.
  • Keel Point first reported a position in Cambria Shareholder Yield ETF in Q4 2021 and held it in 5 quarters.
  • Keel Point's Cambria Shareholder Yield ETF position peaked at $327K in Q4 2022.
  • 128 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2023.

Based on Keel Point's 13F filing for Q1 2023, filed 3 Apr 2023.