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

Kingsview 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 Q3	–	Sell	-3,066	Closed	-$209K	–	1153
2024 Q2	$209K	Sell	3,066 -221	-7%	-$15.5K	﹤0.01%	971
2024 Q1	$241K	Sell	3,287 -212	-6%	-$14.6K	0.01%	899
2023 Q4	$236K	Sell	3,499 -1,576	-31%	-$98.2K	0.01%	841
2023 Q3	$314K	Buy	+5,075	New	+$318K	0.01%	735
2021 Q3	–	Sell	-16,441	Closed	-$1.06M	–	1008
2021 Q2	$1.06M	Buy	+16,441	New	+$1.05M	0.05%	359

Other funds holding SYLD

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 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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Kingsview Wealth Management's SYLD Position: Q3 2024 in Review

Kingsview Wealth Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q3 2024, closing a stake of 3,066 shares — an estimated $209K sold.

Kingsview Wealth Management first reported a position in SYLD in Q2 2021 and held it in 5 quarters. The position peaked at $1.06M in Q2 2021. 187 funds tracked by Wall St. Rank hold SYLD as of Q3 2024.

Kingsview Wealth Management reported no remaining Cambria Shareholder Yield ETF position as of Q3 2024 after selling out during the quarter.
Kingsview Wealth Management sold 3,066 Cambria Shareholder Yield ETF shares in Q3 2024, an estimated $209K.
Kingsview Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q2 2021 and held it in 5 quarters.
Kingsview Wealth Management's Cambria Shareholder Yield ETF position peaked at $1.06M in Q2 2021.
187 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2024.

Based on Kingsview Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.