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

Litman Gregory 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
2022
Q3 		– Sell
-12,665
Closed -$689K – 92
2022
Q2 		$689K Buy
+12,665
New +$774K 0.1% 58

Other funds holding SYLD

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Litman Gregory Wealth Management's SYLD Position: Q3 2022 in Review

Litman Gregory Wealth Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q3 2022, closing a stake of 12,665 shares — an estimated $689K sold.

Litman Gregory Wealth Management first reported a position in SYLD in Q2 2022 and held it in 1 quarter. The position peaked at $689K in Q2 2022. 101 funds tracked by Wall St. Rank hold SYLD as of Q3 2022.

  • Litman Gregory Wealth Management reported no remaining Cambria Shareholder Yield ETF position as of Q3 2022 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 12,665 Cambria Shareholder Yield ETF shares in Q3 2022, an estimated $689K.
  • Litman Gregory Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q2 2022 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Cambria Shareholder Yield ETF position peaked at $689K in Q2 2022.
  • 101 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2022.

Based on Litman Gregory Wealth Management's 13F filing for Q3 2022, filed 13 Oct 2022.