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Merit Financial Group’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Merit Financial Group’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
Q4 		– Sell
-3,839
Closed -$278K – 1188
2024
Q3 		$278K Sell
3,839
-740
-16% -$51.7K 0.01% 690
2024
Q2 		$313K Sell
4,579
-11
-0.2% -$769 0.01% 706
2024
Q1 		$319K Buy
+4,590
New +$315K 0.01% 689

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Merit Financial Group's SYLD Position: Q4 2024 in Review

Merit Financial Group sold out of Cambria Shareholder Yield ETF (SYLD) in Q4 2024, closing a stake of 3,839 shares — an estimated $278K sold.

Merit Financial Group first reported a position in SYLD in Q1 2024 and held it in 3 quarters. The position peaked at $319K in Q1 2024. 188 funds tracked by Wall St. Rank hold SYLD as of Q4 2024.

  • Merit Financial Group reported no remaining Cambria Shareholder Yield ETF position as of Q4 2024 after selling out during the quarter.
  • Merit Financial Group sold 3,839 Cambria Shareholder Yield ETF shares in Q4 2024, an estimated $278K.
  • Merit Financial Group first reported a position in Cambria Shareholder Yield ETF in Q1 2024 and held it in 3 quarters.
  • Merit Financial Group's Cambria Shareholder Yield ETF position peaked at $319K in Q1 2024.
  • 188 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q4 2024.

Based on Merit Financial Group's 13F filing for Q4 2024, filed 15 Jan 2025.