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

Merriman 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
2023 Q1	–	Sell	-18,267	Closed	-$1.08M	–	218
2022 Q4	$1.08M	Sell	18,267 -1,491	-8%	-$89K	0.06%	87
2022 Q3	$1.04M	Sell	19,758 -846	-4%	-$48.9K	0.07%	61
2022 Q2	$1.12M	Sell	20,604 -39	-0.2%	-$2.38K	0.08%	59
2022 Q1	$1.32M	Buy	20,643 +117	+0.6%	+$7.47K	0.11%	64
2021 Q4	$1.33M	Sell	20,526 -314	-2%	-$20.1K	0.1%	88
2021 Q3	$1.25M	Sell	20,840 -55	-0.3%	-$3.4K	0.1%	93
2021 Q2	$1.34M	Sell	20,895 -46	-0.2%	-$2.94K	0.11%	97
2021 Q1	$1.26M	Buy	+20,941	New	+$1.16M	0.14%	85

Other funds holding SYLD

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 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

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

Merriman Wealth Management's SYLD Position: Q1 2023 in Review

Merriman Wealth Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2023, closing a stake of 18,267 shares — an estimated $1.08M sold.

Merriman Wealth Management first reported a position in SYLD in Q1 2021 and held it in 8 quarters. The position peaked at $1.34M in Q2 2021. 128 funds tracked by Wall St. Rank hold SYLD as of Q1 2023.

Merriman Wealth Management reported no remaining Cambria Shareholder Yield ETF position as of Q1 2023 after selling out during the quarter.
Merriman Wealth Management sold 18,267 Cambria Shareholder Yield ETF shares in Q1 2023, an estimated $1.08M.
Merriman Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q1 2021 and held it in 8 quarters.
Merriman Wealth Management's Cambria Shareholder Yield ETF position peaked at $1.34M in Q2 2021.
128 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2023.

Based on Merriman Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.