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Missouri Trust & Investment Company’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Missouri Trust & Investment Company’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
-77
Closed -$5.57K – 447
2024
Q3 		$5.57K Hold
77
– – ﹤0.01% 325
2024
Q2 		$5.26K Hold
77
– – ﹤0.01% 329
2024
Q1 		$5.64K Hold
77
– – ﹤0.01% 329
2023
Q4 		$5.2K Buy
+77
New +$4.8K ﹤0.01% 333

Other funds holding SYLD

Koshinski Asset Management
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Morgan Stanley
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
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 $162B AUM 16.35% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Missouri Trust & Investment Company's SYLD Position: Q4 2024 in Review

Missouri Trust & Investment Company sold out of Cambria Shareholder Yield ETF (SYLD) in Q4 2024, closing a stake of 77 shares — an estimated $5.57K sold.

Missouri Trust & Investment Company first reported a position in SYLD in Q4 2023 and held it in 4 quarters. The position peaked at $5.64K in Q1 2024. 187 funds tracked by Wall St. Rank hold SYLD as of Q4 2024.

  • Missouri Trust & Investment Company reported no remaining Cambria Shareholder Yield ETF position as of Q4 2024 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 77 Cambria Shareholder Yield ETF shares in Q4 2024, an estimated $5.57K.
  • Missouri Trust & Investment Company first reported a position in Cambria Shareholder Yield ETF in Q4 2023 and held it in 4 quarters.
  • Missouri Trust & Investment Company's Cambria Shareholder Yield ETF position peaked at $5.64K in Q1 2024.
  • 187 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q4 2024.

Based on Missouri Trust & Investment Company's 13F filing for Q4 2024, filed 17 Jan 2025.