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

Napa 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
Q1 		– Sell
-14,540
Closed -$982K – 109
2023
Q4 		$982K Buy
+14,540
New +$906K 0.53% 45

Other funds holding SYLD

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
LPL Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Napa Wealth Management's SYLD Position: Q1 2024 in Review

Napa Wealth Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2024, closing a stake of 14,540 shares — an estimated $982K sold.

Napa Wealth Management first reported a position in SYLD in Q4 2023 and held it in 1 quarter. The position peaked at $982K in Q4 2023. 170 funds tracked by Wall St. Rank hold SYLD as of Q1 2024.

  • Napa Wealth Management reported no remaining Cambria Shareholder Yield ETF position as of Q1 2024 after selling out during the quarter.
  • Napa Wealth Management sold 14,540 Cambria Shareholder Yield ETF shares in Q1 2024, an estimated $982K.
  • Napa Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q4 2023 and held it in 1 quarter.
  • Napa Wealth Management's Cambria Shareholder Yield ETF position peaked at $982K in Q4 2023.
  • 170 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2024.

Based on Napa Wealth Management's 13F filing for Q1 2024, filed 14 Aug 2024.