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

Oxford 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
2023
Q3 		– Sell
-3,543
Closed -$217K – 294
2023
Q2 		$217K Buy
+3,543
New +$205K 0.02% 218

Other funds holding SYLD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return

Oxford Financial Group's SYLD Position: Q3 2023 in Review

Oxford Financial Group sold out of Cambria Shareholder Yield ETF (SYLD) in Q3 2023, closing a stake of 3,543 shares — an estimated $217K sold.

Oxford Financial Group first reported a position in SYLD in Q2 2023 and held it in 1 quarter. The position peaked at $217K in Q2 2023. 133 funds tracked by Wall St. Rank hold SYLD as of Q3 2023.

  • Oxford Financial Group reported no remaining Cambria Shareholder Yield ETF position as of Q3 2023 after selling out during the quarter.
  • Oxford Financial Group sold 3,543 Cambria Shareholder Yield ETF shares in Q3 2023, an estimated $217K.
  • Oxford Financial Group first reported a position in Cambria Shareholder Yield ETF in Q2 2023 and held it in 1 quarter.
  • Oxford Financial Group's Cambria Shareholder Yield ETF position peaked at $217K in Q2 2023.
  • 133 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2023.

Based on Oxford Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.