PFBT
SYLD icon

Parkside Financial Bank & Trust’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Parkside Financial Bank & Trust’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
Q2 		– Sell
-1,800
Closed -$132K – 2105
2024
Q1 		$132K Buy
1,800
+800
+80% +$54.9K 0.02% 446
2023
Q4 		$67.6K Buy
+1,000
New +$62.3K 0.01% 597

Other funds holding SYLD

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 $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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Parkside Financial Bank & Trust's SYLD Position: Q2 2024 in Review

Parkside Financial Bank & Trust sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2024, closing a stake of 1,800 shares — an estimated $132K sold.

Parkside Financial Bank & Trust first reported a position in SYLD in Q4 2023 and held it in 2 quarters. The position peaked at $132K in Q1 2024. 183 funds tracked by Wall St. Rank hold SYLD as of Q2 2024.

  • Parkside Financial Bank & Trust reported no remaining Cambria Shareholder Yield ETF position as of Q2 2024 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 1,800 Cambria Shareholder Yield ETF shares in Q2 2024, an estimated $132K.
  • Parkside Financial Bank & Trust first reported a position in Cambria Shareholder Yield ETF in Q4 2023 and held it in 2 quarters.
  • Parkside Financial Bank & Trust's Cambria Shareholder Yield ETF position peaked at $132K in Q1 2024.
  • 183 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2024.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2024, filed 5 Aug 2024.