Professional Financial Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Professional Financial Advisors’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
2022 Q4	–	Sell	-287	Closed	-$15K	–	407
2022 Q3	$15K	Sell	287 -673	-70%	-$38.9K	0.01%	259
2022 Q2	$52K	Sell	960 -1	-0.1%	-$61	0.03%	140
2022 Q1	$61K	Buy	961 +260	+37%	+$16.6K	0.03%	128
2021 Q4	$45K	Buy	701 +23	+3%	+$1.47K	0.02%	179
2021 Q3	$41K	Buy	678 +385	+131%	+$23.8K	0.02%	153
2021 Q2	$19K	Buy	293 +1	+0.3%	+$64	0.01%	225
2021 Q1	$18K	Buy	292 +2	+0.7%	+$111	0.01%	203
2020 Q4	$13K	Hold	290	–	–	0.01%	223
2020 Q3	$10K	Buy	+290	New	+$9.96K	0.01%	226

Other funds holding SYLD

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SAF

Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

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

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Professional Financial Advisors's SYLD Position: Q4 2022 in Review

Professional Financial Advisors sold out of Cambria Shareholder Yield ETF (SYLD) in Q4 2022, closing a stake of 287 shares — an estimated $15K sold.

Professional Financial Advisors first reported a position in SYLD in Q3 2020 and held it in 9 quarters. The position peaked at $61K in Q1 2022. 131 funds tracked by Wall St. Rank hold SYLD as of Q4 2022.

Professional Financial Advisors reported no remaining Cambria Shareholder Yield ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 287 Cambria Shareholder Yield ETF shares in Q4 2022, an estimated $15K.
Professional Financial Advisors first reported a position in Cambria Shareholder Yield ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Cambria Shareholder Yield ETF position peaked at $61K in Q1 2022.
131 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.