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

Prosperity 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
Q4 		– Sell
-2,804
Closed -$203K – 243
2024
Q3 		$203K Buy
+2,804
New +$196K 0.08% 180

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SAF
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LPL Financial
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Commonwealth Equity Services
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
IA
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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

Prosperity Wealth Management's SYLD Position: Q4 2024 in Review

Prosperity Wealth Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q4 2024, closing a stake of 2,804 shares — an estimated $203K sold.

Prosperity Wealth Management first reported a position in SYLD in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 187 funds tracked by Wall St. Rank hold SYLD as of Q4 2024.

  • Prosperity Wealth Management reported no remaining Cambria Shareholder Yield ETF position as of Q4 2024 after selling out during the quarter.
  • Prosperity Wealth Management sold 2,804 Cambria Shareholder Yield ETF shares in Q4 2024, an estimated $203K.
  • Prosperity Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q3 2024 and held it in 1 quarter.
  • Prosperity Wealth Management's Cambria Shareholder Yield ETF position peaked at $203K in Q3 2024.
  • 187 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q4 2024.

Based on Prosperity Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.