RG
SYLD icon

Retirement Group’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Retirement 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
2024
Q1 		$1.49M Buy
20,300
+680
+3% +$46.7K 0.53% 29
2023
Q4 		$1.33M Buy
19,620
+7,000
+55% +$436K 0.54% 30
2023
Q3 		$765K Buy
12,620
+8,185
+185% +$513K 0.32% 48
2023
Q2 		$271K Buy
4,435
+1,015
+30% +$58.8K 0.11% 85
2023
Q1 		$201K Buy
+3,420
New +$212K 0.09% 91

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

Retirement Group's SYLD Position: Q1 2024 in Review

Retirement Group increased its Cambria Shareholder Yield ETF (SYLD) stake by 3.5% in Q1 2024, buying an estimated $46.7K and bringing the position to 20,300 shares worth $1.49M. The position accounts for 0.53% of the portfolio, ranked #29.

Retirement Group first reported a position in SYLD in Q1 2023 and has held it in 5 quarters since. 170 funds tracked by Wall St. Rank hold SYLD as of Q1 2024.

  • Retirement Group held 20,300 shares of Cambria Shareholder Yield ETF worth $1.49M as of Q1 2024.
  • Retirement Group bought 680 Cambria Shareholder Yield ETF shares in Q1 2024, an estimated $46.7K.
  • Cambria Shareholder Yield ETF made up 0.53% of Retirement Group's portfolio in Q1 2024, its #29 holding.
  • Retirement Group first reported a position in Cambria Shareholder Yield ETF in Q1 2023 and has held it in 5 quarters since.
  • 170 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.