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

SageGuard 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
2021
Q3 		– Sell
-6,560
Closed -$420K – 107
2021
Q2 		$420K Buy
+6,560
New +$419K 0.19% 90

Other funds holding SYLD

SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

SageGuard Financial Group's SYLD Position: Q3 2021 in Review

SageGuard Financial Group sold out of Cambria Shareholder Yield ETF (SYLD) in Q3 2021, closing a stake of 6,560 shares — an estimated $420K sold.

SageGuard Financial Group first reported a position in SYLD in Q2 2021 and held it in 1 quarter. The position peaked at $420K in Q2 2021. 72 funds tracked by Wall St. Rank hold SYLD as of Q3 2021.

  • SageGuard Financial Group reported no remaining Cambria Shareholder Yield ETF position as of Q3 2021 after selling out during the quarter.
  • SageGuard Financial Group sold 6,560 Cambria Shareholder Yield ETF shares in Q3 2021, an estimated $420K.
  • SageGuard Financial Group first reported a position in Cambria Shareholder Yield ETF in Q2 2021 and held it in 1 quarter.
  • SageGuard Financial Group's Cambria Shareholder Yield ETF position peaked at $420K in Q2 2021.
  • 72 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2021.

Based on SageGuard Financial Group's 13F filing for Q3 2021, filed 15 Nov 2021.