Salem Investment Counselors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Salem Investment Counselors’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	-10	Closed	-$738	–	1203
2024 Q1	$738	Hold	10	–	–	﹤0.01%	1106
2023 Q4	$676	Sell	10 -5	-33%	-$311	﹤0.01%	1045
2023 Q3	$933	Buy	15 +5	+50%	+$313	﹤0.01%	1024
2023 Q2	$615	Hold	10	–	–	﹤0.01%	1085
2023 Q1	$593	Hold	10	–	–	﹤0.01%	1050
2022 Q4	$593	Buy	+10	New	+$597	﹤0.01%	1019
2017 Q1	–	Sell	-12	Closed	–	–	656
2016 Q4	$0	Buy	+12	New	+$376	﹤0.01%	702

Other funds holding SYLD

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 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 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

CIM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Salem Investment Counselors's SYLD Position: Q2 2024 in Review

Salem Investment Counselors sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2024, closing a stake of 10 shares — an estimated $738 sold.

Salem Investment Counselors first reported a position in SYLD in Q4 2016 and held it in 7 quarters. The position peaked at $933 in Q3 2023. 183 funds tracked by Wall St. Rank hold SYLD as of Q2 2024.

Salem Investment Counselors reported no remaining Cambria Shareholder Yield ETF position as of Q2 2024 after selling out during the quarter.
Salem Investment Counselors sold 10 Cambria Shareholder Yield ETF shares in Q2 2024, an estimated $738.
Salem Investment Counselors first reported a position in Cambria Shareholder Yield ETF in Q4 2016 and held it in 7 quarters.
Salem Investment Counselors's Cambria Shareholder Yield ETF position peaked at $933 in Q3 2023.
183 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2024.

Based on Salem Investment Counselors's 13F filing for Q2 2024, filed 11 Jul 2024.