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Valley National Advisers’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Valley National Advisers’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
-300
Closed -$21K – 1272
2024
Q1 		$21K Buy
300
+100
+50% +$6.87K ﹤0.01% 522
2023
Q4 		$13K Buy
+200
New +$12.5K ﹤0.01% 611

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Valley National Advisers's SYLD Position: Q2 2024 in Review

Valley National Advisers sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2024, closing a stake of 300 shares — an estimated $21K sold.

Valley National Advisers first reported a position in SYLD in Q4 2023 and held it in 2 quarters. The position peaked at $21K in Q1 2024. 183 funds tracked by Wall St. Rank hold SYLD as of Q2 2024.

  • Valley National Advisers reported no remaining Cambria Shareholder Yield ETF position as of Q2 2024 after selling out during the quarter.
  • Valley National Advisers sold 300 Cambria Shareholder Yield ETF shares in Q2 2024, an estimated $21K.
  • Valley National Advisers first reported a position in Cambria Shareholder Yield ETF in Q4 2023 and held it in 2 quarters.
  • Valley National Advisers's Cambria Shareholder Yield ETF position peaked at $21K in Q1 2024.
  • 183 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2024.

Based on Valley National Advisers's 13F filing for Q2 2024, filed 18 Jul 2024.