VA
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Valmark Advisers’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Valmark 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
2021
Q3 		– Sell
-37,709
Closed -$2.41M – 412
2021
Q2 		$2.41M Buy
37,709
+13,297
+54% +$850K 0.04% 101
2021
Q1 		$1.47M Buy
+24,412
New +$1.35M 0.03% 142

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

Valmark Advisers's SYLD Position: Q3 2021 in Review

Valmark Advisers sold out of Cambria Shareholder Yield ETF (SYLD) in Q3 2021, closing a stake of 37,709 shares — an estimated $2.41M sold.

Valmark Advisers first reported a position in SYLD in Q1 2021 and held it in 2 quarters. The position peaked at $2.41M in Q2 2021. 72 funds tracked by Wall St. Rank hold SYLD as of Q3 2021.

  • Valmark Advisers reported no remaining Cambria Shareholder Yield ETF position as of Q3 2021 after selling out during the quarter.
  • Valmark Advisers sold 37,709 Cambria Shareholder Yield ETF shares in Q3 2021, an estimated $2.41M.
  • Valmark Advisers first reported a position in Cambria Shareholder Yield ETF in Q1 2021 and held it in 2 quarters.
  • Valmark Advisers's Cambria Shareholder Yield ETF position peaked at $2.41M in Q2 2021.
  • 72 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2021.

Based on Valmark Advisers's 13F filing for Q3 2021, filed 9 Nov 2021.