WWM
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WJ Wealth Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

WJ Wealth Management’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
-4,611
Closed -$295K – 56
2021
Q2 		$295K Sell
4,611
-389
-8% -$24.9K 0.91% 31
2021
Q1 		$300K Buy
+5,000
New +$277K 0.93% 30

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

WJ Wealth Management's SYLD Position: Q3 2021 in Review

WJ Wealth Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q3 2021, closing a stake of 4,611 shares — an estimated $295K sold.

WJ Wealth Management first reported a position in SYLD in Q1 2021 and held it in 2 quarters. The position peaked at $300K in Q1 2021. 72 funds tracked by Wall St. Rank hold SYLD as of Q3 2021.

  • WJ Wealth Management reported no remaining Cambria Shareholder Yield ETF position as of Q3 2021 after selling out during the quarter.
  • WJ Wealth Management sold 4,611 Cambria Shareholder Yield ETF shares in Q3 2021, an estimated $295K.
  • WJ Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q1 2021 and held it in 2 quarters.
  • WJ Wealth Management's Cambria Shareholder Yield ETF position peaked at $300K in Q1 2021.
  • 72 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2021.

Based on WJ Wealth Management's 13F filing for Q3 2021, filed 13 Oct 2021.