WR Wealth Planners’s Cambria Shareholder Yield ETF SYLD Stock Holding History

WR Wealth Planners’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 Q4	$971	Hold	14	–	–	﹤0.01%	932
2024 Q3	$1.02K	Hold	14	–	–	﹤0.01%	973
2024 Q2	$956	Sell	14 -1	-7%	-$70	﹤0.01%	960
2024 Q1	$1.08K	Sell	15 -24,479	-100%	-$1.68M	﹤0.01%	960
2023 Q4	$1.66M	Buy	24,494 +2,572	+12%	+$160K	0.62%	35
2023 Q3	$1.36M	Buy	21,922 +1,671	+8%	+$105K	0.52%	34
2023 Q2	$1.24M	Buy	20,251 +1,971	+11%	+$114K	0.48%	38
2023 Q1	$1.07M	Buy	18,280 +1,575	+9%	+$97.5K	0.46%	40
2022 Q4	$991K	Buy	16,705 +865	+5%	+$51.6K	0.61%	32
2022 Q3	$833K	Buy	15,840 +662	+4%	+$38.3K	0.59%	28
2022 Q2	$826K	Buy	+15,178	New	+$927K	0.54%	33

Other funds holding SYLD

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

WR Wealth Planners's SYLD Position: Q4 2024 in Review

WR Wealth Planners held its Cambria Shareholder Yield ETF (SYLD) position steady in Q4 2024 at 14 shares worth $971. The position accounts for ﹤0.01% of the portfolio, ranked #932.

WR Wealth Planners first reported a position in SYLD in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.66M in Q4 2023. 187 funds tracked by Wall St. Rank hold SYLD as of Q4 2024.

WR Wealth Planners held 14 shares of Cambria Shareholder Yield ETF worth $971 as of Q4 2024.
WR Wealth Planners left its Cambria Shareholder Yield ETF share count unchanged in Q4 2024.
Cambria Shareholder Yield ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #932 holding.
WR Wealth Planners first reported a position in Cambria Shareholder Yield ETF in Q2 2022 and has held it in 11 quarters since.
WR Wealth Planners's Cambria Shareholder Yield ETF position peaked at $1.66M in Q4 2023.
187 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.