ZF
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Zega Financial’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Zega Financial’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
Q3 		$573K Buy
+7,918
New +$553K 0.09% 68

Other funds holding SYLD

Morgan Stanley
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Zega Financial's SYLD Position: Q3 2024 in Review

Zega Financial opened a new position in Cambria Shareholder Yield ETF (SYLD) in Q3 2024: 7,918 shares worth $573K. The stake represents 0.09% of the portfolio and ranks #68 among its holdings.

187 funds tracked by Wall St. Rank hold SYLD as of Q3 2024.

  • Zega Financial held 7,918 shares of Cambria Shareholder Yield ETF worth $573K as of Q3 2024.
  • Cambria Shareholder Yield ETF was a new Zega Financial position in Q3 2024.
  • Cambria Shareholder Yield ETF made up 0.09% of Zega Financial's portfolio in Q3 2024, its #68 holding.
  • 187 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.