Zimmermann Investment Management & Planning’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Zimmermann Investment Management & Planning’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
2023 Q2	–	Sell	-11,276	Closed	-$662K	–	120
2023 Q1	$662K	Sell	11,276 -721	-6%	-$44.6K	0.35%	57
2022 Q4	$712K	Sell	11,997 -20	-0.2%	-$1.19K	0.41%	46
2022 Q3	$632K	Sell	12,017 -5,456	-31%	-$316K	0.39%	45
2022 Q2	$951K	Sell	17,473 -2,309	-12%	-$141K	0.65%	38
2022 Q1	$1.26M	Sell	19,782 -33,053	-63%	-$2.11M	0.75%	37
2021 Q4	$3.42M	Buy	+52,835	New	+$3.38M	1.92%	21

Other funds holding SYLD

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAF

Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Zimmermann Investment Management & Planning's SYLD Position: Q2 2023 in Review

Zimmermann Investment Management & Planning sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2023, closing a stake of 11,276 shares — an estimated $662K sold.

Zimmermann Investment Management & Planning first reported a position in SYLD in Q4 2021 and held it in 6 quarters. The position peaked at $3.42M in Q4 2021. 120 funds tracked by Wall St. Rank hold SYLD as of Q2 2023.

Zimmermann Investment Management & Planning reported no remaining Cambria Shareholder Yield ETF position as of Q2 2023 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 11,276 Cambria Shareholder Yield ETF shares in Q2 2023, an estimated $662K.
Zimmermann Investment Management & Planning first reported a position in Cambria Shareholder Yield ETF in Q4 2021 and held it in 6 quarters.
Zimmermann Investment Management & Planning's Cambria Shareholder Yield ETF position peaked at $3.42M in Q4 2021.
120 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q2 2023, filed 13 Jul 2023.