360 Financial’s Cambria Shareholder Yield ETF SYLD Stock Holding History

360 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
2025 Q3	–	Sell	-246,693	Closed	-$16M	–	94
2025 Q2	$16M	Buy	246,693 +12,491	+5%	+$778K	5.06%	5
2025 Q1	$14.9M	Buy	234,202 +14,468	+7%	+$980K	5.41%	3
2024 Q4	$15M	Buy	219,734 +12,929	+6%	+$934K	5.44%	5
2024 Q3	$15M	Buy	206,805 +5,745	+3%	+$401K	5.53%	4
2024 Q2	$13.7M	Buy	201,060 +7,013	+4%	+$490K	5.19%	5
2024 Q1	$14.2M	Buy	194,047 +10,391	+6%	+$713K	5.53%	5
2023 Q4	$12.4M	Buy	183,656 +24,761	+16%	+$1.54M	5.48%	5
2023 Q3	$9.71M	Buy	158,895 +8,165	+5%	+$512K	6.04%	4
2023 Q2	$9.22M	Buy	150,730 +2,026	+1%	+$117K	4.77%	7
2023 Q1	$8.73M	Buy	148,704 +29,616	+25%	+$1.83M	4.61%	6
2022 Q4	$6.26M	Hold	119,088	–	–	4.07%	5
2022 Q3	$6.26M	Buy	+119,088	New	+$6.89M	4.08%	5

Other funds holding SYLD

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

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

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

RWP

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

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

360 Financial's SYLD Position: Q3 2025 in Review

360 Financial sold out of Cambria Shareholder Yield ETF (SYLD) in Q3 2025, closing a stake of 246,693 shares — an estimated $16M sold.

360 Financial first reported a position in SYLD in Q3 2022 and held it in 12 quarters. The position peaked at $16M in Q2 2025. 160 funds tracked by Wall St. Rank hold SYLD as of Q3 2025.

360 Financial reported no remaining Cambria Shareholder Yield ETF position as of Q3 2025 after selling out during the quarter.
360 Financial sold 246,693 Cambria Shareholder Yield ETF shares in Q3 2025, an estimated $16M.
360 Financial first reported a position in Cambria Shareholder Yield ETF in Q3 2022 and held it in 12 quarters.
360 Financial's Cambria Shareholder Yield ETF position peaked at $16M in Q2 2025.
160 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2025.

Based on 360 Financial's 13F filing for Q3 2025, filed 12 Nov 2025.