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

49 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
2025 Q2	–	Sell	-5,495	Closed	-$351K	–	199
2025 Q1	$351K	Sell	5,495 -3,233	-37%	-$219K	0.04%	123
2024 Q4	$598K	Sell	8,728 -2,818	-24%	-$203K	0.09%	73
2024 Q3	$836K	Sell	11,546 -2,025	-15%	-$141K	0.14%	63
2024 Q2	$923K	Sell	13,571 -93,627	-87%	-$6.55M	0.18%	59
2024 Q1	$7.84M	Buy	107,198 +17,505	+20%	+$1.2M	1.68%	18
2023 Q4	$6.06M	Buy	+89,693	New	+$5.59M	1.56%	19

Other funds holding SYLD

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

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

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

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

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

RWP

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

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

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

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

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

49 Wealth Management's SYLD Position: Q2 2025 in Review

49 Wealth Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2025, closing a stake of 5,495 shares — an estimated $351K sold.

49 Wealth Management first reported a position in SYLD in Q4 2023 and held it in 6 quarters. The position peaked at $7.84M in Q1 2024. 163 funds tracked by Wall St. Rank hold SYLD as of Q2 2025.

49 Wealth Management reported no remaining Cambria Shareholder Yield ETF position as of Q2 2025 after selling out during the quarter.
49 Wealth Management sold 5,495 Cambria Shareholder Yield ETF shares in Q2 2025, an estimated $351K.
49 Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q4 2023 and held it in 6 quarters.
49 Wealth Management's Cambria Shareholder Yield ETF position peaked at $7.84M in Q1 2024.
163 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2025.

Based on 49 Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.