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

AllSquare 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	-150	Closed	-$9.57K	–	547
2025 Q1	$9.57K	Sell	150 -150	-50%	-$10.2K	0.01%	380
2024 Q4	$20.5K	Hold	300	–	–	0.01%	312
2024 Q3	$21.7K	Hold	300	–	–	0.01%	299
2024 Q2	$20.5K	Hold	300	–	–	0.01%	298
2024 Q1	$22K	Hold	300	–	–	0.01%	286
2023 Q4	$20.3K	Hold	300	–	–	0.01%	294
2023 Q3	$18.6K	Hold	300	–	–	0.01%	301
2023 Q2	$16.8K	Hold	300	–	–	0.01%	317
2023 Q1	$17.6K	Hold	300	–	–	0.01%	314
2022 Q4	$17.8K	Hold	300	–	–	0.01%	301
2022 Q3	$16K	Sell	300 -2,080	-87%	-$120K	0.01%	301
2022 Q2	$129K	Buy	+2,380	New	+$145K	0.09%	113

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

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

AllSquare Wealth Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2025, closing a stake of 150 shares — an estimated $9.57K sold.

AllSquare Wealth Management first reported a position in SYLD in Q2 2022 and held it in 12 quarters. The position peaked at $129K in Q2 2022. 163 funds tracked by Wall St. Rank hold SYLD as of Q2 2025.

AllSquare Wealth Management reported no remaining Cambria Shareholder Yield ETF position as of Q2 2025 after selling out during the quarter.
AllSquare Wealth Management sold 150 Cambria Shareholder Yield ETF shares in Q2 2025, an estimated $9.57K.
AllSquare Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q2 2022 and held it in 12 quarters.
AllSquare Wealth Management's Cambria Shareholder Yield ETF position peaked at $129K in Q2 2022.
163 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2025.

Based on AllSquare Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.