AF
SYLD icon

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

Allworth 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
2026
Q1 		$96.7K Buy
1,282
+5
+0.4% +$374 ﹤0.01% 1849
2025
Q4 		$88.8K Buy
1,277
+301
+31% +$20.7K ﹤0.01% 1824
2025
Q3 		$67K Buy
+976
New +$66.1K ﹤0.01% 1919
2025
Q1 		– Sell
-388
Closed -$27.5K – 4175
2024
Q4 		$27.5K Buy
+388
New +$28K ﹤0.01% 1904
2024
Q3 		– Sell
-808
Closed -$56.9K – 3832
2024
Q2 		$56.9K Sell
808
-16
-2% -$1.12K ﹤0.01% 1320
2024
Q1 		$60.4K Buy
824
+699
+559% +$48K ﹤0.01% 1229
2023
Q4 		$8.45K Buy
+125
New +$7.79K ﹤0.01% 2048

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LPL Financial
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Focus Partners Wealth
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RWP
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IA
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VA
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RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return