Almanack Investment Partners’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Almanack Investment Partners’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 Q1	–	Sell	-53,081	Closed	-$3.63M	–	194
2024 Q4	$3.63M	Buy	53,081 +1,710	+3%	+$123K	0.56%	36
2024 Q3	$3.72M	Buy	51,371 +3,753	+8%	+$262K	0.58%	36
2024 Q2	$3.25M	Buy	47,618 +7,498	+19%	+$524K	0.55%	37
2024 Q1	$2.94M	Buy	+40,120	New	+$2.75M	0.5%	39
2022 Q3	–	Sell	-9,985	Closed	-$546K	–	921
2022 Q2	$546K	Buy	9,985 +2,801	+39%	+$171K	0.05%	213
2022 Q1	$460K	Buy	+7,184	New	+$459K	0.04%	272

Other funds holding SYLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RWP

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Almanack Investment Partners's SYLD Position: Q1 2025 in Review

Almanack Investment Partners sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2025, closing a stake of 53,081 shares — an estimated $3.63M sold.

Almanack Investment Partners first reported a position in SYLD in Q1 2022 and held it in 6 quarters. The position peaked at $3.72M in Q3 2024. 173 funds tracked by Wall St. Rank hold SYLD as of Q1 2025.

Almanack Investment Partners reported no remaining Cambria Shareholder Yield ETF position as of Q1 2025 after selling out during the quarter.
Almanack Investment Partners sold 53,081 Cambria Shareholder Yield ETF shares in Q1 2025, an estimated $3.63M.
Almanack Investment Partners first reported a position in Cambria Shareholder Yield ETF in Q1 2022 and held it in 6 quarters.
Almanack Investment Partners's Cambria Shareholder Yield ETF position peaked at $3.72M in Q3 2024.
173 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2025.

Based on Almanack Investment Partners's 13F filing for Q1 2025, filed 25 Apr 2025.