AWA
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Arkadios Wealth Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Arkadios Wealth Advisors’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 		$10.3M Buy
136,587
+4,988
+4% +$373K 0.17% 138
2025
Q4 		$9.15M Buy
131,599
+9,446
+8% +$649K 0.18% 124
2025
Q3 		$8.39M Buy
122,153
+9,253
+8% +$627K 0.21% 111
2025
Q2 		$7.34M Buy
112,900
+24,806
+28% +$1.54M 0.22% 104
2025
Q1 		$5.62M Buy
+88,094
New +$5.97M 0.21% 110
2021
Q3 		– Sell
-218
Closed -$14K – 2054
2021
Q2 		$14K Hold
218
– – ﹤0.01% 1436
2021
Q1 		$13K Buy
218
+2
+0.9% +$111 ﹤0.01% 1112
2020
Q4 		$9K Buy
+216
New +$8.63K ﹤0.01% 1002

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.57B AUM 26.04% 1-Year Est. Return
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