Atria Investments’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Atria Investments’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	-3,404	Closed	-$217K	–	2072
2025 Q1	$217K	Buy	3,404 +107	+3%	+$7.25K	﹤0.01%	1789
2024 Q4	$226K	Buy	3,297 +70	+2%	+$5.05K	﹤0.01%	1730
2024 Q3	$234K	Sell	3,227 -695	-18%	-$48.5K	﹤0.01%	1748
2024 Q2	$268K	Buy	+3,922	New	+$274K	﹤0.01%	1656
2023 Q3	–	Sell	-25,399	Closed	-$1.55M	–	886
2023 Q2	$1.55M	Sell	25,399 -3,125	-11%	-$181K	0.03%	651
2023 Q1	$1.67M	Sell	28,524 -225	-0.8%	-$13.9K	0.03%	601
2022 Q4	$1.71M	Sell	28,749 -21,540	-43%	-$1.29M	0.04%	565
2022 Q3	$2.65M	Buy	+50,289	New	+$2.91M	0.06%	399

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

Atria Investments's SYLD Position: Q2 2025 in Review

Atria Investments sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2025, closing a stake of 3,404 shares — an estimated $217K sold.

Atria Investments first reported a position in SYLD in Q3 2022 and held it in 8 quarters. The position peaked at $2.65M in Q3 2022. 163 funds tracked by Wall St. Rank hold SYLD as of Q2 2025.

Atria Investments reported no remaining Cambria Shareholder Yield ETF position as of Q2 2025 after selling out during the quarter.
Atria Investments sold 3,404 Cambria Shareholder Yield ETF shares in Q2 2025, an estimated $217K.
Atria Investments first reported a position in Cambria Shareholder Yield ETF in Q3 2022 and held it in 8 quarters.
Atria Investments's Cambria Shareholder Yield ETF position peaked at $2.65M in Q3 2022.
163 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.