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Atria Wealth Solutions’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Atria Wealth Solutions’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
-3,535
Closed -$226K – 1881
2025
Q1 		$226K Sell
3,535
-3,971
-53% -$269K ﹤0.01% 1658
2024
Q4 		$514K Buy
7,506
+2,911
+63% +$210K 0.01% 1266
2024
Q3 		$333K Sell
4,595
-95
-2% -$6.64K ﹤0.01% 1449
2024
Q2 		$320K Buy
4,690
+1,702
+57% +$119K ﹤0.01% 1465
2024
Q1 		$219K Buy
+2,988
New +$205K ﹤0.01% 1771

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Atria Wealth Solutions's SYLD Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2025, closing a stake of 3,535 shares — an estimated $226K sold.

Atria Wealth Solutions first reported a position in SYLD in Q1 2024 and held it in 5 quarters. The position peaked at $514K in Q4 2024. 163 funds tracked by Wall St. Rank hold SYLD as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Cambria Shareholder Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,535 Cambria Shareholder Yield ETF shares in Q2 2025, an estimated $226K.
  • Atria Wealth Solutions first reported a position in Cambria Shareholder Yield ETF in Q1 2024 and held it in 5 quarters.
  • Atria Wealth Solutions's Cambria Shareholder Yield ETF position peaked at $514K in Q4 2024.
  • 163 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.