Autumn Glory Partners’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Autumn Glory 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	-3,180	Closed	-$218K	–	190
2024 Q4	$218K	Hold	3,180	–	–	0.11%	163
2024 Q3	$233K	Sell	3,180 -500	-14%	-$34.9K	0.09%	187
2024 Q2	$251K	Hold	3,680	–	–	0.13%	147
2024 Q1	$270K	Buy	3,680 +96	+3%	+$6.59K	0.13%	135
2023 Q4	$241K	Buy	3,584 +115	+3%	+$7.16K	0.14%	143
2023 Q3	$215K	Buy	+3,469	New	+$217K	0.13%	147

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

Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

Autumn Glory Partners's SYLD Position: Q1 2025 in Review

Autumn Glory Partners sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2025, closing a stake of 3,180 shares — an estimated $218K sold.

Autumn Glory Partners first reported a position in SYLD in Q3 2023 and held it in 6 quarters. The position peaked at $270K in Q1 2024. 173 funds tracked by Wall St. Rank hold SYLD as of Q1 2025.

Autumn Glory Partners reported no remaining Cambria Shareholder Yield ETF position as of Q1 2025 after selling out during the quarter.
Autumn Glory Partners sold 3,180 Cambria Shareholder Yield ETF shares in Q1 2025, an estimated $218K.
Autumn Glory Partners first reported a position in Cambria Shareholder Yield ETF in Q3 2023 and held it in 6 quarters.
Autumn Glory Partners's Cambria Shareholder Yield ETF position peaked at $270K in Q1 2024.
173 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2025.

Based on Autumn Glory Partners's 13F filing for Q1 2025, filed 21 Apr 2025.