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Aveo Capital Partners’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Aveo Capital 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
-7,286
Closed -$499K – 317
2024
Q4 		$499K Sell
7,286
-7,022
-49% -$507K 0.05% 207
2024
Q3 		$1.04M Sell
14,308
-12,997
-48% -$908K 0.11% 134
2024
Q2 		$1.86M Sell
27,305
-13,117
-32% -$917K 0.21% 95
2024
Q1 		$2.81M Buy
+40,422
New +$2.77M 0.31% 84

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
IA
Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Aveo Capital Partners's SYLD Position: Q1 2025 in Review

Aveo Capital Partners sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2025, closing a stake of 7,286 shares — an estimated $499K sold.

Aveo Capital Partners first reported a position in SYLD in Q1 2024 and held it in 4 quarters. The position peaked at $2.81M in Q1 2024. 173 funds tracked by Wall St. Rank hold SYLD as of Q1 2025.

  • Aveo Capital Partners reported no remaining Cambria Shareholder Yield ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 7,286 Cambria Shareholder Yield ETF shares in Q1 2025, an estimated $499K.
  • Aveo Capital Partners first reported a position in Cambria Shareholder Yield ETF in Q1 2024 and held it in 4 quarters.
  • Aveo Capital Partners's Cambria Shareholder Yield ETF position peaked at $2.81M in Q1 2024.
  • 173 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.