BIM
SYLD icon

Baldwin Investment Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Baldwin Investment Management’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 		$303K Sell
4,012
-177
-4% -$13.2K 0.04% 187
2025
Q4 		$291K Buy
4,189
+10
+0.2% +$687 0.03% 181
2025
Q3 		$287K Sell
4,179
-34
-0.8% -$2.3K 0.03% 185
2025
Q2 		$274K Buy
4,213
+20
+0.5% +$1.25K 0.03% 183
2025
Q1 		$267K Sell
4,193
-2,269
-35% -$154K 0.03% 185
2024
Q4 		$442K Buy
6,462
+144
+2% +$10.4K 0.06% 159
2024
Q3 		$457K Buy
6,318
+3,349
+113% +$234K 0.06% 160
2024
Q2 		$203K Buy
2,969
+150
+5% +$10.5K 0.03% 201
2024
Q1 		$207K Buy
+2,819
New +$194K 0.03% 203

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