Blueprint Investment Partners’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Blueprint Investment 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	-3,522	Closed	-$241K	–	191
2024 Q4	$241K	Hold	3,522	–	–	0.04%	176
2024 Q3	$255K	Hold	3,522	–	–	0.05%	147
2024 Q2	$240K	Hold	3,522	–	–	0.05%	116
2024 Q1	$258K	Hold	3,522	–	–	0.05%	122
2023 Q4	$238K	Hold	3,522	–	–	0.07%	119
2023 Q3	$218K	Hold	3,522	–	–	0.07%	104
2023 Q2	$215K	Hold	3,522	–	–	0.08%	137
2023 Q1	$207K	Buy	+3,522	New	+$218K	0.05%	223

Other funds holding SYLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Blueprint Investment Partners's SYLD Position: Q1 2025 in Review

Blueprint Investment Partners sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2025, closing a stake of 3,522 shares — an estimated $241K sold.

Blueprint Investment Partners first reported a position in SYLD in Q1 2023 and held it in 8 quarters. The position peaked at $258K in Q1 2024. 173 funds tracked by Wall St. Rank hold SYLD as of Q1 2025.

Blueprint Investment Partners reported no remaining Cambria Shareholder Yield ETF position as of Q1 2025 after selling out during the quarter.
Blueprint Investment Partners sold 3,522 Cambria Shareholder Yield ETF shares in Q1 2025, an estimated $241K.
Blueprint Investment Partners first reported a position in Cambria Shareholder Yield ETF in Q1 2023 and held it in 8 quarters.
Blueprint Investment Partners's Cambria Shareholder Yield ETF position peaked at $258K in Q1 2024.
173 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2025.

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