CFFP
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Center for Financial Planning’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Center for Financial Planning’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
-408
Closed -$26K – 715
2025
Q1 		$26K Buy
+408
New +$27.6K ﹤0.01% 362

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 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 $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Center for Financial Planning's SYLD Position: Q2 2025 in Review

Center for Financial Planning sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2025, closing a stake of 408 shares — an estimated $26K sold.

Center for Financial Planning first reported a position in SYLD in Q1 2025 and held it in 1 quarter. The position peaked at $26K in Q1 2025. 163 funds tracked by Wall St. Rank hold SYLD as of Q2 2025.

  • Center for Financial Planning reported no remaining Cambria Shareholder Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Center for Financial Planning sold 408 Cambria Shareholder Yield ETF shares in Q2 2025, an estimated $26K.
  • Center for Financial Planning first reported a position in Cambria Shareholder Yield ETF in Q1 2025 and held it in 1 quarter.
  • Center for Financial Planning's Cambria Shareholder Yield ETF position peaked at $26K in Q1 2025.
  • 163 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.