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Certified Advisory Corp’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Certified Advisory Corp’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
-68,970
Closed -$4.4M – 310
2025
Q1 		$4.4M Sell
68,970
-1,867
-3% -$126K 0.5% 62
2024
Q4 		$4.85M Buy
70,837
+347
+0.5% +$25.1K 0.53% 60
2024
Q3 		$5.1M Buy
70,490
+1,199
+2% +$83.8K 0.57% 55
2024
Q2 		$4.73M Buy
69,291
+701
+1% +$49K 0.59% 54
2024
Q1 		$5.03M Buy
68,590
+1,205
+2% +$82.7K 0.7% 46
2023
Q4 		$4.55M Buy
67,385
+217
+0.3% +$13.5K 0.69% 46
2023
Q3 		$4.15M Buy
67,168
+1,476
+2% +$92.5K 0.76% 41
2023
Q2 		$4.02M Sell
65,692
-157
-0.2% -$9.09K 0.74% 40
2023
Q1 		$3.87M Buy
65,849
+61,751
+1,507% +$3.82M 0.69% 39
2022
Q4 		$243K Buy
4,098
+30
+0.7% +$1.79K 0.05% 204
2022
Q3 		$214K Buy
+4,068
New +$235K 0.05% 203
2022
Q2 		– Sell
-3,683
Closed -$235K – 254
2022
Q1 		$235K Buy
3,683
+513
+16% +$32.8K 0.05% 197
2021
Q4 		$205K Buy
+3,170
New +$203K 0.05% 211
2021
Q2 		– Sell
-1,556
Closed -$93K – 668
2021
Q1 		$93K Buy
+1,556
New +$86.1K 0.02% 263

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $823M AUM 36.99% 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 $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Certified Advisory Corp's SYLD Position: Q2 2025 in Review

Certified Advisory Corp sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2025, closing a stake of 68,970 shares — an estimated $4.4M sold.

Certified Advisory Corp first reported a position in SYLD in Q1 2021 and held it in 14 quarters. The position peaked at $5.1M in Q3 2024. 163 funds tracked by Wall St. Rank hold SYLD as of Q2 2025.

  • Certified Advisory Corp reported no remaining Cambria Shareholder Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Certified Advisory Corp sold 68,970 Cambria Shareholder Yield ETF shares in Q2 2025, an estimated $4.4M.
  • Certified Advisory Corp first reported a position in Cambria Shareholder Yield ETF in Q1 2021 and held it in 14 quarters.
  • Certified Advisory Corp's Cambria Shareholder Yield ETF position peaked at $5.1M in Q3 2024.
  • 163 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2025.

Based on Certified Advisory Corp's 13F filing for Q2 2025, filed 14 Aug 2025.