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Cetera Investment Advisers’s
Cambria Shareholder Yield ETF
SYLD
Stock Holding History
Cetera Investment Advisers’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
$18.9M
Buy
250,789
+11,989
+5%
+$896K
0.02%
711
2025
Q4
$16.6M
Sell
238,800
-2,041
-0.8%
-$140K
0.02%
744
2025
Q3
$16.5M
Buy
240,841
+82,925
+53%
+$5.61M
0.02%
720
2025
Q2
$10.3M
Sell
157,916
-2,595
-2%
-$162K
0.02%
816
2025
Q1
$10.2M
Sell
160,511
-3,908
-2%
-$265K
0.02%
756
2024
Q4
$11.3M
Buy
164,419
+104,714
+175%
+$7.56M
0.02%
665
2024
Q3
$4.32M
Buy
59,705
+4,708
+9%
+$329K
0.01%
1077
2024
Q2
$3.76M
Buy
54,997
+7,081
+15%
+$495K
0.01%
1159
2024
Q1
$3.51M
Buy
47,916
+28,729
+150%
+$1.97M
0.01%
1182
2023
Q4
$1.3M
Buy
19,187
+434
+2%
+$27K
0.01%
960
2023
Q3
$1.16M
Buy
+18,753
New
+$1.18M
0.01%
977
2023
Q2
–
Sell
-4,328
Closed
-$254K
–
2296
2023
Q1
$254K
Sell
4,328
-45,407
-91%
-$2.81M
﹤0.01%
1804
2022
Q4
$2.95M
Sell
49,735
-397
-0.8%
-$23.7K
0.03%
557
2022
Q3
$2.64M
Sell
50,132
-7,714
-13%
-$446K
0.05%
375
2022
Q2
$3.15M
Buy
57,846
+1,597
+3%
+$97.6K
0.05%
374
2022
Q1
$3.6M
Buy
+56,249
New
+$3.59M
0.05%
373
Other funds holding SYLD
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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