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Continuum Advisory’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Continuum Advisory’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
2024
Q4 		– Hold
0
– – – 1842
2024
Q3 		– Sell
-63
Closed -$4.4K – 1902
2024
Q2 		$4.28K Hold
63
– – ﹤0.01% 1108
2024
Q1 		$4.41K Buy
+63
New +$4.33K ﹤0.01% 1088

Other funds holding SYLD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Continuum Advisory's SYLD Position: Q4 2024 in Review

Continuum Advisory held its Cambria Shareholder Yield ETF (SYLD) position steady in Q4 2024 at 0 shares worth $21. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

Continuum Advisory first reported a position in SYLD in Q1 2024 and has held it in 2 quarters since. The position peaked at $4.41K in Q1 2024. 187 funds tracked by Wall St. Rank hold SYLD as of Q4 2024.

  • Continuum Advisory held 0 shares of Cambria Shareholder Yield ETF worth $21 as of Q4 2024.
  • Continuum Advisory left its Cambria Shareholder Yield ETF share count unchanged in Q4 2024.
  • Cambria Shareholder Yield ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q4 2024, its #1842 holding.
  • Continuum Advisory first reported a position in Cambria Shareholder Yield ETF in Q1 2024 and has held it in 2 quarters since.
  • Continuum Advisory's Cambria Shareholder Yield ETF position peaked at $4.41K in Q1 2024.
  • 187 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q4 2024.

Based on Continuum Advisory's 13F filing for Q4 2024, filed 18 Feb 2025.