CFD
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Creative Financial Designs’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Creative Financial Designs’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 		– Sell
-45
Closed -$3.13K – 2224
2025
Q4 		$3.13K Sell
45
-115
-72% -$7.9K ﹤0.01% 1619
2025
Q3 		$11K Hold
160
– – ﹤0.01% 1341
2025
Q2 		$10.4K Sell
160
-2,175
-93% -$135K ﹤0.01% 1333
2025
Q1 		$149K Sell
2,335
-631
-21% -$42.7K 0.01% 518
2024
Q4 		$203K Buy
2,966
+50
+2% +$3.61K 0.02% 437
2024
Q3 		$211K Sell
2,916
-1,415
-33% -$98.8K 0.02% 436
2024
Q2 		$296K Sell
4,331
-83
-2% -$5.8K 0.03% 358
2024
Q1 		$323K Buy
4,414
+25
+0.6% +$1.72K 0.03% 324
2023
Q4 		$297K Buy
+4,389
New +$273K 0.03% 312

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Creative Financial Designs's SYLD Position: Q1 2026 in Review

Creative Financial Designs sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2026, closing a stake of 45 shares — an estimated $3.13K sold.

Creative Financial Designs first reported a position in SYLD in Q4 2023 and held it in 9 quarters. The position peaked at $323K in Q1 2024. 167 funds tracked by Wall St. Rank hold SYLD as of Q1 2026.

  • Creative Financial Designs reported no remaining Cambria Shareholder Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Creative Financial Designs sold 45 Cambria Shareholder Yield ETF shares in Q1 2026, an estimated $3.13K.
  • Creative Financial Designs first reported a position in Cambria Shareholder Yield ETF in Q4 2023 and held it in 9 quarters.
  • Creative Financial Designs's Cambria Shareholder Yield ETF position peaked at $323K in Q1 2024.
  • 167 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.