CW
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CreativeOne Wealth’s Cambria Shareholder Yield ETF SYLD Stock Holding History

CreativeOne Wealth’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
Q4 		– Sell
-4,370
Closed -$300K – 1258
2025
Q3 		$300K Buy
4,370
+116
+3% +$7.86K 0.01% 947
2025
Q2 		$277K Sell
4,254
-3,225
-43% -$201K 0.01% 953
2025
Q1 		$477K Sell
7,479
-3,263
-30% -$221K 0.01% 703
2024
Q4 		$736K Buy
10,742
+2,659
+33% +$192K 0.02% 579
2024
Q3 		$585K Buy
+8,083
New +$565K 0.02% 578

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CreativeOne Wealth's SYLD Position: Q4 2025 in Review

CreativeOne Wealth sold out of Cambria Shareholder Yield ETF (SYLD) in Q4 2025, closing a stake of 4,370 shares — an estimated $300K sold.

CreativeOne Wealth first reported a position in SYLD in Q3 2024 and held it in 5 quarters. The position peaked at $736K in Q4 2024. 162 funds tracked by Wall St. Rank hold SYLD as of Q4 2025.

  • CreativeOne Wealth reported no remaining Cambria Shareholder Yield ETF position as of Q4 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 4,370 Cambria Shareholder Yield ETF shares in Q4 2025, an estimated $300K.
  • CreativeOne Wealth first reported a position in Cambria Shareholder Yield ETF in Q3 2024 and held it in 5 quarters.
  • CreativeOne Wealth's Cambria Shareholder Yield ETF position peaked at $736K in Q4 2024.
  • 162 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q4 2025.

Based on CreativeOne Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.