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Diversified Trust’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Diversified Trust’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
-5,000
Closed -$319K – 1004
2025
Q1 		$319K Hold
5,000
– – 0.01% 713
2024
Q4 		$342K Hold
5,000
– – 0.01% 712
2024
Q3 		$362K Hold
5,000
– – 0.01% 687
2024
Q2 		$341K Hold
5,000
– – 0.01% 648
2024
Q1 		$366K Buy
+5,000
New +$343K 0.01% 602

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Diversified Trust's SYLD Position: Q2 2025 in Review

Diversified Trust sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2025, closing a stake of 5,000 shares — an estimated $319K sold.

Diversified Trust first reported a position in SYLD in Q1 2024 and held it in 5 quarters. The position peaked at $366K in Q1 2024. 163 funds tracked by Wall St. Rank hold SYLD as of Q2 2025.

  • Diversified Trust reported no remaining Cambria Shareholder Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Diversified Trust sold 5,000 Cambria Shareholder Yield ETF shares in Q2 2025, an estimated $319K.
  • Diversified Trust first reported a position in Cambria Shareholder Yield ETF in Q1 2024 and held it in 5 quarters.
  • Diversified Trust's Cambria Shareholder Yield ETF position peaked at $366K in Q1 2024.
  • 163 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2025.

Based on Diversified Trust's 13F filing for Q2 2025, filed 11 Jul 2025.