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Dogwood Wealth Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Dogwood Wealth Management’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
-50
Closed -$3.19K – 733
2025
Q1 		$3.19K Buy
+50
New +$3.39K ﹤0.01% 287

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RWP
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Focus Partners Wealth
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UBS Group
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VA
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Dogwood Wealth Management's SYLD Position: Q2 2025 in Review

Dogwood Wealth Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2025, closing a stake of 50 shares — an estimated $3.19K sold.

Dogwood Wealth Management first reported a position in SYLD in Q1 2025 and held it in 1 quarter. The position peaked at $3.19K in Q1 2025. 163 funds tracked by Wall St. Rank hold SYLD as of Q2 2025.

  • Dogwood Wealth Management reported no remaining Cambria Shareholder Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 50 Cambria Shareholder Yield ETF shares in Q2 2025, an estimated $3.19K.
  • Dogwood Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q1 2025 and held it in 1 quarter.
  • Dogwood Wealth Management's Cambria Shareholder Yield ETF position peaked at $3.19K in Q1 2025.
  • 163 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2025.

Based on Dogwood Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.