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Dynamic Advisor Solutions’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Dynamic Advisor Solutions’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
-23,837
Closed -$1.52M – 924
2025
Q1 		$1.52M Buy
23,837
+531
+2% +$36K 0.05% 336
2024
Q4 		$1.6M Buy
23,306
+1,426
+7% +$103K 0.07% 247
2024
Q3 		$1.58M Buy
21,880
+4,961
+29% +$347K 0.05% 342
2024
Q2 		$1.16M Buy
16,919
+4,043
+31% +$283K 0.04% 427
2024
Q1 		$943K Buy
+12,876
New +$884K 0.03% 458
2020
Q1 		– Sell
-10,346
Closed -$417K – 592
2019
Q4 		$417K Buy
+10,346
New +$397K 0.06% 341

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

Dynamic Advisor Solutions's SYLD Position: Q2 2025 in Review

Dynamic Advisor Solutions sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2025, closing a stake of 23,837 shares — an estimated $1.52M sold.

Dynamic Advisor Solutions first reported a position in SYLD in Q4 2019 and held it in 6 quarters. The position peaked at $1.6M in Q4 2024. 163 funds tracked by Wall St. Rank hold SYLD as of Q2 2025.

  • Dynamic Advisor Solutions reported no remaining Cambria Shareholder Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 23,837 Cambria Shareholder Yield ETF shares in Q2 2025, an estimated $1.52M.
  • Dynamic Advisor Solutions first reported a position in Cambria Shareholder Yield ETF in Q4 2019 and held it in 6 quarters.
  • Dynamic Advisor Solutions's Cambria Shareholder Yield ETF position peaked at $1.6M in Q4 2024.
  • 163 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2025, filed 9 Jul 2025.