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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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. 165 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.
165 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.