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Edge Financial Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Edge Financial Advisors’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
Q1 		– Sell
-23,483
Closed -$1.61M – 117
2024
Q4 		$1.61M Sell
23,483
-671
-3% -$48.5K 1.44% 26
2024
Q3 		$1.75M Buy
24,154
+3,308
+16% +$231K 1.55% 23
2024
Q2 		$1.42M Buy
20,846
+9,996
+92% +$699K 1.47% 27
2024
Q1 		$804K Buy
+10,850
New +$745K 0.71% 44

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
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Edge Financial Advisors's SYLD Position: Q1 2025 in Review

Edge Financial Advisors sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2025, closing a stake of 23,483 shares — an estimated $1.61M sold.

Edge Financial Advisors first reported a position in SYLD in Q1 2024 and held it in 4 quarters. The position peaked at $1.75M in Q3 2024. 173 funds tracked by Wall St. Rank hold SYLD as of Q1 2025.

  • Edge Financial Advisors reported no remaining Cambria Shareholder Yield ETF position as of Q1 2025 after selling out during the quarter.
  • Edge Financial Advisors sold 23,483 Cambria Shareholder Yield ETF shares in Q1 2025, an estimated $1.61M.
  • Edge Financial Advisors first reported a position in Cambria Shareholder Yield ETF in Q1 2024 and held it in 4 quarters.
  • Edge Financial Advisors's Cambria Shareholder Yield ETF position peaked at $1.75M in Q3 2024.
  • 173 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2025.

Based on Edge Financial Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.