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Financial Gravity Companies’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Financial Gravity Companies’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 		$97.5K Buy
+1,500
New +$93.4K 0.02% 225
2024
Q4 		$44.7K Hold
653
– – 0.01% 305
2024
Q3 		$47.3K Buy
+653
New +$45.6K 0.01% 187

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

Financial Gravity Companies's SYLD Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Cambria Shareholder Yield ETF (SYLD) in Q2 2025: 1,500 shares worth $97.5K. The stake represents 0.02% of the portfolio and ranks #225 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SYLD as recently as Q4 2024.

Financial Gravity Companies first reported a position in SYLD in Q3 2024 and has held it in 3 quarters since. 163 funds tracked by Wall St. Rank hold SYLD as of Q2 2025.

  • Financial Gravity Companies held 1,500 shares of Cambria Shareholder Yield ETF worth $97.5K as of Q2 2025.
  • Cambria Shareholder Yield ETF was a new Financial Gravity Companies position in Q2 2025.
  • Cambria Shareholder Yield ETF made up 0.02% of Financial Gravity Companies's portfolio in Q2 2025, its #225 holding.
  • Financial Gravity Companies first reported a position in Cambria Shareholder Yield ETF in Q3 2024 and has held it in 3 quarters since.
  • 163 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.