FFS
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Founders Financial Securities’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Founders Financial Securities’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
Q3 		– Sell
-4,695
Closed -$305K – 526
2025
Q2 		$305K Sell
4,695
-1,995
-30% -$124K 0.02% 412
2025
Q1 		$404K Sell
6,690
-1,315
-16% -$89.1K 0.03% 347
2024
Q4 		$548K Buy
8,005
+135
+2% +$9.75K 0.05% 281
2024
Q3 		$570K Buy
7,870
+459
+6% +$32.1K 0.05% 249
2024
Q2 		$506K Hold
7,411
– – 0.05% 285
2024
Q1 		$543K Buy
7,411
+1,670
+29% +$115K 0.06% 250
2023
Q4 		$388K Buy
5,741
+2,410
+72% +$150K 0.04% 279
2023
Q3 		$206K Buy
+3,331
New +$209K 0.03% 306

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.57B AUM 26.04% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.24B AUM 32.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return