HCA
SYLD icon

Heck Capital Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Heck Capital 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
Q2 		– Sell
-85,246
Closed -$5.44M – 245
2025
Q1 		$5.44M Sell
85,246
-2,178
-2% -$148K 0.61% 43
2024
Q4 		$5.99M Sell
87,424
-8,048
-8% -$581K 0.69% 40
2024
Q3 		$6.91M Buy
95,472
+53,512
+128% +$3.74M 0.8% 38
2024
Q2 		$2.87M Sell
41,960
-2,303
-5% -$161K 0.36% 55
2024
Q1 		$3.24M Buy
+44,263
New +$3.04M 0.49% 48

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 $376B 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 $961M 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 $564B AUM 30.12% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.57B 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