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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 – 244
2025
Q1 		$5.44M Sell
85,246
-90,641
-52% -$6.14M 0.61% 43
2024
Q4 		$12M Buy
175,887
+80,415
+84% +$5.81M 0.51% 39
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Heck Capital Advisors's SYLD Position: Q2 2025 in Review

Heck Capital Advisors sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2025, closing a stake of 85,246 shares — an estimated $5.44M sold.

Heck Capital Advisors first reported a position in SYLD in Q1 2024 and held it in 5 quarters. The position peaked at $12M in Q4 2024. 163 funds tracked by Wall St. Rank hold SYLD as of Q2 2025.

  • Heck Capital Advisors reported no remaining Cambria Shareholder Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 85,246 Cambria Shareholder Yield ETF shares in Q2 2025, an estimated $5.44M.
  • Heck Capital Advisors first reported a position in Cambria Shareholder Yield ETF in Q1 2024 and held it in 5 quarters.
  • Heck Capital Advisors's Cambria Shareholder Yield ETF position peaked at $12M in Q4 2024.
  • 163 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2025.

Based on Heck Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.