HWM
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HighMark Wealth Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

HighMark Wealth Management’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
-51
Closed -$3.32K – 666
2025
Q2 		$3.32K Hold
51
– – ﹤0.01% 444
2025
Q1 		$3.24K Buy
51
+1
+2% +$68 ﹤0.01% 414
2024
Q4 		$3.45K Hold
50
– – ﹤0.01% 407
2024
Q3 		$3.63K Buy
+50
New +$3.49K ﹤0.01% 428

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighMark Wealth Management's SYLD Position: Q3 2025 in Review

HighMark Wealth Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q3 2025, closing a stake of 51 shares — an estimated $3.32K sold.

HighMark Wealth Management first reported a position in SYLD in Q3 2024 and held it in 4 quarters. The position peaked at $3.63K in Q3 2024. 160 funds tracked by Wall St. Rank hold SYLD as of Q3 2025.

  • HighMark Wealth Management reported no remaining Cambria Shareholder Yield ETF position as of Q3 2025 after selling out during the quarter.
  • HighMark Wealth Management sold 51 Cambria Shareholder Yield ETF shares in Q3 2025, an estimated $3.32K.
  • HighMark Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q3 2024 and held it in 4 quarters.
  • HighMark Wealth Management's Cambria Shareholder Yield ETF position peaked at $3.63K in Q3 2024.
  • 160 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2025.

Based on HighMark Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.