JWCA
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J.W. Cole Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

J.W. Cole 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
Q4 		– Sell
-21,573
Closed -$1.48M – 1589
2025
Q3 		$1.48M Buy
21,573
+708
+3% +$47.9K 0.03% 579
2025
Q2 		$1.36M Buy
20,865
+1,595
+8% +$99.3K 0.03% 558
2025
Q1 		$1.23M Sell
19,270
-956
-5% -$64.7K 0.04% 476
2024
Q4 		$1.38M Buy
20,226
+2,588
+15% +$187K 0.06% 332
2024
Q3 		$1.28M Buy
17,638
+1,262
+8% +$88.2K 0.05% 338
2024
Q2 		$1.12M Buy
16,376
+420
+3% +$29.4K 0.05% 332
2024
Q1 		$1.17M Sell
15,956
-300
-2% -$20.6K 0.06% 315
2023
Q4 		$1.1M Buy
16,256
+1,131
+7% +$70.4K 0.06% 292
2023
Q3 		$936K Buy
15,125
+739
+5% +$46.3K 0.07% 270
2023
Q2 		$880K Buy
14,386
+115
+0.8% +$6.66K 0.06% 291
2023
Q1 		$838K Buy
14,271
+720
+5% +$44.6K 0.06% 322
2022
Q4 		$804K Buy
13,551
+1,479
+12% +$88.3K 0.06% 312
2022
Q3 		$635K Buy
12,072
+855
+8% +$49.5K 0.05% 344
2022
Q2 		$610K Buy
11,217
+17
+0.2% +$1.04K 0.05% 358
2022
Q1 		$716K Buy
+11,200
New +$715K 0.05% 358

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 $377B AUM 19.32% 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
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

J.W. Cole Advisors's SYLD Position: Q4 2025 in Review

J.W. Cole Advisors sold out of Cambria Shareholder Yield ETF (SYLD) in Q4 2025, closing a stake of 21,573 shares — an estimated $1.48M sold.

J.W. Cole Advisors first reported a position in SYLD in Q1 2022 and held it in 15 quarters. The position peaked at $1.48M in Q3 2025. 162 funds tracked by Wall St. Rank hold SYLD as of Q4 2025.

  • J.W. Cole Advisors reported no remaining Cambria Shareholder Yield ETF position as of Q4 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 21,573 Cambria Shareholder Yield ETF shares in Q4 2025, an estimated $1.48M.
  • J.W. Cole Advisors first reported a position in Cambria Shareholder Yield ETF in Q1 2022 and held it in 15 quarters.
  • J.W. Cole Advisors's Cambria Shareholder Yield ETF position peaked at $1.48M in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q4 2025.

Based on J.W. Cole Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.