JFG
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JDM Financial Group’s Cambria Shareholder Yield ETF SYLD Stock Holding History

JDM Financial Group’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
-162
Closed -$11.1K – 295
2025
Q3 		$11.1K Hold
162
– – ﹤0.01% 186
2025
Q2 		$10.5K Hold
162
– – 0.01% 181
2025
Q1 		$10.3K Hold
162
– – 0.01% 174
2024
Q4 		$11.1K Hold
162
– – 0.01% 174
2024
Q3 		$11.7K Hold
162
– – 0.01% 162
2024
Q2 		$11.1K Hold
162
– – 0.01% 146
2024
Q1 		$11.9K Hold
162
– – 0.01% 132
2023
Q4 		$10.9K Hold
162
– – 0.01% 130
2023
Q3 		$10K Hold
162
– – 0.01% 126
2023
Q2 		$9.91K Buy
162
+20
+14% +$1.16K 0.01% 132
2023
Q1 		$8.34K Buy
+142
New +$8.79K 0.01% 150

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $823M AUM 36.99% 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
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JDM Financial Group's SYLD Position: Q4 2025 in Review

JDM Financial Group sold out of Cambria Shareholder Yield ETF (SYLD) in Q4 2025, closing a stake of 162 shares — an estimated $11.1K sold.

JDM Financial Group first reported a position in SYLD in Q1 2023 and held it in 11 quarters. The position peaked at $11.9K in Q1 2024. 162 funds tracked by Wall St. Rank hold SYLD as of Q4 2025.

  • JDM Financial Group reported no remaining Cambria Shareholder Yield ETF position as of Q4 2025 after selling out during the quarter.
  • JDM Financial Group sold 162 Cambria Shareholder Yield ETF shares in Q4 2025, an estimated $11.1K.
  • JDM Financial Group first reported a position in Cambria Shareholder Yield ETF in Q1 2023 and held it in 11 quarters.
  • JDM Financial Group's Cambria Shareholder Yield ETF position peaked at $11.9K in Q1 2024.
  • 162 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q4 2025.

Based on JDM Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.