Koshinski Asset Management
SYLD icon

Koshinski Asset Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Koshinski Asset 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
-3,592
Closed -$234K – 740
2025
Q2 		$234K Sell
3,592
-100
-3% -$6.23K 0.02% 608
2025
Q1 		$236K Sell
3,692
-590
-14% -$40K 0.02% 557
2024
Q4 		$293K Sell
4,282
-1,900
-31% -$137K 0.03% 488
2024
Q3 		$447K Buy
6,182
+1,150
+23% +$80.3K 0.04% 405
2024
Q2 		$336K Sell
5,032
-293
-6% -$20.5K 0.03% 436
2024
Q1 		$390K Buy
5,325
+929
+21% +$63.8K 0.04% 373
2023
Q4 		$297K Buy
+4,396
New +$274K 0.05% 398
2022
Q2 		– Sell
-1,169
Closed -$74.7K – 1813
2022
Q1 		$74.7K Buy
1,169
+157
+16% +$10K 0.01% 941
2021
Q4 		$65.4K Buy
1,012
+1
+0.1% +$64 0.01% 1017
2021
Q3 		$60.9K Buy
+1,011
New +$62.4K 0.01% 1031

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

Koshinski Asset Management's SYLD Position: Q3 2025 in Review

Koshinski Asset Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q3 2025, closing a stake of 3,592 shares — an estimated $234K sold.

Koshinski Asset Management first reported a position in SYLD in Q3 2021 and held it in 10 quarters. The position peaked at $447K in Q3 2024. 160 funds tracked by Wall St. Rank hold SYLD as of Q3 2025.

  • Koshinski Asset Management reported no remaining Cambria Shareholder Yield ETF position as of Q3 2025 after selling out during the quarter.
  • Koshinski Asset Management sold 3,592 Cambria Shareholder Yield ETF shares in Q3 2025, an estimated $234K.
  • Koshinski Asset Management first reported a position in Cambria Shareholder Yield ETF in Q3 2021 and held it in 10 quarters.
  • Koshinski Asset Management's Cambria Shareholder Yield ETF position peaked at $447K in Q3 2024.
  • 160 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2025.

Based on Koshinski Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.