Lindbrook Capital’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Lindbrook Capital’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 Q1	$20.8K	Buy	326 +3	+0.9%	+$203	﹤0.01%	1332
2024 Q4	$22.1K	Buy	323 +1	+0.3%	+$72	﹤0.01%	1229
2024 Q3	$23.3K	Buy	322 +3	+0.9%	+$210	﹤0.01%	1210
2024 Q2	$21.8K	Buy	319 +2	+0.6%	+$140	﹤0.01%	1198
2024 Q1	$23.2K	Hold	317	–	–	﹤0.01%	1135
2023 Q4	$21.4K	Buy	317 +2	+0.6%	+$125	﹤0.01%	1142
2023 Q3	$19.5K	Buy	315 +2	+0.6%	+$125	﹤0.01%	1072
2023 Q2	$19.2K	Buy	313 +3	+1%	+$174	﹤0.01%	1113
2023 Q1	$18.2K	Hold	310	–	–	﹤0.01%	1118
2022 Q4	$18.4K	Buy	+310	New	+$18.5K	﹤0.01%	1097

Other funds holding SYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Lindbrook Capital's SYLD Position: Q1 2025 in Review

Lindbrook Capital increased its Cambria Shareholder Yield ETF (SYLD) stake by 0.93% in Q1 2025, buying an estimated $203 and bringing the position to 326 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Lindbrook Capital first reported a position in SYLD in Q4 2022 and has held it in 10 quarters since. The position peaked at $23.3K in Q3 2024. 173 funds tracked by Wall St. Rank hold SYLD as of Q1 2025.

Lindbrook Capital held 326 shares of Cambria Shareholder Yield ETF worth $20.8K as of Q1 2025.
Lindbrook Capital bought 3 Cambria Shareholder Yield ETF shares in Q1 2025, an estimated $203.
Cambria Shareholder Yield ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1332 holding.
Lindbrook Capital first reported a position in Cambria Shareholder Yield ETF in Q4 2022 and has held it in 10 quarters since.
Lindbrook Capital's Cambria Shareholder Yield ETF position peaked at $23.3K in Q3 2024.
173 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.