MWM
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MorganRosel Wealth Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

MorganRosel 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
2026
Q1 		– Sell
-2,886
Closed -$201K – 123
2025
Q4 		$201K Buy
+2,886
New +$198K 0.05% 111
2025
Q3 		– Sell
-3,269
Closed -$213K – 321
2025
Q2 		$213K Hold
3,269
– – 0.06% 106
2025
Q1 		$209K Sell
3,269
-792
-20% -$53.6K 0.06% 99
2024
Q4 		$278K Hold
4,061
– – 0.09% 95
2024
Q3 		$294K Sell
4,061
-181
-4% -$12.6K 0.1% 92
2024
Q2 		$290K Hold
4,242
– – 0.1% 89
2024
Q1 		$311K Hold
4,242
– – 0.11% 88
2023
Q4 		$287K Hold
4,242
– – 0.11% 86
2023
Q3 		$262K Hold
4,242
– – 0.11% 87
2023
Q2 		$259K Hold
4,242
– – 0.11% 87
2023
Q1 		$249K Hold
4,242
– – 0.11% 86
2022
Q4 		$252K Buy
+4,242
New +$253K 0.12% 84

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 $376B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.57B AUM 26.04% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return