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

Nations 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
-3,384
Closed -$232K – 771
2025
Q3 		$232K Sell
3,384
-1,465
-30% -$99.2K 0.01% 642
2025
Q2 		$315K Sell
4,849
-996
-17% -$62K 0.02% 554
2025
Q1 		$373K Sell
5,845
-703
-11% -$47.6K 0.03% 489
2024
Q4 		$448K Sell
6,548
-1,470
-18% -$106K 0.03% 467
2024
Q3 		$580K Buy
8,018
+1,321
+20% +$92.3K 0.04% 398
2024
Q2 		$457K Buy
6,697
+1,202
+22% +$84K 0.04% 428
2024
Q1 		$403K Sell
5,495
-218
-4% -$15K 0.03% 475
2023
Q4 		$386K Buy
5,713
+105
+2% +$6.54K 0.04% 458
2023
Q3 		$347K Buy
5,608
+1,061
+23% +$66.5K 0.03% 463
2023
Q2 		$278K Buy
4,547
+674
+17% +$39K 0.03% 524
2023
Q1 		$227K Buy
+3,873
New +$240K 0.02% 544

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

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

Nations Financial Group sold out of Cambria Shareholder Yield ETF (SYLD) in Q4 2025, closing a stake of 3,384 shares — an estimated $232K sold.

Nations Financial Group first reported a position in SYLD in Q1 2023 and held it in 11 quarters. The position peaked at $580K in Q3 2024. 162 funds tracked by Wall St. Rank hold SYLD as of Q4 2025.

  • Nations Financial Group reported no remaining Cambria Shareholder Yield ETF position as of Q4 2025 after selling out during the quarter.
  • Nations Financial Group sold 3,384 Cambria Shareholder Yield ETF shares in Q4 2025, an estimated $232K.
  • Nations Financial Group first reported a position in Cambria Shareholder Yield ETF in Q1 2023 and held it in 11 quarters.
  • Nations Financial Group's Cambria Shareholder Yield ETF position peaked at $580K in Q3 2024.
  • 162 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q4 2025.

Based on Nations Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.