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Innovative Advisory Group, LLC’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-9,831
Closed -$673K – 249
2024
Q4 		$673K Buy
+9,831
New +$710K 0.58% 21

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Commonwealth Equity Services
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Northwestern Mutual Wealth Management
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Innovative Advisory Group, LLC's SYLD Position: Q1 2025 in Review

Innovative Advisory Group, LLC sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2025, closing a stake of 9,831 shares — an estimated $673K sold.

Innovative Advisory Group, LLC first reported a position in SYLD in Q4 2024 and held it in 1 quarter. The position peaked at $673K in Q4 2024. 173 funds tracked by Wall St. Rank hold SYLD as of Q1 2025.

  • Innovative Advisory Group, LLC reported no remaining Cambria Shareholder Yield ETF position as of Q1 2025 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 9,831 Cambria Shareholder Yield ETF shares in Q1 2025, an estimated $673K.
  • Innovative Advisory Group, LLC first reported a position in Cambria Shareholder Yield ETF in Q4 2024 and held it in 1 quarter.
  • Innovative Advisory Group, LLC's Cambria Shareholder Yield ETF position peaked at $673K in Q4 2024.
  • 173 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2025.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2025, filed 23 Sep 2026.