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OneDigital Investment Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

OneDigital Investment Advisors’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
-3,349
Closed -$229K – 1492
2024
Q4 		$229K Buy
3,349
+289
+9% +$20.9K ﹤0.01% 1267
2024
Q3 		$221K Hold
3,060
– – ﹤0.01% 1312
2024
Q2 		$209K Hold
3,060
– – ﹤0.01% 1276
2024
Q1 		$224K Hold
3,060
– – ﹤0.01% 1000
2023
Q4 		$207K Buy
+3,060
New +$191K ﹤0.01% 1049

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

OneDigital Investment Advisors's SYLD Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2025, closing a stake of 3,349 shares — an estimated $229K sold.

OneDigital Investment Advisors first reported a position in SYLD in Q4 2023 and held it in 5 quarters. The position peaked at $229K in Q4 2024. 173 funds tracked by Wall St. Rank hold SYLD as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining Cambria Shareholder Yield ETF position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 3,349 Cambria Shareholder Yield ETF shares in Q1 2025, an estimated $229K.
  • OneDigital Investment Advisors first reported a position in Cambria Shareholder Yield ETF in Q4 2023 and held it in 5 quarters.
  • OneDigital Investment Advisors's Cambria Shareholder Yield ETF position peaked at $229K in Q4 2024.
  • 173 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.