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Optivise Advisory Services’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Optivise Advisory Services’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
-2,948
Closed -$202K – 223
2025
Q3 		$202K Buy
+2,948
New +$200K 0.12% 189

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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

Optivise Advisory Services's SYLD Position: Q4 2025 in Review

Optivise Advisory Services sold out of Cambria Shareholder Yield ETF (SYLD) in Q4 2025, closing a stake of 2,948 shares — an estimated $202K sold.

Optivise Advisory Services first reported a position in SYLD in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 162 funds tracked by Wall St. Rank hold SYLD as of Q4 2025.

  • Optivise Advisory Services reported no remaining Cambria Shareholder Yield ETF position as of Q4 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 2,948 Cambria Shareholder Yield ETF shares in Q4 2025, an estimated $202K.
  • Optivise Advisory Services first reported a position in Cambria Shareholder Yield ETF in Q3 2025 and held it in 1 quarter.
  • Optivise Advisory Services's Cambria Shareholder Yield ETF position peaked at $202K in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q4 2025.

Based on Optivise Advisory Services's 13F filing for Q4 2025, filed 12 Jan 2026.