Orion Portfolio Solutions’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Orion Portfolio Solutions’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	-4,245	Closed	-$291K	–	1974
2024 Q4	$291K	Buy	+4,245	New	+$307K	﹤0.01%	1579
2024 Q3	–	Sell	-2,935	Closed	-$200K	–	1847
2024 Q2	$200K	Buy	+2,935	New	+$205K	﹤0.01%	1647
2024 Q1	–	Sell	-3,132	Closed	-$211K	–	1753
2023 Q4	$211K	Buy	+3,132	New	+$195K	﹤0.01%	1553
2023 Q2	–	Sell	-9,313	Closed	-$547K	–	1680
2023 Q1	$547K	Sell	9,313 -333	-3%	-$20.6K	0.01%	1108
2022 Q4	$572K	Buy	9,646 +975	+11%	+$58.2K	0.02%	455
2022 Q3	$456K	Sell	8,671 -7,085	-45%	-$410K	0.02%	450
2022 Q2	$857K	Sell	15,756 -6,161	-28%	-$376K	0.03%	279
2022 Q1	$1.4M	Buy	+21,917	New	+$1.4M	0.05%	218

Other funds holding SYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Orion Portfolio Solutions's SYLD Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2025, closing a stake of 4,245 shares — an estimated $291K sold.

Orion Portfolio Solutions first reported a position in SYLD in Q1 2022 and held it in 8 quarters. The position peaked at $1.4M in Q1 2022. 173 funds tracked by Wall St. Rank hold SYLD as of Q1 2025.

Orion Portfolio Solutions reported no remaining Cambria Shareholder Yield ETF position as of Q1 2025 after selling out during the quarter.
Orion Portfolio Solutions sold 4,245 Cambria Shareholder Yield ETF shares in Q1 2025, an estimated $291K.
Orion Portfolio Solutions first reported a position in Cambria Shareholder Yield ETF in Q1 2022 and held it in 8 quarters.
Orion Portfolio Solutions's Cambria Shareholder Yield ETF position peaked at $1.4M in Q1 2022.
173 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.