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OxenFree Capital’s Cambria Shareholder Yield ETF SYLD Stock Holding History

OxenFree Capital’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
Q3 		– Sell
-8,730
Closed -$568K – 49
2025
Q2 		$568K Buy
8,730
+42
+0.5% +$2.62K 0.35% 28
2025
Q1 		$498K Buy
8,688
+632
+8% +$42.8K 0.38% 28
2024
Q4 		$552K Sell
8,056
-147
-2% -$10.6K 0.41% 28
2024
Q3 		$594K Sell
8,203
-8
-0.1% -$559 0.47% 28
2024
Q2 		$561K Sell
8,211
-2,332
-22% -$163K 0.49% 27
2024
Q1 		$772K Buy
10,543
+285
+3% +$19.6K 0.71% 25
2023
Q4 		$693K Buy
+10,258
New +$639K 0.71% 25

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OxenFree Capital's SYLD Position: Q3 2025 in Review

OxenFree Capital sold out of Cambria Shareholder Yield ETF (SYLD) in Q3 2025, closing a stake of 8,730 shares — an estimated $568K sold.

OxenFree Capital first reported a position in SYLD in Q4 2023 and held it in 7 quarters. The position peaked at $772K in Q1 2024. 160 funds tracked by Wall St. Rank hold SYLD as of Q3 2025.

  • OxenFree Capital reported no remaining Cambria Shareholder Yield ETF position as of Q3 2025 after selling out during the quarter.
  • OxenFree Capital sold 8,730 Cambria Shareholder Yield ETF shares in Q3 2025, an estimated $568K.
  • OxenFree Capital first reported a position in Cambria Shareholder Yield ETF in Q4 2023 and held it in 7 quarters.
  • OxenFree Capital's Cambria Shareholder Yield ETF position peaked at $772K in Q1 2024.
  • 160 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2025.

Based on OxenFree Capital's 13F filing for Q3 2025, filed 9 Oct 2025.