Per Stirling Capital Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Per Stirling Capital Management’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	-4,379	Closed	-$285K	–	299
2025 Q2	$285K	Sell	4,379 -801	-15%	-$49.9K	0.04%	225
2025 Q1	$330K	Sell	5,180 -130	-2%	-$8.8K	0.05%	209
2024 Q4	$364K	Buy	+5,310	New	+$383K	0.05%	199
2024 Q3	–	Sell	-65,292	Closed	-$4.46M	–	269
2024 Q2	$4.46M	Sell	65,292 -4,078	-6%	-$285K	0.72%	37
2024 Q1	$5.08M	Sell	69,370 -444	-0.6%	-$30.5K	0.85%	36
2023 Q4	$4.72M	Sell	69,814 -87	-0.1%	-$5.42K	0.87%	35
2023 Q3	$4.32M	Buy	69,901 +4,042	+6%	+$253K	0.9%	33
2023 Q2	$4.03M	Sell	65,859 -1,227	-2%	-$71.1K	0.82%	32
2023 Q1	$3.94M	Sell	67,086 -26,332	-28%	-$1.63M	0.85%	29
2022 Q4	$5.54M	Buy	+93,418	New	+$5.58M	1.01%	27

Other funds holding SYLD

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

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Per Stirling Capital Management's SYLD Position: Q3 2025 in Review

Per Stirling Capital Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q3 2025, closing a stake of 4,379 shares — an estimated $285K sold.

Per Stirling Capital Management first reported a position in SYLD in Q4 2022 and held it in 10 quarters. The position peaked at $5.54M in Q4 2022. 160 funds tracked by Wall St. Rank hold SYLD as of Q3 2025.

Per Stirling Capital Management reported no remaining Cambria Shareholder Yield ETF position as of Q3 2025 after selling out during the quarter.
Per Stirling Capital Management sold 4,379 Cambria Shareholder Yield ETF shares in Q3 2025, an estimated $285K.
Per Stirling Capital Management first reported a position in Cambria Shareholder Yield ETF in Q4 2022 and held it in 10 quarters.
Per Stirling Capital Management's Cambria Shareholder Yield ETF position peaked at $5.54M in Q4 2022.
160 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2025.

Based on Per Stirling Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.