Physician Wealth Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Physician Wealth 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
2026 Q1	$362K	Buy	4,794 +6	+0.1%	+$448	0.05%	129
2025 Q4	$333K	Buy	4,788 +143	+3%	+$9.82K	0.05%	133
2025 Q3	$319K	Sell	4,645 -28	-0.6%	-$1.9K	0.05%	134
2025 Q2	$304K	Sell	4,673 -187	-4%	-$11.6K	0.05%	138
2025 Q1	$310K	Sell	4,860 -1	-0%	-$68	0.05%	132
2024 Q4	$333K	Sell	4,861 -10	-0.2%	-$722	0.06%	128
2024 Q3	$353K	Sell	4,871 -553	-10%	-$38.6K	0.06%	121
2024 Q2	$391K	Sell	5,424 -9	-0.2%	-$629	0.07%	107
2024 Q1	$377K	Buy	5,433 +79	+1%	+$5.42K	0.08%	108
2023 Q4	$360K	Buy	5,354 +996	+23%	+$62K	0.08%	108
2023 Q3	$266K	Buy	+4,358	New	+$273K	0.07%	119

Other funds holding SYLD

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

Raymond James Financial

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth

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

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

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

VestGen Advisors Inverness, Illinois $3.57B AUM 26.04% 1-Year Est. Return

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return