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Principal Securities’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Principal Securities’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
-46
Closed -$2.99K – 3840
2025
Q2 		$2.99K Hold
46
– – ﹤0.01% 3013
2025
Q1 		$3.15K Hold
46
– – ﹤0.01% 2921
2024
Q4 		$3.15K Sell
46
-14
-23% -$1.01K ﹤0.01% 2917
2024
Q3 		$4.34K Hold
60
– – ﹤0.01% 2726
2024
Q2 		$4.1K Hold
60
– – ﹤0.01% 2706
2024
Q1 		$4.4K Hold
60
– – ﹤0.01% 2648
2023
Q4 		$4.05K Buy
+60
New +$3.74K ﹤0.01% 2606

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

Principal Securities's SYLD Position: Q3 2025 in Review

Principal Securities sold out of Cambria Shareholder Yield ETF (SYLD) in Q3 2025, closing a stake of 46 shares — an estimated $2.99K sold.

Principal Securities first reported a position in SYLD in Q4 2023 and held it in 7 quarters. The position peaked at $4.4K in Q1 2024. 160 funds tracked by Wall St. Rank hold SYLD as of Q3 2025.

  • Principal Securities reported no remaining Cambria Shareholder Yield ETF position as of Q3 2025 after selling out during the quarter.
  • Principal Securities sold 46 Cambria Shareholder Yield ETF shares in Q3 2025, an estimated $2.99K.
  • Principal Securities first reported a position in Cambria Shareholder Yield ETF in Q4 2023 and held it in 7 quarters.
  • Principal Securities's Cambria Shareholder Yield ETF position peaked at $4.4K in Q1 2024.
  • 160 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2025.

Based on Principal Securities's 13F filing for Q3 2025, filed 12 Nov 2025.