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

Sax 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
2025
Q4 		– Sell
-3,764
Closed -$258K – 509
2025
Q3 		$258K Buy
+3,764
New +$255K 0.01% 377

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $823M AUM 36.99% 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
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sax Wealth Advisors's SYLD Position: Q4 2025 in Review

Sax Wealth Advisors sold out of Cambria Shareholder Yield ETF (SYLD) in Q4 2025, closing a stake of 3,764 shares — an estimated $258K sold.

Sax Wealth Advisors first reported a position in SYLD in Q3 2025 and held it in 1 quarter. The position peaked at $258K in Q3 2025. 162 funds tracked by Wall St. Rank hold SYLD as of Q4 2025.

  • Sax Wealth Advisors reported no remaining Cambria Shareholder Yield ETF position as of Q4 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 3,764 Cambria Shareholder Yield ETF shares in Q4 2025, an estimated $258K.
  • Sax Wealth Advisors first reported a position in Cambria Shareholder Yield ETF in Q3 2025 and held it in 1 quarter.
  • Sax Wealth Advisors's Cambria Shareholder Yield ETF position peaked at $258K in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q4 2025.

Based on Sax Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.