SWA
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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

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RWP
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IA
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VA
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AFG
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RIL
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UBS Group
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