Sharkey, Howes & Javer’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Sharkey, Howes & Javer’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 Q2	–	Sell	-5,904	Closed	-$377K	–	164
2025 Q1	$377K	Buy	5,904 +35	+0.6%	+$2.37K	0.05%	118
2024 Q4	$402K	Sell	5,869 -191	-3%	-$13.8K	0.06%	113
2024 Q3	$439K	Sell	6,060 -944	-13%	-$65.9K	0.06%	102
2024 Q2	$478K	Hold	7,004	–	–	0.08%	83
2024 Q1	$513K	Sell	7,004 -252	-3%	-$17.3K	0.08%	83
2023 Q4	$490K	Sell	7,256 -4,068	-36%	-$253K	0.09%	81
2023 Q3	$701K	Hold	11,324	–	–	0.13%	70
2023 Q2	$693K	Sell	11,324 -4,195	-27%	-$243K	0.13%	66
2023 Q1	$911K	Sell	15,519 -623	-4%	-$38.6K	0.2%	61
2022 Q4	$957K	Sell	16,142 -23,256	-59%	-$1.39M	0.22%	58
2022 Q3	$2.07M	Buy	+39,398	New	+$2.28M	0.45%	39

Other funds holding SYLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sharkey, Howes & Javer's SYLD Position: Q2 2025 in Review

Sharkey, Howes & Javer sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2025, closing a stake of 5,904 shares — an estimated $377K sold.

Sharkey, Howes & Javer first reported a position in SYLD in Q3 2022 and held it in 11 quarters. The position peaked at $2.07M in Q3 2022. 163 funds tracked by Wall St. Rank hold SYLD as of Q2 2025.

Sharkey, Howes & Javer reported no remaining Cambria Shareholder Yield ETF position as of Q2 2025 after selling out during the quarter.
Sharkey, Howes & Javer sold 5,904 Cambria Shareholder Yield ETF shares in Q2 2025, an estimated $377K.
Sharkey, Howes & Javer first reported a position in Cambria Shareholder Yield ETF in Q3 2022 and held it in 11 quarters.
Sharkey, Howes & Javer's Cambria Shareholder Yield ETF position peaked at $2.07M in Q3 2022.
163 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2025.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2025, filed 10 Jul 2025.