SHJ
SYLD icon

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.57B AUM 26.04% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return