Simplex Trading
SYLD icon

Simplex Trading’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Simplex Trading’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
-18
Closed -$1K – 9710
2025
Q1 		$1K Buy
+18
New +$1.22K ﹤0.01% 8314
2024
Q4 		– Sell
-10
Closed – – 9592
2024
Q3 		$0 Sell
10
-151
-94% -$10.5K ﹤0.01% 9552
2024
Q2 		$10K Buy
161
+115
+250% +$8.04K ﹤0.01% 7452
2024
Q1 		$3K Buy
+46
New +$3.16K ﹤0.01% 8320

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 $377B 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 $965M 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 $666B AUM 30.12% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B 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

Simplex Trading's SYLD Position: Q2 2025 in Review

Simplex Trading sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2025, closing a stake of 18 shares — an estimated $1K sold.

Simplex Trading first reported a position in SYLD in Q1 2024 and held it in 4 quarters. The position peaked at $10K in Q2 2024. 163 funds tracked by Wall St. Rank hold SYLD as of Q2 2025.

  • Simplex Trading reported no remaining Cambria Shareholder Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Simplex Trading sold 18 Cambria Shareholder Yield ETF shares in Q2 2025, an estimated $1K.
  • Simplex Trading first reported a position in Cambria Shareholder Yield ETF in Q1 2024 and held it in 4 quarters.
  • Simplex Trading's Cambria Shareholder Yield ETF position peaked at $10K in Q2 2024.
  • 163 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2025.

Based on Simplex Trading's 13F filing for Q2 2025, filed 5 Aug 2025.