SMC
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Smith, Moore & Co’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Smith, Moore & Co’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
Q1 		– Sell
-9,629
Closed -$659K – 506
2024
Q4 		$659K Buy
9,629
+1,018
+12% +$73.5K 0.06% 254
2024
Q3 		$623K Buy
8,611
+134
+2% +$9.36K 0.06% 256
2024
Q2 		$579K Sell
8,477
-1,122
-12% -$78.4K 0.06% 248
2024
Q1 		$703K Buy
9,599
+400
+4% +$27.5K 0.07% 218
2023
Q4 		$622K Buy
9,199
+1,859
+25% +$116K 0.07% 226
2023
Q3 		$454K Sell
7,340
-4,600
-39% -$288K 0.06% 255
2023
Q2 		$730K Buy
11,940
+114
+1% +$6.6K 0.09% 195
2023
Q1 		$694K Sell
11,826
-1,637
-12% -$101K 0.09% 196
2022
Q4 		$798K Hold
13,463
– – 0.11% 180
2022
Q3 		$708K Buy
+13,463
New +$779K 0.11% 179

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
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Smith, Moore & Co's SYLD Position: Q1 2025 in Review

Smith, Moore & Co sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2025, closing a stake of 9,629 shares — an estimated $659K sold.

Smith, Moore & Co first reported a position in SYLD in Q3 2022 and held it in 10 quarters. The position peaked at $798K in Q4 2022. 173 funds tracked by Wall St. Rank hold SYLD as of Q1 2025.

  • Smith, Moore & Co reported no remaining Cambria Shareholder Yield ETF position as of Q1 2025 after selling out during the quarter.
  • Smith, Moore & Co sold 9,629 Cambria Shareholder Yield ETF shares in Q1 2025, an estimated $659K.
  • Smith, Moore & Co first reported a position in Cambria Shareholder Yield ETF in Q3 2022 and held it in 10 quarters.
  • Smith, Moore & Co's Cambria Shareholder Yield ETF position peaked at $798K in Q4 2022.
  • 173 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2025.

Based on Smith, Moore & Co's 13F filing for Q1 2025, filed 15 May 2025.