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Sowell Financial Services’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Sowell Financial Services’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
-3,886
Closed -$248K – 1098
2025
Q1 		$248K Buy
+3,886
New +$263K 0.01% 848
2022
Q2 		– Sell
-58,940
Closed -$3.77M – 330
2022
Q1 		$3.77M Buy
+58,940
New +$3.76M 0.66% 29

Other funds holding SYLD

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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

Sowell Financial Services's SYLD Position: Q2 2025 in Review

Sowell Financial Services sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2025, closing a stake of 3,886 shares — an estimated $248K sold.

Sowell Financial Services first reported a position in SYLD in Q1 2022 and held it in 2 quarters. The position peaked at $3.77M in Q1 2022. 163 funds tracked by Wall St. Rank hold SYLD as of Q2 2025.

  • Sowell Financial Services reported no remaining Cambria Shareholder Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Sowell Financial Services sold 3,886 Cambria Shareholder Yield ETF shares in Q2 2025, an estimated $248K.
  • Sowell Financial Services first reported a position in Cambria Shareholder Yield ETF in Q1 2022 and held it in 2 quarters.
  • Sowell Financial Services's Cambria Shareholder Yield ETF position peaked at $3.77M in Q1 2022.
  • 163 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2025.

Based on Sowell Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.