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BOLTON SECURITIES CORPORATION’s Cambria Shareholder Yield ETF SYLD Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$1.61M Buy
+23,456
New +$1.59M 0.08% 282
2025
Q1 		$1.66M Buy
+26,040
New +$1.76M 0.1% 228

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return
Intellus Advisors
Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SYLD Position: Q3 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Cambria Shareholder Yield ETF (SYLD) in Q3 2025: 23,456 shares worth $1.61M. The stake represents 0.08% of the portfolio and ranks #282 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in SYLD as recently as Q1 2025.

BOLTON SECURITIES CORPORATION first reported a position in SYLD in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.66M in Q1 2025. 163 funds tracked by Wall St. Rank hold SYLD as of Q3 2025.

  • BOLTON SECURITIES CORPORATION held 23,456 shares of Cambria Shareholder Yield ETF worth $1.61M as of Q3 2025.
  • Cambria Shareholder Yield ETF was a new BOLTON SECURITIES CORPORATION position in Q3 2025.
  • Cambria Shareholder Yield ETF made up 0.08% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2025, its #282 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Cambria Shareholder Yield ETF in Q1 2025 and has held it in 2 quarters since.
  • BOLTON SECURITIES CORPORATION's Cambria Shareholder Yield ETF position peaked at $1.66M in Q1 2025.
  • 163 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2025, filed 12 Nov 2026.