SYLD — CAMBRIA ETF TR

Ownership history in CreativeOne Wealth, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in CAMBRIA ETF TR (SYLD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2024 Q4)
Avg. % of fund
0.01%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,370 +116 +2.7% 0.01% $300K $68.47
2025 Q2 REDUCED 4,254 -3,225 -43.1% 0.01% $277K $64.39
2025 Q1 REDUCED 7,479 -3,263 -30.4% 0.01% $477K $62.82
2024 Q4 ADDED 10,742 +2,659 +32.9% 0.02% $736K $66.88
2024 Q3 INITIATED 8,083 — — 0.02% $585K $70.47
% of Fund (quarterly)    SYLD price (monthly, adj. close)

Other funds also holding SYLD

As of 2025 Q4 — sorted by position size

Revolve Wealth Partners, LLC 3Y 3.16% Verum Partners LLC 3Y 3.13% ALM First Financial Advisors, LLC 3Y 3.07% Atlas Wealth LLC 3Y 2.57% Opus Capital Group, LLC 3Y 7Y 1.77% Fermata Advisors, LLC 3Y 1.7% Edge Financial Advisors LLC 1.47% Cauble & Harre Wealth Management, Inc. 1.03% ROTHSCHILD INVESTMENT LLC 0.95% VestGen Advisors, LLC 0.93%
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