Heck Capital Advisors, LLC Cambria Shareholder Yld ETF Transaction History

Heck Capital Advisors, LLC

$1.29 Trillion
Q3 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	BUY	$62.77 - $71.4 $5.35 Million - $6.09 Million	85,246 New	85,246 $5.44 Billion
Q4 2024 May 13, 2025	BUY	$68.06 - $76.27 $148,234 - $166,116	2,178 Added 2.55%	87,424 $5.99 Billion
Q4 2024 Jan 23, 2025	BUY	$68.06 - $76.27 $6.02 Million - $6.75 Million	88,463 New	88,463 $6.06 Billion
Q3 2024 May 19, 2025	BUY	$66.68 - $72.81 $3.57 Million - $3.9 Million	53,512 Added 127.53%	95,472 $6.91 Billion
Q2 2024 May 19, 2025	SELL	$67.74 - $73.13 $156,005 - $168,418	-2,303 Reduced 5.2%	41,960 $2.87 Billion

Q1 2024 May 19, 2025	SELL	$65.45 - $73.27 $2.68 Million - $3 Million	-40,983 Reduced 48.08%	44,263 $3.24 Billion
Q4 2022 May 19, 2025	SELL	$54.36 - $63.62 $2.41 Million - $2.82 Million	-44,263 Closed	0 $0
Q3 2022 May 19, 2025	SELL	$52.3 - $63.52 $2.14 Million - $2.6 Million	-40,983 Reduced 48.08%	44,263 $3.24 Billion

Others Institutions Holding SYLD

# of Institutions

180

Shares Held

10M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

710K
Shares

$48 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

677K
Shares

$45.8 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

534K
Shares

$36.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

490K
Shares

$33.1 Million
0.01% of portfolio
Revolve Wealth Partners, LLC

382K
Shares

$25.8 Million
3.28% of portfolio

About CAMBRIA SHAREHOLDER YLD ETF

Ticker SYLD
Sector ETFs
Industry ETFs

More about SYLD

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