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Accordant Advisory Group’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Accordant Advisory Group’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
2026
Q1 		$75.4K Hold
1,000
– – 0.05% 74
2025
Q4 		$69.5K Buy
+1,000
New +$68.7K 0.05% 70
2025
Q1 		– Sell
-133,879
Closed -$9.17M – 154
2024
Q4 		$9.17M Buy
133,879
+28,589
+27% +$2.06M 8.84% 3
2024
Q3 		$7.62M Buy
105,290
+6,304
+6% +$440K 6.07% 4
2024
Q2 		$6.76M Buy
98,986
+690
+0.7% +$48.2K 6.4% 2
2024
Q1 		$7.2M Buy
+98,296
New +$6.75M 5.38% 4

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Accordant Advisory Group's SYLD Position: Q1 2026 in Review

Accordant Advisory Group held its Cambria Shareholder Yield ETF (SYLD) position steady in Q1 2026 at 1,000 shares worth $75.4K. The position accounts for 0.05% of the portfolio, ranked #74.

Accordant Advisory Group first reported a position in SYLD in Q1 2024 and has held it in 6 quarters since. The position peaked at $9.17M in Q4 2024. 167 funds tracked by Wall St. Rank hold SYLD as of Q1 2026.

  • Accordant Advisory Group held 1,000 shares of Cambria Shareholder Yield ETF worth $75.4K as of Q1 2026.
  • Accordant Advisory Group left its Cambria Shareholder Yield ETF share count unchanged in Q1 2026.
  • Cambria Shareholder Yield ETF made up 0.05% of Accordant Advisory Group's portfolio in Q1 2026, its #74 holding.
  • Accordant Advisory Group first reported a position in Cambria Shareholder Yield ETF in Q1 2024 and has held it in 6 quarters since.
  • Accordant Advisory Group's Cambria Shareholder Yield ETF position peaked at $9.17M in Q4 2024.
  • 167 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.