Action Point Financial Planning’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Action Point Financial Planning’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 Q2	$69.3K	Buy	+876	New	+$68.6K	0.01%	713

Other funds holding SYLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Action Point Financial Planning's SYLD Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Cambria Shareholder Yield ETF (SYLD) in Q2 2026: 876 shares worth $69.3K. The stake represents 0.01% of the portfolio and ranks #713 among its holdings.

166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

Action Point Financial Planning held 876 shares of Cambria Shareholder Yield ETF worth $69.3K as of Q2 2026.
Cambria Shareholder Yield ETF was a new Action Point Financial Planning position in Q2 2026.
Cambria Shareholder Yield ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #713 holding.
166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.