AWM
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AE Wealth Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

AE Wealth Management’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 		$92.7K Sell
1,172
-46
-4% -$3.6K ﹤0.01% 1938
2026
Q1 		$91.8K Sell
1,218
-73
-6% -$5.46K ﹤0.01% 1821
2025
Q4 		$89.8K Sell
1,291
-695
-35% -$47.7K ﹤0.01% 1728
2025
Q3 		$136K Hold
1,986
– – ﹤0.01% 1488
2025
Q2 		$129K Sell
1,986
-776
-28% -$48.3K ﹤0.01% 1415
2025
Q1 		$176K Sell
2,762
-532
-16% -$36K ﹤0.01% 1312
2024
Q4 		$226K Sell
3,294
-190
-5% -$13.7K ﹤0.01% 1228
2024
Q3 		$252K Sell
3,484
-2,808
-45% -$196K ﹤0.01% 1091
2024
Q2 		$430K Buy
6,292
+2,801
+80% +$196K ﹤0.01% 925
2024
Q1 		$256K Sell
3,491
-4,931
-59% -$339K ﹤0.01% 1014
2023
Q4 		$573K Buy
8,422
+3,096
+58% +$193K ﹤0.01% 1369
2023
Q3 		$329K Sell
5,326
-1,000
-16% -$62.7K ﹤0.01% 1574
2023
Q2 		$387K Buy
6,326
+1,206
+24% +$69.8K ﹤0.01% 1506
2023
Q1 		$301K Buy
5,120
+487
+11% +$30.1K ﹤0.01% 1557
2022
Q4 		$275K Sell
4,633
-4,137
-47% -$247K ﹤0.01% 1539
2022
Q3 		$461K Buy
+8,770
New +$507K ﹤0.01% 1300

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
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
IA
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
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AE Wealth Management's SYLD Position: Q2 2026 in Review

AE Wealth Management reduced its Cambria Shareholder Yield ETF (SYLD) stake by 3.8% in Q2 2026, selling an estimated $3.6K and leaving 1,172 shares worth $92.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1938.

AE Wealth Management first reported a position in SYLD in Q3 2022 and has held it in 16 quarters since. The position peaked at $573K in Q4 2023. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • AE Wealth Management held 1,172 shares of Cambria Shareholder Yield ETF worth $92.7K as of Q2 2026.
  • AE Wealth Management sold 46 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $3.6K.
  • Cambria Shareholder Yield ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1938 holding.
  • AE Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q3 2022 and has held it in 16 quarters since.
  • AE Wealth Management's Cambria Shareholder Yield ETF position peaked at $573K in Q4 2023.
  • 165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.