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Allworth Financial’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Allworth Financial’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 		$102K Buy
1,293
+11
+0.9% +$862 ﹤0.01% 1929
2026
Q1 		$96.7K Buy
1,282
+5
+0.4% +$374 ﹤0.01% 1849
2025
Q4 		$88.8K Buy
1,277
+301
+31% +$20.7K ﹤0.01% 1824
2025
Q3 		$67K Buy
+976
New +$66.1K ﹤0.01% 1919
2025
Q1 		– Sell
-388
Closed -$27.5K – 4175
2024
Q4 		$27.5K Buy
+388
New +$28K ﹤0.01% 1904
2024
Q3 		– Sell
-808
Closed -$56.9K – 3830
2024
Q2 		$56.9K Sell
808
-16
-2% -$1.12K ﹤0.01% 1320
2024
Q1 		$60.4K Buy
824
+699
+559% +$48K ﹤0.01% 1229
2023
Q4 		$8.45K Buy
+125
New +$7.79K ﹤0.01% 2048

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

Allworth Financial's SYLD Position: Q2 2026 in Review

Allworth Financial increased its Cambria Shareholder Yield ETF (SYLD) stake by 0.86% in Q2 2026, buying an estimated $862 and bringing the position to 1,293 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

Allworth Financial first reported a position in SYLD in Q4 2023 and has held it in 8 quarters since. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Allworth Financial held 1,293 shares of Cambria Shareholder Yield ETF worth $102K as of Q2 2026.
  • Allworth Financial bought 11 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $862.
  • Cambria Shareholder Yield ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1929 holding.
  • Allworth Financial first reported a position in Cambria Shareholder Yield ETF in Q4 2023 and has held it in 8 quarters since.
  • 165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.