ALM First Financial Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

ALM First Financial Advisors’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	$14.1M	Sell	177,700 -91,078	-34%	-$7.13M	2.37%	11
2026 Q1	$19.3M	Buy	268,778 +32,492	+14%	+$2.43M	3.45%	7
2025 Q4	$15.5M	Hold	236,286	–	–	3.07%	8
2025 Q3	$15.3M	Hold	236,286	–	–	3.09%	7
2025 Q2	$14.5M	Hold	236,286	–	–	3.13%	7
2025 Q1	$14.2M	Buy	236,286 +26,519	+13%	+$1.8M	3.25%	7
2024 Q4	$13.4M	Buy	209,767 +9,767	+5%	+$705K	3.18%	7
2024 Q3	$13.5M	Hold	200,000	–	–	3.36%	7
2024 Q2	$13.7M	Hold	200,000	–	–	3.93%	7
2024 Q1	$14.7M	Hold	200,000	–	–	4.06%	7
2023 Q4	$13.5M	Hold	200,000	–	–	3.94%	7
2023 Q3	$12.4M	Hold	200,000	–	–	3.7%	7
2023 Q2	$12.2M	Hold	200,000	–	–	3.59%	7
2023 Q1	$11.7M	Hold	200,000	–	–	3.66%	7
2022 Q4	$11.9M	Buy	+200,000	New	+$11.9M	3.79%	7

Other funds holding SYLD

RWP

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

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

OCG

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ALM First Financial Advisors's SYLD Position: Q2 2026 in Review

ALM First Financial Advisors reduced its Cambria Shareholder Yield ETF (SYLD) stake by 34% in Q2 2026, selling an estimated $7.13M and leaving 177,700 shares worth $14.1M. The position accounts for 2.37% of the portfolio, ranked #11.

ALM First Financial Advisors first reported a position in SYLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.3M in Q1 2026. 74 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

ALM First Financial Advisors held 177,700 shares of Cambria Shareholder Yield ETF worth $14.1M as of Q2 2026.
ALM First Financial Advisors sold 91,078 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $7.13M.
Cambria Shareholder Yield ETF made up 2.37% of ALM First Financial Advisors's portfolio in Q2 2026, its #11 holding.
ALM First Financial Advisors first reported a position in Cambria Shareholder Yield ETF in Q4 2022 and has held it in 15 quarters since.
ALM First Financial Advisors's Cambria Shareholder Yield ETF position peaked at $19.3M in Q1 2026.
74 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on ALM First Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.