Arkadios Wealth Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Arkadios Wealth 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	$11.4M	Buy	143,703 +7,116	+5%	+$557K	0.17%	132
2026 Q1	$10.3M	Buy	136,587 +4,988	+4%	+$373K	0.17%	138
2025 Q4	$9.15M	Buy	131,599 +9,446	+8%	+$649K	0.18%	124
2025 Q3	$8.39M	Buy	122,153 +9,253	+8%	+$627K	0.2%	111
2025 Q2	$7.34M	Buy	112,900 +24,806	+28%	+$1.54M	0.22%	104
2025 Q1	$5.62M	Buy	+88,094	New	+$5.97M	0.21%	110
2021 Q3	–	Sell	-218	Closed	-$14K	–	2049
2021 Q2	$14K	Hold	218	–	–	﹤0.01%	1436
2021 Q1	$13K	Buy	218 +2	+0.9%	+$111	﹤0.01%	1112
2020 Q4	$9K	Buy	+216	New	+$8.63K	﹤0.01%	1002

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

Arkadios Wealth Advisors's SYLD Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Cambria Shareholder Yield ETF (SYLD) stake by 5.2% in Q2 2026, buying an estimated $557K and bringing the position to 143,703 shares worth $11.4M. The position accounts for 0.17% of the portfolio, ranked #132.

Arkadios Wealth Advisors first reported a position in SYLD in Q4 2020 and has held it in 9 quarters since. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

Arkadios Wealth Advisors held 143,703 shares of Cambria Shareholder Yield ETF worth $11.4M as of Q2 2026.
Arkadios Wealth Advisors bought 7,116 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $557K.
Cambria Shareholder Yield ETF made up 0.17% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #132 holding.
Arkadios Wealth Advisors first reported a position in Cambria Shareholder Yield ETF in Q4 2020 and has held it in 9 quarters since.
166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.