Aspect Partners
SYLD icon

Aspect Partners’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Aspect Partners’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
Q3 		$2.21M Buy
27,440
+2,066
+8% +$173K 0.84% 25
2026
Q2 		$2.01M Sell
25,374
-509
-2% -$39.9K 0.75% 25
2026
Q1 		$1.95M Buy
25,883
+849
+3% +$63.5K 0.8% 25
2025
Q4 		$1.74M Buy
25,034
+4,395
+21% +$302K 0.76% 26
2025
Q3 		$1.42M Buy
20,639
+1,129
+6% +$76.4K 0.64% 28
2025
Q2 		$1.27M Buy
19,510
+3,495
+22% +$218K 0.63% 28
2025
Q1 		$1.02M Sell
16,015
-2,237
-12% -$152K 0.59% 28
2024
Q4 		$1.25M Sell
18,252
-317
-2% -$22.9K 0.72% 26
2024
Q3 		$1.34M Buy
18,569
+42
+0.2% +$2.93K 0.75% 25
2024
Q2 		$1.27M Buy
18,527
+1,572
+9% +$110K 0.75% 26
2024
Q1 		$1.24M Buy
16,955
+744
+5% +$51.1K 0.98% 21
2023
Q4 		$1.1M Buy
+16,211
New +$1.01M 0.71% 23

Other funds holding SYLD

Verum Partners
Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
DKM Wealth Management
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
ALM First Financial Advisors
ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sherman Wealth Management
Sherman Wealth Management Gaithersburg, Maryland $141M AUM 16.41% 1-Year Est. Return
Longview Financial Advisors
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

Aspect Partners's SYLD Position: Q3 2026 in Review

Aspect Partners increased its Cambria Shareholder Yield ETF (SYLD) stake by 8.1% in Q3 2026, buying an estimated $173K and bringing the position to 27,440 shares worth $2.21M. The position accounts for 0.84% of the portfolio, ranked #25.

Aspect Partners first reported a position in SYLD in Q4 2023 and has held it in 12 quarters since. 37 funds tracked by Wall St. Rank hold SYLD as of Q3 2026.

  • Aspect Partners held 27,440 shares of Cambria Shareholder Yield ETF worth $2.21M as of Q3 2026.
  • Aspect Partners bought 2,066 Cambria Shareholder Yield ETF shares in Q3 2026, an estimated $173K.
  • Cambria Shareholder Yield ETF made up 0.84% of Aspect Partners's portfolio in Q3 2026, its #25 holding.
  • Aspect Partners first reported a position in Cambria Shareholder Yield ETF in Q4 2023 and has held it in 12 quarters since.
  • 37 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.