AP
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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
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

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

Aspect Partners's SYLD Position: Q2 2026 in Review

Aspect Partners reduced its Cambria Shareholder Yield ETF (SYLD) stake by 2% in Q2 2026, selling an estimated $39.9K and leaving 25,374 shares worth $2.01M. The position accounts for 0.75% of the portfolio, ranked #25.

Aspect Partners first reported a position in SYLD in Q4 2023 and has held it in 11 quarters since. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Aspect Partners held 25,374 shares of Cambria Shareholder Yield ETF worth $2.01M as of Q2 2026.
  • Aspect Partners sold 509 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $39.9K.
  • Cambria Shareholder Yield ETF made up 0.75% of Aspect Partners's portfolio in Q2 2026, its #25 holding.
  • Aspect Partners first reported a position in Cambria Shareholder Yield ETF in Q4 2023 and has held it in 11 quarters since.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.