AssetMark Inc’s Cambria Shareholder Yield ETF SYLD Stock Holding History

AssetMark Inc’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	$52K	Buy	657 +361	+122%	+$28.3K	﹤0.01%	1820
2026 Q1	$22.3K	Buy	+296	New	+$22.1K	﹤0.01%	2013
2025 Q3	–	Sell	-82	Closed	-$5.33K	–	3259
2025 Q2	$5.33K	Buy	+82	New	+$5.11K	﹤0.01%	2118
2024 Q1	–	Sell	-1,920	Closed	-$130K	–	2108
2023 Q4	$130K	Buy	+1,920	New	+$120K	﹤0.01%	993

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

AFFA

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 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

AssetMark Inc's SYLD Position: Q2 2026 in Review

AssetMark Inc increased its Cambria Shareholder Yield ETF (SYLD) stake by 122% in Q2 2026, buying an estimated $28.3K and bringing the position to 657 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #1820.

AssetMark Inc first reported a position in SYLD in Q4 2023 and has held it in 4 quarters since. The position peaked at $130K in Q4 2023. 74 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

AssetMark Inc held 657 shares of Cambria Shareholder Yield ETF worth $52K as of Q2 2026.
AssetMark Inc bought 361 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $28.3K.
Cambria Shareholder Yield ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1820 holding.
AssetMark Inc first reported a position in Cambria Shareholder Yield ETF in Q4 2023 and has held it in 4 quarters since.
AssetMark Inc's Cambria Shareholder Yield ETF position peaked at $130K in Q4 2023.
74 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.