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Atlas Wealth’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Atlas Wealth’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 		$12M Buy
151,606
+18,275
+14% +$1.43M 1.71% 15
2026
Q1 		$10.1M Buy
133,331
+11,604
+10% +$867K 3.01% 9
2025
Q4 		$8.46M Buy
121,727
+8,910
+8% +$612K 2.57% 11
2025
Q3 		$7.75M Buy
112,817
+58,282
+107% +$3.95M 2.5% 13
2025
Q2 		$3.64M Buy
+54,535
New +$3.4M 1.33% 26

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

Atlas Wealth's SYLD Position: Q2 2026 in Review

Atlas Wealth increased its Cambria Shareholder Yield ETF (SYLD) stake by 14% in Q2 2026, buying an estimated $1.43M and bringing the position to 151,606 shares worth $12M. The position accounts for 1.71% of the portfolio, ranked #15.

Atlas Wealth first reported a position in SYLD in Q2 2025 and has held it in 5 quarters since. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Atlas Wealth held 151,606 shares of Cambria Shareholder Yield ETF worth $12M as of Q2 2026.
  • Atlas Wealth bought 18,275 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $1.43M.
  • Cambria Shareholder Yield ETF made up 1.71% of Atlas Wealth's portfolio in Q2 2026, its #15 holding.
  • Atlas Wealth first reported a position in Cambria Shareholder Yield ETF in Q2 2025 and has held it in 5 quarters since.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.