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Atomi Financial Group’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Atomi Financial Group’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 		$17.2M Buy
216,923
+15,539
+8% +$1.22M 0.45% 49
2026
Q1 		$15.2M Sell
201,384
-76,425
-28% -$5.71M 0.47% 46
2025
Q4 		$19.3M Buy
277,809
+13,825
+5% +$950K 0.57% 35
2025
Q3 		$18.1M Buy
263,984
+27,274
+12% +$1.85M 0.59% 34
2025
Q2 		$15.4M Buy
236,710
+18,060
+8% +$1.12M 0.58% 33
2025
Q1 		$13.9M Buy
218,650
+32,319
+17% +$2.19M 0.64% 33
2024
Q4 		$12.8M Buy
186,331
+46,702
+33% +$3.37M 0.64% 33
2024
Q3 		$10.1M Buy
139,629
+39,195
+39% +$2.74M 0.63% 32
2024
Q2 		$6.86M Buy
100,434
+34,262
+52% +$2.4M 0.51% 39
2024
Q1 		$4.85M Buy
66,172
+39,842
+151% +$2.74M 0.45% 44
2023
Q4 		$1.78M Buy
26,330
+2,944
+13% +$183K 0.25% 86
2023
Q3 		$1.45M Buy
23,386
+1,419
+6% +$88.9K 0.48% 53
2023
Q2 		$1.34M Sell
21,967
-17,824
-45% -$1.03M 0.61% 35
2023
Q1 		$2.34M Buy
+39,791
New +$2.46M 1.3% 13

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

Atomi Financial Group's SYLD Position: Q2 2026 in Review

Atomi Financial Group increased its Cambria Shareholder Yield ETF (SYLD) stake by 7.7% in Q2 2026, buying an estimated $1.22M and bringing the position to 216,923 shares worth $17.2M. The position accounts for 0.45% of the portfolio, ranked #49.

Atomi Financial Group first reported a position in SYLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $19.3M in Q4 2025. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Atomi Financial Group held 216,923 shares of Cambria Shareholder Yield ETF worth $17.2M as of Q2 2026.
  • Atomi Financial Group bought 15,539 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $1.22M.
  • Cambria Shareholder Yield ETF made up 0.45% of Atomi Financial Group's portfolio in Q2 2026, its #49 holding.
  • Atomi Financial Group first reported a position in Cambria Shareholder Yield ETF in Q1 2023 and has held it in 14 quarters since.
  • Atomi Financial Group's Cambria Shareholder Yield ETF position peaked at $19.3M in Q4 2025.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.