Avior Wealth Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Avior Wealth Management’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	$337K	Sell	4,260 -231	-5%	-$18.1K	0.01%	626
2026 Q1	$339K	Sell	4,491 -61	-1%	-$4.56K	0.01%	651
2025 Q4	$316K	Sell	4,552 -262	-5%	-$18K	0.01%	598
2025 Q3	$331K	Buy	4,814 +195	+4%	+$13.2K	0.01%	565
2025 Q2	$300K	Hold	4,619	–	–	0.01%	572
2025 Q1	$295K	Sell	4,619 -226	-5%	-$15.3K	0.01%	550
2024 Q4	$332K	Sell	4,845 -197	-4%	-$14.2K	0.01%	568
2024 Q3	$365K	Sell	5,042 -13,882	-73%	-$970K	0.01%	536
2024 Q2	$1.29M	Sell	18,924 -89,743	-83%	-$6.27M	0.06%	225
2024 Q1	$7.96M	Sell	108,667 -59,972	-36%	-$4.12M	0.37%	53
2023 Q4	$11.4M	Sell	168,639 -5,056	-3%	-$315K	0.69%	32
2023 Q3	$10.7M	Buy	173,695 +6,723	+4%	+$421K	0.73%	31
2023 Q2	$10.2M	Sell	166,972 -588	-0.4%	-$34K	0.66%	32
2023 Q1	$9.84M	Sell	167,560 -2,121	-1%	-$131K	0.67%	32
2022 Q4	$10.1M	Sell	169,681 -29,848	-15%	-$1.78M	0.76%	31
2022 Q3	$10.5M	Buy	+199,529	New	+$11.5M	0.87%	27

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

Avior Wealth Management's SYLD Position: Q2 2026 in Review

Avior Wealth Management reduced its Cambria Shareholder Yield ETF (SYLD) stake by 5.1% in Q2 2026, selling an estimated $18.1K and leaving 4,260 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #626.

Avior Wealth Management first reported a position in SYLD in Q3 2022 and has held it in 16 quarters since. The position peaked at $11.4M in Q4 2023. 67 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

Avior Wealth Management held 4,260 shares of Cambria Shareholder Yield ETF worth $337K as of Q2 2026.
Avior Wealth Management sold 231 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $18.1K.
Cambria Shareholder Yield ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #626 holding.
Avior Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q3 2022 and has held it in 16 quarters since.
Avior Wealth Management's Cambria Shareholder Yield ETF position peaked at $11.4M in Q4 2023.
67 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.