Avior Wealth Management
SYLD icon

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
Q3 		$338K Sell
4,191
-69
-2% -$5.79K 0.01% 626
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 		$9.8M 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

Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Verum Partners
Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
DKM Wealth Management
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
ALM First Financial Advisors
ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.08B AUM 11.73% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Avior Wealth Management's SYLD Position: Q3 2026 in Review

Avior Wealth Management reduced its Cambria Shareholder Yield ETF (SYLD) stake by 1.6% in Q3 2026, selling an estimated $5.79K and leaving 4,191 shares worth $338K. 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 17 quarters since. The position peaked at $11.4M in Q4 2023. 58 funds tracked by Wall St. Rank hold SYLD as of Q3 2026.

  • Avior Wealth Management held 4,191 shares of Cambria Shareholder Yield ETF worth $338K as of Q3 2026.
  • Avior Wealth Management sold 69 Cambria Shareholder Yield ETF shares in Q3 2026, an estimated $5.79K.
  • Cambria Shareholder Yield ETF made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #626 holding.
  • Avior Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q3 2022 and has held it in 17 quarters since.
  • Avior Wealth Management's Cambria Shareholder Yield ETF position peaked at $11.4M in Q4 2023.
  • 58 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.