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Beacon Financial Advisory’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Beacon Financial Advisory’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 		$239K Sell
3,023
-256
-8% -$20.1K 0.05% 383
2026
Q1 		$247K Sell
3,279
-66
-2% -$4.93K 0.06% 350
2025
Q4 		$233K Sell
3,345
-829
-20% -$56.9K 0.05% 343
2025
Q3 		$287K Sell
4,174
-1,054
-20% -$71.4K 0.07% 301
2025
Q2 		$340K Sell
5,228
-438
-8% -$27.3K 0.09% 258
2025
Q1 		$362K Sell
5,666
-46
-0.8% -$3.12K 0.11% 207
2024
Q4 		$391K Buy
5,712
+18
+0.3% +$1.3K 0.13% 190
2024
Q3 		$412K Sell
5,694
-800
-12% -$55.9K 0.14% 179
2024
Q2 		$443K Buy
6,494
+2,289
+54% +$160K 0.17% 160
2024
Q1 		$308K Buy
4,205
+38
+0.9% +$2.61K 0.15% 178
2023
Q4 		$282K Buy
4,167
+176
+4% +$11K 0.14% 192
2023
Q3 		$247K Buy
3,991
+80
+2% +$5.01K 0.14% 193
2023
Q2 		$239K Buy
+3,911
New +$226K 0.14% 189

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

Beacon Financial Advisory's SYLD Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Cambria Shareholder Yield ETF (SYLD) stake by 7.8% in Q2 2026, selling an estimated $20.1K and leaving 3,023 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #383.

Beacon Financial Advisory first reported a position in SYLD in Q2 2023 and has held it in 13 quarters since. The position peaked at $443K in Q2 2024. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Beacon Financial Advisory held 3,023 shares of Cambria Shareholder Yield ETF worth $239K as of Q2 2026.
  • Beacon Financial Advisory sold 256 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $20.1K.
  • Cambria Shareholder Yield ETF made up 0.05% of Beacon Financial Advisory's portfolio in Q2 2026, its #383 holding.
  • Beacon Financial Advisory first reported a position in Cambria Shareholder Yield ETF in Q2 2023 and has held it in 13 quarters since.
  • Beacon Financial Advisory's Cambria Shareholder Yield ETF position peaked at $443K in Q2 2024.
  • 165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.