Beacon Financial Advisory
SYLD icon

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
Q3 		$245K Buy
3,036
+13
+0.4% +$1.09K 0.05% 375
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

Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Opus Capital Group
Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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
UAG
United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

Beacon Financial Advisory's SYLD Position: Q3 2026 in Review

Beacon Financial Advisory increased its Cambria Shareholder Yield ETF (SYLD) stake by 0.43% in Q3 2026, buying an estimated $1.09K and bringing the position to 3,036 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #375.

Beacon Financial Advisory first reported a position in SYLD in Q2 2023 and has held it in 14 quarters since. The position peaked at $443K in Q2 2024. 97 funds tracked by Wall St. Rank hold SYLD as of Q3 2026.

  • Beacon Financial Advisory held 3,036 shares of Cambria Shareholder Yield ETF worth $245K as of Q3 2026.
  • Beacon Financial Advisory bought 13 Cambria Shareholder Yield ETF shares in Q3 2026, an estimated $1.09K.
  • Cambria Shareholder Yield ETF made up 0.05% of Beacon Financial Advisory's portfolio in Q3 2026, its #375 holding.
  • Beacon Financial Advisory first reported a position in Cambria Shareholder Yield ETF in Q2 2023 and has held it in 14 quarters since.
  • Beacon Financial Advisory's Cambria Shareholder Yield ETF position peaked at $443K in Q2 2024.
  • 97 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.