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Belpointe Asset Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Belpointe Asset 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 		$1.92M Buy
24,276
+1,949
+9% +$153K 0.06% 290
2026
Q1 		$1.68M Buy
22,327
+1,607
+8% +$120K 0.06% 288
2025
Q4 		$1.44M Sell
20,720
-5,578
-21% -$383K 0.05% 312
2025
Q3 		$1.81M Buy
26,298
+8,729
+50% +$591K 0.07% 243
2025
Q2 		$1.14M Buy
17,569
+5,001
+40% +$311K 0.05% 321
2025
Q1 		$802K Sell
12,568
-889
-7% -$60.2K 0.04% 401
2024
Q4 		$966K Sell
13,457
-1,067
-7% -$77K 0.06% 323
2024
Q3 		$1.05M Buy
14,524
+2,324
+19% +$162K 0.06% 298
2024
Q2 		$833K Buy
12,200
+5,274
+76% +$369K 0.06% 315
2024
Q1 		$508K Buy
6,926
+3,861
+126% +$265K 0.04% 431
2023
Q4 		$207K Buy
+3,065
New +$191K 0.02% 654
2023
Q2 		– Sell
-12,727
Closed -$747K – 3063
2023
Q1 		$747K Buy
12,727
+4,153
+48% +$257K 0.04% 413
2022
Q4 		$509K Buy
8,574
+3,751
+78% +$224K 0.03% 532
2022
Q3 		$254K Buy
4,823
+58
+1% +$3.35K 0.02% 742
2022
Q2 		$259K Buy
4,765
+2,190
+85% +$134K 0.02% 729
2022
Q1 		$165K Sell
2,575
-32
-1% -$2.04K 0.01% 984
2021
Q4 		$168K Buy
2,607
+235
+10% +$15K 0.01% 965
2021
Q3 		$143K Buy
+2,372
New +$146K 0.01% 1002

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

Belpointe Asset Management's SYLD Position: Q2 2026 in Review

Belpointe Asset Management increased its Cambria Shareholder Yield ETF (SYLD) stake by 8.7% in Q2 2026, buying an estimated $153K and bringing the position to 24,276 shares worth $1.92M. The position accounts for 0.06% of the portfolio, ranked #290.

Belpointe Asset Management first reported a position in SYLD in Q3 2021 and has held it in 18 quarters since. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Belpointe Asset Management held 24,276 shares of Cambria Shareholder Yield ETF worth $1.92M as of Q2 2026.
  • Belpointe Asset Management bought 1,949 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $153K.
  • Cambria Shareholder Yield ETF made up 0.06% of Belpointe Asset Management's portfolio in Q2 2026, its #290 holding.
  • Belpointe Asset Management first reported a position in Cambria Shareholder Yield ETF in Q3 2021 and has held it in 18 quarters since.
  • 165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.