CJ
SYLD icon

Caitlin John’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Caitlin John’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 		$5.93K Hold
75
– – ﹤0.01% 661
2026
Q1 		$5.66K Hold
75
– – ﹤0.01% 604
2025
Q4 		$5.21K Hold
75
– – ﹤0.01% 628
2025
Q3 		$5.15K Buy
+75
New +$5.08K ﹤0.01% 588
2025
Q1 		– Sell
-75
Closed -$5.13K – 721
2024
Q4 		$5.13K Hold
75
– – ﹤0.01% 565
2024
Q3 		$5.52K Sell
75
-169
-69% -$11.8K ﹤0.01% 558
2024
Q2 		$16.7K Hold
244
– – 0.01% 372
2024
Q1 		$17.9K Hold
244
– – 0.01% 376
2023
Q4 		$16.5K Buy
+244
New +$15.2K 0.01% 358

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

Caitlin John's SYLD Position: Q2 2026 in Review

Caitlin John held its Cambria Shareholder Yield ETF (SYLD) position steady in Q2 2026 at 75 shares worth $5.93K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Caitlin John first reported a position in SYLD in Q4 2023 and has held it in 9 quarters since. The position peaked at $17.9K in Q1 2024. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Caitlin John held 75 shares of Cambria Shareholder Yield ETF worth $5.93K as of Q2 2026.
  • Caitlin John left its Cambria Shareholder Yield ETF share count unchanged in Q2 2026.
  • Cambria Shareholder Yield ETF made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #661 holding.
  • Caitlin John first reported a position in Cambria Shareholder Yield ETF in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's Cambria Shareholder Yield ETF position peaked at $17.9K in Q1 2024.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.