CJ
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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Caitlin John's SYLD Position: Q1 2026 in Review

Caitlin John held its Cambria Shareholder Yield ETF (SYLD) position steady in Q1 2026 at 75 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Caitlin John first reported a position in SYLD in Q4 2023 and has held it in 8 quarters since. The position peaked at $17.9K in Q1 2024. 167 funds tracked by Wall St. Rank hold SYLD as of Q1 2026.

  • Caitlin John held 75 shares of Cambria Shareholder Yield ETF worth $5.66K as of Q1 2026.
  • Caitlin John left its Cambria Shareholder Yield ETF share count unchanged in Q1 2026.
  • Cambria Shareholder Yield ETF made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #604 holding.
  • Caitlin John first reported a position in Cambria Shareholder Yield ETF in Q4 2023 and has held it in 8 quarters since.
  • Caitlin John's Cambria Shareholder Yield ETF position peaked at $17.9K in Q1 2024.
  • 167 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.