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Capital Advisors Ltd’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Capital Advisors Ltd’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 		$423K Hold
5,350
– – 0.04% 208
2026
Q1 		$403K Hold
5,350
– – 0.05% 197
2025
Q4 		$372K Hold
5,350
– – 0.04% 212
2025
Q3 		$367K Hold
5,350
– – 0.04% 205
2025
Q2 		$348K Buy
5,350
+142
+3% +$8.84K 0.04% 204
2025
Q1 		$332K Buy
5,208
+2
+0% +$135 0.04% 204
2024
Q4 		$356K Buy
5,206
+1
+0% +$72 0.04% 200
2024
Q3 		$377K Buy
5,205
+1
+0% +$70 0.05% 192
2024
Q2 		$355K Buy
5,204
+2
+0% +$140 0.05% 194
2024
Q1 		$381K Buy
5,202
+1
+0% +$69 0.05% 186
2023
Q4 		$351K Buy
5,201
+1
+0% +$62 0.05% 187
2023
Q3 		$322K Buy
5,200
+121
+2% +$7.58K 0.05% 189
2023
Q2 		$311K Hold
5,079
– – 0.05% 199
2023
Q1 		$298K Buy
5,079
+2
+0% +$124 0.05% 185
2022
Q4 		$301K Buy
5,077
+1
+0% +$60 0.05% 182
2022
Q3 		$267K Hold
5,076
– – 0.05% 191
2022
Q2 		$276K Buy
5,076
+4,914
+3,033% +$300K 0.05% 185
2022
Q1 		$10K Hold
162
– – ﹤0.01% 529
2021
Q4 		$10K Hold
162
– – ﹤0.01% 525
2021
Q3 		$10K Buy
+162
New +$10K ﹤0.01% 438

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

Capital Advisors Ltd's SYLD Position: Q2 2026 in Review

Capital Advisors Ltd held its Cambria Shareholder Yield ETF (SYLD) position steady in Q2 2026 at 5,350 shares worth $423K. The position accounts for 0.04% of the portfolio, ranked #208.

Capital Advisors Ltd first reported a position in SYLD in Q3 2021 and has held it in 20 quarters since. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Capital Advisors Ltd held 5,350 shares of Cambria Shareholder Yield ETF worth $423K as of Q2 2026.
  • Capital Advisors Ltd left its Cambria Shareholder Yield ETF share count unchanged in Q2 2026.
  • Cambria Shareholder Yield ETF made up 0.04% of Capital Advisors Ltd's portfolio in Q2 2026, its #208 holding.
  • Capital Advisors Ltd first reported a position in Cambria Shareholder Yield ETF in Q3 2021 and has held it in 20 quarters since.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.