Capital Advisors Ltd
SYLD icon

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
Q3 		$342K Sell
4,250
-1,100
-21% -$92.3K 0.03% 231
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

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
Rothschild Investment LLC
Rothschild Investment LLC Chicago, Illinois $2.69B AUM 27.79% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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 $3.9B AUM 21.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return

Capital Advisors Ltd's SYLD Position: Q3 2026 in Review

Capital Advisors Ltd reduced its Cambria Shareholder Yield ETF (SYLD) stake by 21% in Q3 2026, selling an estimated $92.3K and leaving 4,250 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #231.

Capital Advisors Ltd first reported a position in SYLD in Q3 2021 and has held it in 21 quarters since. The position peaked at $423K in Q2 2026. 113 funds tracked by Wall St. Rank hold SYLD as of Q3 2026.

  • Capital Advisors Ltd held 4,250 shares of Cambria Shareholder Yield ETF worth $342K as of Q3 2026.
  • Capital Advisors Ltd sold 1,100 Cambria Shareholder Yield ETF shares in Q3 2026, an estimated $92.3K.
  • Cambria Shareholder Yield ETF made up 0.03% of Capital Advisors Ltd's portfolio in Q3 2026, its #231 holding.
  • Capital Advisors Ltd first reported a position in Cambria Shareholder Yield ETF in Q3 2021 and has held it in 21 quarters since.
  • Capital Advisors Ltd's Cambria Shareholder Yield ETF position peaked at $423K in Q2 2026.
  • 113 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.