Carson Wealth (CWM LLC)
SYLD icon

Carson Wealth (CWM LLC)’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Carson Wealth (CWM LLC)’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 		$9.48M Sell
125,688
-11,491
-8% -$859K 0.02% 576
2025
Q4 		$9.54M Sell
137,179
-1,775
-1% -$122K 0.03% 541
2025
Q3 		$9.54M Sell
138,954
-11,356
-8% -$769K 0.03% 485
2025
Q2 		$9.78M Sell
150,310
-103,525
-41% -$6.45M 0.03% 394
2025
Q1 		$16.2M Buy
253,835
+128,891
+103% +$8.73M 0.06% 257
2024
Q4 		$8.55M Buy
124,944
+4,567
+4% +$330K 0.04% 350
2024
Q3 		$8.71M Buy
120,377
+19,173
+19% +$1.34M 0.04% 332
2024
Q2 		$6.91M Buy
101,204
+9,017
+10% +$630K 0.03% 360
2024
Q1 		$6.75M Buy
92,187
+16,099
+21% +$1.11M 0.03% 364
2023
Q4 		$5.14M Buy
76,088
+19,300
+34% +$1.2M 0.03% 394
2023
Q3 		$3.51M Sell
56,788
-3,191
-5% -$200K 0.02% 433
2023
Q2 		$3.67M Sell
59,979
-13,415
-18% -$777K 0.02% 406
2023
Q1 		$4.31M Sell
73,394
-14,130
-16% -$875K 0.03% 350
2022
Q4 		$5.19M Buy
87,524
+7,182
+9% +$429K 0.04% 299
2022
Q3 		$4.23M Buy
80,342
+13,420
+20% +$776K 0.03% 310
2022
Q2 		$3.64M Buy
66,922
+23,267
+53% +$1.42M 0.03% 334
2022
Q1 		$2.79M Sell
43,655
-31,782
-42% -$2.03M 0.02% 367
2021
Q4 		$4.88M Buy
+75,437
New +$4.83M 0.03% 302
2021
Q2 		$4.11M Hold
64,186
– – 0.03% 306
2021
Q1 		$4.11M Hold
64,186
– – 0.03% 306
2020
Q4 		$4.11M Hold
64,186
– – 0.03% 306
2020
Q3 		$4.11M Hold
64,186
– – 0.03% 306
2020
Q2 		$4.11M Hold
64,186
– – 0.03% 306
2020
Q1 		$4.11M Hold
64,186
– – 0.03% 306
2019
Q4 		$4.11M Hold
64,186
– – 0.03% 306
2019
Q3 		$4.11M Hold
64,186
– – 0.03% 306
2019
Q2 		$4.11M Hold
64,186
– – 0.03% 306
2019
Q1 		$4.11M Buy
64,186
+63,602
+10,891% +$2.27M 0.03% 306
2018
Q4 		$19K Buy
584
+352
+152% +$12.6K ﹤0.01% 1162
2018
Q3 		$9K Buy
+232
New +$9.18K ﹤0.01% 1202

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 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 $110B AUM 26.29% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SYLD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Cambria Shareholder Yield ETF (SYLD) stake by 8.4% in Q1 2026, selling an estimated $859K and leaving 125,688 shares worth $9.48M. The position accounts for 0.02% of the portfolio, ranked #576.

Carson Wealth (CWM LLC) first reported a position in SYLD in Q3 2018 and has held it in 30 quarters since. The position peaked at $16.2M in Q1 2025. 167 funds tracked by Wall St. Rank hold SYLD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 125,688 shares of Cambria Shareholder Yield ETF worth $9.48M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 11,491 Cambria Shareholder Yield ETF shares in Q1 2026, an estimated $859K.
  • Cambria Shareholder Yield ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #576 holding.
  • Carson Wealth (CWM LLC) first reported a position in Cambria Shareholder Yield ETF in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Cambria Shareholder Yield ETF position peaked at $16.2M in Q1 2025.
  • 167 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.