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Cauble & Harre Wealth Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Cauble & Harre Wealth Management’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 		$1.58M Sell
20,028
-600
-3% -$47K 1.27% 21
2026
Q1 		$1.61M Buy
20,628
+2,953
+17% +$221K 1.28% 22
2025
Q4 		$1.23M Buy
+17,675
New +$1.21M 1.03% 23

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

Cauble & Harre Wealth Management's SYLD Position: Q2 2026 in Review

Cauble & Harre Wealth Management reduced its Cambria Shareholder Yield ETF (SYLD) stake by 2.9% in Q2 2026, selling an estimated $47K and leaving 20,028 shares worth $1.58M. The position accounts for 1.27% of the portfolio, ranked #21.

Cauble & Harre Wealth Management first reported a position in SYLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.61M in Q1 2026. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Cauble & Harre Wealth Management held 20,028 shares of Cambria Shareholder Yield ETF worth $1.58M as of Q2 2026.
  • Cauble & Harre Wealth Management sold 600 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $47K.
  • Cambria Shareholder Yield ETF made up 1.27% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Cauble & Harre Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • Cauble & Harre Wealth Management's Cambria Shareholder Yield ETF position peaked at $1.61M in Q1 2026.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.