Cetera Investment Advisers
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Cetera Investment Advisers’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Cetera Investment Advisers’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 		$18.9M Sell
238,541
-12,248
-5% -$959K 0.02% 793
2026
Q1 		$18.9M Buy
250,789
+11,989
+5% +$896K 0.02% 711
2025
Q4 		$16.6M Sell
238,800
-2,041
-0.8% -$140K 0.02% 744
2025
Q3 		$16.5M Buy
240,841
+82,925
+53% +$5.61M 0.02% 720
2025
Q2 		$10.3M Sell
157,916
-2,595
-2% -$162K 0.02% 816
2025
Q1 		$10.2M Sell
160,511
-3,908
-2% -$265K 0.02% 756
2024
Q4 		$11.3M Buy
164,419
+104,714
+175% +$7.56M 0.02% 665
2024
Q3 		$4.32M Buy
59,705
+4,708
+9% +$329K 0.01% 1077
2024
Q2 		$3.76M Buy
54,997
+7,081
+15% +$495K 0.01% 1159
2024
Q1 		$3.51M Buy
47,916
+28,729
+150% +$1.97M 0.01% 1182
2023
Q4 		$1.3M Buy
19,187
+434
+2% +$27K 0.01% 960
2023
Q3 		$1.16M Buy
+18,753
New +$1.18M 0.01% 977
2023
Q2 		– Sell
-4,328
Closed -$254K – 2296
2023
Q1 		$254K Sell
4,328
-45,407
-91% -$2.81M ﹤0.01% 1804
2022
Q4 		$2.95M Sell
49,735
-397
-0.8% -$23.7K 0.03% 557
2022
Q3 		$2.64M Sell
50,132
-7,714
-13% -$446K 0.05% 375
2022
Q2 		$3.15M Buy
57,846
+1,597
+3% +$97.6K 0.05% 374
2022
Q1 		$3.6M Buy
+56,249
New +$3.59M 0.05% 373

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

Cetera Investment Advisers's SYLD Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Cambria Shareholder Yield ETF (SYLD) stake by 4.9% in Q2 2026, selling an estimated $959K and leaving 238,541 shares worth $18.9M. The position accounts for 0.02% of the portfolio, ranked #793.

Cetera Investment Advisers first reported a position in SYLD in Q1 2022 and has held it in 17 quarters since. The position peaked at $18.9M in Q1 2026. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Cetera Investment Advisers held 238,541 shares of Cambria Shareholder Yield ETF worth $18.9M as of Q2 2026.
  • Cetera Investment Advisers sold 12,248 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $959K.
  • Cambria Shareholder Yield ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #793 holding.
  • Cetera Investment Advisers first reported a position in Cambria Shareholder Yield ETF in Q1 2022 and has held it in 17 quarters since.
  • Cetera Investment Advisers's Cambria Shareholder Yield ETF position peaked at $18.9M in Q1 2026.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.