CFS Investment Advisory Services’s Cambria Shareholder Yield ETF SYLD Stock Holding History

CFS Investment Advisory Services’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	$963K	Buy	12,004 +2,401	+25%	+$188K	0.06%	196
2026 Q1	$749K	Buy	9,603 +5,047	+111%	+$377K	0.05%	216
2025 Q4	$317K	Buy	4,556 +75	+2%	+$5.15K	0.02%	284
2025 Q3	$307K	Buy	4,481 +74	+2%	+$5.01K	0.02%	285
2025 Q2	$287K	Buy	+4,407	New	+$274K	0.02%	279
2025 Q1	–	Sell	-4,945	Closed	-$339K	–	318
2024 Q4	$339K	Hold	4,945	–	–	0.03%	242
2024 Q3	$358K	Hold	4,945	–	–	0.03%	229
2024 Q2	$338K	Buy	+4,945	New	+$346K	0.03%	210

Other funds holding SYLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CFS Investment Advisory Services's SYLD Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Cambria Shareholder Yield ETF (SYLD) stake by 25% in Q2 2026, buying an estimated $188K and bringing the position to 12,004 shares worth $963K. The position accounts for 0.06% of the portfolio, ranked #196.

CFS Investment Advisory Services first reported a position in SYLD in Q2 2024 and has held it in 8 quarters since. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

CFS Investment Advisory Services held 12,004 shares of Cambria Shareholder Yield ETF worth $963K as of Q2 2026.
CFS Investment Advisory Services bought 2,401 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $188K.
Cambria Shareholder Yield ETF made up 0.06% of CFS Investment Advisory Services's portfolio in Q2 2026, its #196 holding.
CFS Investment Advisory Services first reported a position in Cambria Shareholder Yield ETF in Q2 2024 and has held it in 8 quarters since.
165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.