CWM
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Comprehensive Wealth Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Comprehensive 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 		$1.29M Buy
16,259
+9,770
+151% +$765K 0.59% 34
2026
Q1 		$489K Sell
6,489
-540
-8% -$40.4K 0.25% 37
2025
Q4 		$489K Buy
7,029
+195
+3% +$13.4K 0.29% 37
2025
Q3 		$469K Sell
6,834
-109
-2% -$7.38K 0.33% 35
2025
Q2 		$452K Sell
6,943
-5,674
-45% -$353K 0.36% 35
2025
Q1 		$805K Buy
12,617
+2,388
+23% +$162K 0.56% 26
2024
Q4 		$700K Buy
10,229
+733
+8% +$52.9K 0.52% 22
2024
Q3 		$687K Buy
9,496
+661
+7% +$46.2K 0.45% 19
2024
Q2 		$603K Buy
8,835
+1,645
+23% +$115K 0.44% 18
2024
Q1 		$527K Buy
7,190
+41
+0.6% +$2.81K 0.41% 21
2023
Q4 		$483K Sell
7,149
-471
-6% -$29.3K 0.44% 25
2023
Q3 		$471K Buy
7,620
+193
+3% +$12.1K 0.44% 25
2023
Q2 		$454K Buy
7,427
+393
+6% +$22.8K 0.39% 29
2023
Q1 		$413K Sell
7,034
-405
-5% -$25.1K 0.34% 30
2022
Q4 		$441K Buy
7,439
+407
+6% +$24.3K 0.41% 22
2022
Q3 		$370K Buy
7,032
+266
+4% +$15.4K 0.37% 24
2022
Q2 		$368K Buy
6,766
+2,011
+42% +$123K 0.32% 23
2022
Q1 		$304K Buy
+4,755
New +$304K 0.31% 26

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

Comprehensive Wealth Management's SYLD Position: Q2 2026 in Review

Comprehensive Wealth Management increased its Cambria Shareholder Yield ETF (SYLD) stake by 151% in Q2 2026, buying an estimated $765K and bringing the position to 16,259 shares worth $1.29M. The position accounts for 0.59% of the portfolio, ranked #34.

Comprehensive Wealth Management first reported a position in SYLD in Q1 2022 and has held it in 18 quarters since. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Comprehensive Wealth Management held 16,259 shares of Cambria Shareholder Yield ETF worth $1.29M as of Q2 2026.
  • Comprehensive Wealth Management bought 9,770 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $765K.
  • Cambria Shareholder Yield ETF made up 0.59% of Comprehensive Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Comprehensive Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q1 2022 and has held it in 18 quarters since.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Comprehensive Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.