Corient Private Wealth
SYLD icon

Corient Private Wealth’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Corient Private Wealth’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 		$423K Buy
+5,353
New +$419K ﹤0.01% 2351
2026
Q1 		– Sell
-5,524
Closed -$384K – 2981
2025
Q4 		$384K Hold
5,524
– – ﹤0.01% 2016
2025
Q3 		$379K Hold
5,524
– – ﹤0.01% 1973
2025
Q2 		$359K Buy
+5,524
New +$344K ﹤0.01% 1893

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

Corient Private Wealth's SYLD Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Cambria Shareholder Yield ETF (SYLD) in Q2 2026: 5,353 shares worth $423K. The stake represents ﹤0.01% of the portfolio and ranks #2351 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in SYLD as recently as Q4 2025.

Corient Private Wealth first reported a position in SYLD in Q2 2025 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Corient Private Wealth held 5,353 shares of Cambria Shareholder Yield ETF worth $423K as of Q2 2026.
  • Cambria Shareholder Yield ETF was a new Corient Private Wealth position in Q2 2026.
  • Cambria Shareholder Yield ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2351 holding.
  • Corient Private Wealth first reported a position in Cambria Shareholder Yield ETF in Q2 2025 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

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