CAM
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Costello Asset Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Costello Asset 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 		$1.8K Hold
23
– – ﹤0.01% 664
2026
Q1 		$1.71K Hold
23
– – ﹤0.01% 635
2025
Q4 		$1.57K Hold
23
– – ﹤0.01% 649
2025
Q3 		$1.55K Buy
23
+1
+5% +$68 ﹤0.01% 620
2025
Q2 		$1.46K Hold
22
– – ﹤0.01% 641
2025
Q1 		$1.42K Buy
+22
New +$1.49K ﹤0.01% 626

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

Costello Asset Management's SYLD Position: Q2 2026 in Review

Costello Asset Management held its Cambria Shareholder Yield ETF (SYLD) position steady in Q2 2026 at 23 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Costello Asset Management first reported a position in SYLD in Q1 2025 and has held it in 6 quarters since. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Costello Asset Management held 23 shares of Cambria Shareholder Yield ETF worth $1.8K as of Q2 2026.
  • Costello Asset Management left its Cambria Shareholder Yield ETF share count unchanged in Q2 2026.
  • Cambria Shareholder Yield ETF made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #664 holding.
  • Costello Asset Management first reported a position in Cambria Shareholder Yield ETF in Q1 2025 and has held it in 6 quarters since.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.