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COWA LLC’s Cambria Shareholder Yield ETF SYLD Stock Holding History

COWA LLC’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 		$1.09M Sell
13,805
-907
-6% -$71K 0.27% 57
2026
Q1 		$1.11M Sell
14,712
-183
-1% -$13.7K 0.3% 56
2025
Q4 		$1.04M Buy
14,895
+749
+5% +$51.4K 0.32% 49
2025
Q3 		$971K Buy
14,146
+5,804
+70% +$393K 0.32% 54
2025
Q2 		$542K Sell
8,342
-92
-1% -$5.73K 0.21% 82
2025
Q1 		$538K Buy
8,434
+2,639
+46% +$179K 0.23% 79
2024
Q4 		$397K Buy
5,795
+1,198
+26% +$86.5K 0.18% 94
2024
Q3 		$333K Buy
4,597
+200
+5% +$14K 0.16% 98
2024
Q2 		$300K Buy
+4,397
New +$307K 0.16% 95
2022
Q4 		– Sell
-243
Closed -$13K – 299
2022
Q3 		$13K Sell
243
-6,135
-96% -$355K 0.01% 275
2022
Q2 		$347K Buy
6,378
+482
+8% +$29.5K 0.2% 92
2022
Q1 		$377K Buy
5,896
+6
+0.1% +$383 0.19% 91
2021
Q4 		$381K Buy
5,890
+2,001
+51% +$128K 0.19% 85
2021
Q3 		$234K Buy
+3,889
New +$240K 0.13% 120

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

COWA LLC's SYLD Position: Q2 2026 in Review

COWA LLC reduced its Cambria Shareholder Yield ETF (SYLD) stake by 6.2% in Q2 2026, selling an estimated $71K and leaving 13,805 shares worth $1.09M. The position accounts for 0.27% of the portfolio, ranked #57.

COWA LLC first reported a position in SYLD in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.11M in Q1 2026. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • COWA LLC held 13,805 shares of Cambria Shareholder Yield ETF worth $1.09M as of Q2 2026.
  • COWA LLC sold 907 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $71K.
  • Cambria Shareholder Yield ETF made up 0.27% of COWA LLC's portfolio in Q2 2026, its #57 holding.
  • COWA LLC first reported a position in Cambria Shareholder Yield ETF in Q3 2021 and has held it in 14 quarters since.
  • COWA LLC's Cambria Shareholder Yield ETF position peaked at $1.11M in Q1 2026.
  • 165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on COWA LLC's 13F filing for Q2 2026, filed 6 Aug 2026.