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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
Q3 		$502K Sell
6,227
-7,578
-55% -$636K 0.12% 111
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

Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Opus Capital Group
Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Verum Partners
Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DKM Wealth Management
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

COWA LLC's SYLD Position: Q3 2026 in Review

COWA LLC reduced its Cambria Shareholder Yield ETF (SYLD) stake by 55% in Q3 2026, selling an estimated $636K and leaving 6,227 shares worth $502K. The position accounts for 0.12% of the portfolio, ranked #111.

COWA LLC first reported a position in SYLD in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.11M in Q1 2026. 80 funds tracked by Wall St. Rank hold SYLD as of Q3 2026.

  • COWA LLC held 6,227 shares of Cambria Shareholder Yield ETF worth $502K as of Q3 2026.
  • COWA LLC sold 7,578 Cambria Shareholder Yield ETF shares in Q3 2026, an estimated $636K.
  • Cambria Shareholder Yield ETF made up 0.12% of COWA LLC's portfolio in Q3 2026, its #111 holding.
  • COWA LLC first reported a position in Cambria Shareholder Yield ETF in Q3 2021 and has held it in 15 quarters since.
  • COWA LLC's Cambria Shareholder Yield ETF position peaked at $1.11M in Q1 2026.
  • 80 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2026.

Based on COWA LLC's 13F filing for Q3 2026, filed 30 Oct 2026.