CI
SYLD icon

CX Institutional’s Cambria Shareholder Yield ETF SYLD Stock Holding History

CX Institutional’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 		$301K Sell
3,810
-68
-2% -$5.33K 0.01% 631
2026
Q1 		$292K Sell
3,878
-479
-11% -$35.8K 0.01% 611
2025
Q4 		$303K Sell
4,357
-954
-18% -$65.5K 0.01% 579
2025
Q3 		$365K Buy
+5,311
New +$360K 0.01% 514

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

CX Institutional's SYLD Position: Q2 2026 in Review

CX Institutional reduced its Cambria Shareholder Yield ETF (SYLD) stake by 1.8% in Q2 2026, selling an estimated $5.33K and leaving 3,810 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #631.

CX Institutional first reported a position in SYLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $365K in Q3 2025. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • CX Institutional held 3,810 shares of Cambria Shareholder Yield ETF worth $301K as of Q2 2026.
  • CX Institutional sold 68 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $5.33K.
  • Cambria Shareholder Yield ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #631 holding.
  • CX Institutional first reported a position in Cambria Shareholder Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • CX Institutional's Cambria Shareholder Yield ETF position peaked at $365K in Q3 2025.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.