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 Q3	$266K	Sell	3,303 -507	-13%	-$42.5K	0.01%	666
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

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $264M AUM 15.76% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

CX Institutional's SYLD Position: Q3 2026 in Review

CX Institutional reduced its Cambria Shareholder Yield ETF (SYLD) stake by 13% in Q3 2026, selling an estimated $42.5K and leaving 3,303 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #666.

CX Institutional first reported a position in SYLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $365K in Q3 2025. 46 funds tracked by Wall St. Rank hold SYLD as of Q3 2026.

CX Institutional held 3,303 shares of Cambria Shareholder Yield ETF worth $266K as of Q3 2026.
CX Institutional sold 507 Cambria Shareholder Yield ETF shares in Q3 2026, an estimated $42.5K.
Cambria Shareholder Yield ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #666 holding.
CX Institutional first reported a position in Cambria Shareholder Yield ETF in Q3 2025 and has held it in 5 quarters since.
CX Institutional's Cambria Shareholder Yield ETF position peaked at $365K in Q3 2025.
46 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.