DAS
SYLD icon

Diversify Advisory Services’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Diversify Advisory Services’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
Q1 		– Sell
-4,565
Closed -$336K – 786
2025
Q4 		$336K Buy
+4,565
New +$314K 0.01% 724
2024
Q3 		– Sell
-4,626
Closed -$309K – 682
2024
Q2 		$309K Sell
4,626
-4,378
-49% -$306K 0.02% 496
2024
Q1 		$658K Buy
+9,004
New +$618K 0.04% 349

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Diversify Advisory Services's SYLD Position: Q1 2026 in Review

Diversify Advisory Services sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2026, closing a stake of 4,565 shares — an estimated $336K sold.

Diversify Advisory Services first reported a position in SYLD in Q1 2024 and held it in 3 quarters. The position peaked at $658K in Q1 2024. 167 funds tracked by Wall St. Rank hold SYLD as of Q1 2026.

  • Diversify Advisory Services reported no remaining Cambria Shareholder Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 4,565 Cambria Shareholder Yield ETF shares in Q1 2026, an estimated $336K.
  • Diversify Advisory Services first reported a position in Cambria Shareholder Yield ETF in Q1 2024 and held it in 3 quarters.
  • Diversify Advisory Services's Cambria Shareholder Yield ETF position peaked at $658K in Q1 2024.
  • 167 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.