DKM Wealth Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

DKM Wealth Management’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	$5.71M	Sell	72,214 -523	-0.7%	-$41K	3.73%	10
2026 Q1	$5.49M	Buy	72,737 +275	+0.4%	+$20.6K	3.95%	8
2025 Q4	$5.04M	Sell	72,462 -4,446	-6%	-$305K	3.76%	8
2025 Q3	$5.28M	Sell	76,908 -47,935	-38%	-$3.25M	4.24%	8
2025 Q2	$8.12M	Sell	124,843 -11,719	-9%	-$730K	7%	4
2025 Q1	$8.71M	Sell	136,562 -30,620	-18%	-$2.07M	8.45%	4
2024 Q4	$11.4M	Buy	+167,182	New	+$12.1M	10.85%	4

Other funds holding SYLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DKM Wealth Management's SYLD Position: Q2 2026 in Review

DKM Wealth Management reduced its Cambria Shareholder Yield ETF (SYLD) stake by 0.72% in Q2 2026, selling an estimated $41K and leaving 72,214 shares worth $5.71M. The position accounts for 3.73% of the portfolio, ranked #10.

DKM Wealth Management first reported a position in SYLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.4M in Q4 2024. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

DKM Wealth Management held 72,214 shares of Cambria Shareholder Yield ETF worth $5.71M as of Q2 2026.
DKM Wealth Management sold 523 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $41K.
Cambria Shareholder Yield ETF made up 3.73% of DKM Wealth Management's portfolio in Q2 2026, its #10 holding.
DKM Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q4 2024 and has held it in 7 quarters since.
DKM Wealth Management's Cambria Shareholder Yield ETF position peaked at $11.4M in Q4 2024.
166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on DKM Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.