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Ethos Financial Group’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Ethos Financial Group’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 		$5.61M Buy
70,915
+3,102
+5% +$243K 0.38% 67
2026
Q1 		$5.04M Sell
67,813
-935
-1% -$69.9K 0.37% 61
2025
Q4 		$4.78M Sell
68,748
-109
-0.2% -$7.49K 0.35% 72
2025
Q3 		$4.73M Sell
68,857
-2,705
-4% -$183K 0.37% 69
2025
Q2 		$4.65M Buy
71,562
+7,625
+12% +$475K 0.4% 63
2025
Q1 		$4.08M Buy
63,937
+10,856
+20% +$735K 0.39% 62
2024
Q4 		$3.63M Buy
+53,081
New +$3.83M 0.47% 55

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

Ethos Financial Group's SYLD Position: Q2 2026 in Review

Ethos Financial Group increased its Cambria Shareholder Yield ETF (SYLD) stake by 4.6% in Q2 2026, buying an estimated $243K and bringing the position to 70,915 shares worth $5.61M. The position accounts for 0.38% of the portfolio, ranked #67.

Ethos Financial Group first reported a position in SYLD in Q4 2024 and has held it in 7 quarters since. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Ethos Financial Group held 70,915 shares of Cambria Shareholder Yield ETF worth $5.61M as of Q2 2026.
  • Ethos Financial Group bought 3,102 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $243K.
  • Cambria Shareholder Yield ETF made up 0.38% of Ethos Financial Group's portfolio in Q2 2026, its #67 holding.
  • Ethos Financial Group first reported a position in Cambria Shareholder Yield ETF in Q4 2024 and has held it in 7 quarters since.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.