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Evanson Financial’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Evanson Financial’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 		$1.3M Buy
+16,483
New +$1.29M 0.06% 120

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

Evanson Financial's SYLD Position: Q2 2026 in Review

Evanson Financial opened a new position in Cambria Shareholder Yield ETF (SYLD) in Q2 2026: 16,483 shares worth $1.3M. The stake represents 0.06% of the portfolio and ranks #120 among its holdings.

166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Evanson Financial held 16,483 shares of Cambria Shareholder Yield ETF worth $1.3M as of Q2 2026.
  • Cambria Shareholder Yield ETF was a new Evanson Financial position in Q2 2026.
  • Cambria Shareholder Yield ETF made up 0.06% of Evanson Financial's portfolio in Q2 2026, its #120 holding.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.