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Fermata Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Fermata Advisors’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 		$7.86M Sell
97,488
-2,304
-2% -$193K 1.52% 13
2026
Q2 		$7.89M Sell
99,792
-1,285
-1% -$101K 1.6% 13
2026
Q1 		$7.62M Sell
101,077
-956
-0.9% -$71.4K 1.72% 10
2025
Q4 		$7.09M Sell
102,033
-23,582
-19% -$1.62M 1.7% 11
2025
Q3 		$8.62M Sell
125,615
-4,026
-3% -$273K 2.19% 9
2025
Q2 		$8.43M Sell
129,641
-11,835
-8% -$737K 2.25% 7
2025
Q1 		$9.03M Sell
141,476
-9,291
-6% -$629K 1.63% 14
2024
Q4 		$10.3M Sell
150,767
-5,758
-4% -$416K 1.93% 10
2024
Q3 		$11.3M Buy
156,525
+7,527
+5% +$526K 2.3% 7
2024
Q2 		$10.2M Buy
148,998
+12,109
+9% +$847K 2.34% 8
2024
Q1 		$10M Buy
136,889
+4,125
+3% +$283K 2.26% 11
2023
Q4 		$8.97M Buy
132,764
+21,792
+20% +$1.36M 2.14% 13
2023
Q3 		$6.86M Buy
110,972
+52,633
+90% +$3.3M 1.93% 14
2023
Q2 		$3.57M Buy
58,339
+42,021
+258% +$2.43M 3.23% 9
2023
Q1 		$958K Sell
16,318
-58,240
-78% -$3.6M 0.58% 42
2022
Q4 		$4.42M Buy
74,558
+4,647
+7% +$277K 1.31% 23
2022
Q3 		$3.68M Buy
69,911
+19,486
+39% +$1.13M 1.2% 24
2022
Q2 		$2.74M Buy
50,425
+2,044
+4% +$125K 0.96% 32
2022
Q1 		$3.09M Buy
48,381
+4,867
+11% +$311K 1.16% 28
2021
Q4 		$2.81M Buy
+43,514
New +$2.79M 1.03% 27

Other funds holding SYLD

DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
ALM First Financial Advisors
ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWM
Sherman Wealth Management Gaithersburg, Maryland $141M AUM 16.41% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
MF
Meridian Financial Holliston, Massachusetts $214M AUM 14.07% 1-Year Est. Return

Fermata Advisors's SYLD Position: Q3 2026 in Review

Fermata Advisors reduced its Cambria Shareholder Yield ETF (SYLD) stake by 2.3% in Q3 2026, selling an estimated $193K and leaving 97,488 shares worth $7.86M. The position accounts for 1.52% of the portfolio, ranked #13.

Fermata Advisors first reported a position in SYLD in Q4 2021 and has held it in 20 quarters since. The position peaked at $11.3M in Q3 2024. 25 funds tracked by Wall St. Rank hold SYLD as of Q3 2026.

  • Fermata Advisors held 97,488 shares of Cambria Shareholder Yield ETF worth $7.86M as of Q3 2026.
  • Fermata Advisors sold 2,304 Cambria Shareholder Yield ETF shares in Q3 2026, an estimated $193K.
  • Cambria Shareholder Yield ETF made up 1.52% of Fermata Advisors's portfolio in Q3 2026, its #13 holding.
  • Fermata Advisors first reported a position in Cambria Shareholder Yield ETF in Q4 2021 and has held it in 20 quarters since.
  • Fermata Advisors's Cambria Shareholder Yield ETF position peaked at $11.3M in Q3 2024.
  • 25 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.