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Financial Gravity Asset Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Financial Gravity Asset 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
Q1 		$100K Sell
1,327
-173
-12% -$12.9K 0.02% 226
2025
Q4 		$104K Hold
1,500
– – 0.02% 173
2025
Q3 		$103K Buy
+1,500
New +$102K 0.02% 215
2025
Q1 		$95.7K Buy
+1,500
New +$102K 0.02% 229
2024
Q2 		$59.8K Buy
+876
New +$61.2K 0.01% 241

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 $594M AUM 19.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Financial Gravity Asset Management's SYLD Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its Cambria Shareholder Yield ETF (SYLD) stake by 12% in Q1 2026, selling an estimated $12.9K and leaving 1,327 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #226.

Financial Gravity Asset Management first reported a position in SYLD in Q2 2024 and has held it in 5 quarters since. The position peaked at $104K in Q4 2025. 167 funds tracked by Wall St. Rank hold SYLD as of Q1 2026.

  • Financial Gravity Asset Management held 1,327 shares of Cambria Shareholder Yield ETF worth $100K as of Q1 2026.
  • Financial Gravity Asset Management sold 173 Cambria Shareholder Yield ETF shares in Q1 2026, an estimated $12.9K.
  • Cambria Shareholder Yield ETF made up 0.02% of Financial Gravity Asset Management's portfolio in Q1 2026, its #226 holding.
  • Financial Gravity Asset Management first reported a position in Cambria Shareholder Yield ETF in Q2 2024 and has held it in 5 quarters since.
  • Financial Gravity Asset Management's Cambria Shareholder Yield ETF position peaked at $104K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.