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

Financial Gravity Companies’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 		$105K Buy
+1,327
New +$104K 0.02% 225
2025
Q2 		$97.5K Buy
+1,500
New +$93.4K 0.02% 225
2024
Q4 		$44.7K Hold
653
– – 0.01% 305
2024
Q3 		$47.3K Buy
+653
New +$45.6K 0.01% 187

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

Financial Gravity Companies's SYLD Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Cambria Shareholder Yield ETF (SYLD) in Q2 2026: 1,327 shares worth $105K. The stake represents 0.02% of the portfolio and ranks #225 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SYLD as recently as Q2 2025.

Financial Gravity Companies first reported a position in SYLD in Q3 2024 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Financial Gravity Companies held 1,327 shares of Cambria Shareholder Yield ETF worth $105K as of Q2 2026.
  • Cambria Shareholder Yield ETF was a new Financial Gravity Companies position in Q2 2026.
  • Cambria Shareholder Yield ETF made up 0.02% of Financial Gravity Companies's portfolio in Q2 2026, its #225 holding.
  • Financial Gravity Companies first reported a position in Cambria Shareholder Yield ETF in Q3 2024 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.