Flagship Harbor Advisors
SYLD icon

Flagship Harbor Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Flagship Harbor 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
Q1 		– Sell
-2,325
Closed -$162K – 2017
2025
Q4 		$162K Buy
+2,325
New +$160K 0.01% 735
2023
Q2 		– Sell
-4,715
Closed -$277K – 654
2023
Q1 		$277K Buy
4,715
+290
+7% +$17.9K 0.03% 503
2022
Q4 		$262K Sell
4,425
-200
-4% -$11.9K 0.03% 502
2022
Q3 		$243K Sell
4,625
-420
-8% -$24.3K 0.03% 500
2022
Q2 		$274K Buy
5,045
+315
+7% +$19.2K 0.03% 482
2022
Q1 		$302K Sell
4,730
-900
-16% -$57.5K 0.03% 480
2021
Q4 		$364K Hold
5,630
– – 0.03% 447
2021
Q3 		$360K Hold
5,630
– – 0.04% 430
2021
Q2 		$360K Hold
5,630
– – 0.04% 431
2021
Q1 		$338K Buy
+5,630
New +$312K 0.04% 444
2020
Q4 		– Sell
-4,840
Closed -$167K – 1619
2020
Q3 		$167K Sell
4,840
-50
-1% -$1.72K 0.02% 512
2020
Q2 		$157K Sell
4,890
-90
-2% -$2.69K 0.02% 517
2020
Q1 		$125K Hold
4,980
– – 0.03% 493
2019
Q4 		$201K Hold
4,980
– – 0.04% 438
2019
Q3 		$181K Hold
4,980
– – 0.04% 434
2019
Q2 		$179K Sell
4,980
-680
-12% -$24.6K 0.04% 415
2019
Q1 		$203K Hold
5,660
– – 0.04% 389
2018
Q4 		$183K Sell
5,660
-130
-2% -$4.66K 0.04% 374
2018
Q3 		$228K Hold
5,790
– – 0.04% 383
2018
Q2 		$219K Hold
5,790
– – 0.04% 369
2018
Q1 		$213K Sell
5,790
-650
-10% -$25.2K 0.06% 321
2017
Q4 		$252K Hold
6,440
– – 0.07% 289
2017
Q3 		$231K Hold
6,440
– – 0.07% 288
2017
Q2 		$220K Hold
6,440
– – 0.08% 306
2017
Q1 		$215K Buy
+6,440
New +$217K 0.08% 279

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
Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return
Intellus Advisors
Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Rothschild Investment LLC
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
ALM First Financial Advisors
ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Flagship Harbor Advisors's SYLD Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2026, closing a stake of 2,325 shares — an estimated $162K sold.

Flagship Harbor Advisors first reported a position in SYLD in Q1 2017 and held it in 25 quarters. The position peaked at $364K in Q4 2021. 168 funds tracked by Wall St. Rank hold SYLD as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Cambria Shareholder Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 2,325 Cambria Shareholder Yield ETF shares in Q1 2026, an estimated $162K.
  • Flagship Harbor Advisors first reported a position in Cambria Shareholder Yield ETF in Q1 2017 and held it in 25 quarters.
  • Flagship Harbor Advisors's Cambria Shareholder Yield ETF position peaked at $364K in Q4 2021.
  • 168 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.