Focus Partners Wealth
SYLD icon

Focus Partners Wealth’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Focus Partners Wealth’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 		$28.6M Buy
379,040
+16,994
+5% +$1.27M 0.03% 414
2025
Q4 		$25.2M Buy
362,046
+10,291
+3% +$707K 0.03% 434
2025
Q3 		$24.2M Buy
351,755
+12,524
+4% +$848K 0.04% 361
2025
Q2 		$22.1M Sell
339,231
-10,166
-3% -$633K 0.05% 333
2025
Q1 		$22.3M Buy
349,397
+14,911
+4% +$1.01M 0.06% 302
2024
Q4 		$22.9M Sell
334,486
-307,887
-48% -$22.2M 0.06% 291
2024
Q3 		$29.9M Buy
642,373
+359,080
+127% +$25.1M 0.1% 208
2024
Q2 		$19.3M Buy
+283,293
New +$19.8M 0.07% 250

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.57B AUM 26.04% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 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 $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return