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
Q2 		$30.9M Buy
390,124
+11,084
+3% +$868K 0.03% 416
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 $1.89T 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
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
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

Focus Partners Wealth's SYLD Position: Q2 2026 in Review

Focus Partners Wealth increased its Cambria Shareholder Yield ETF (SYLD) stake by 2.9% in Q2 2026, buying an estimated $868K and bringing the position to 390,124 shares worth $30.9M. The position accounts for 0.03% of the portfolio, ranked #416.

Focus Partners Wealth first reported a position in SYLD in Q2 2024 and has held it in 9 quarters since. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Focus Partners Wealth held 390,124 shares of Cambria Shareholder Yield ETF worth $30.9M as of Q2 2026.
  • Focus Partners Wealth bought 11,084 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $868K.
  • Cambria Shareholder Yield ETF made up 0.03% of Focus Partners Wealth's portfolio in Q2 2026, its #416 holding.
  • Focus Partners Wealth first reported a position in Cambria Shareholder Yield ETF in Q2 2024 and has held it in 9 quarters since.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.