BFC Planning, Inc.’s Cambria Shareholder Yield ETF SYLD Stock Holding History

BFC Planning, Inc.’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	$35.3K	Sell	446 -104	-19%	-$8.15K	﹤0.01%	1729
2026 Q1	$41.5K	Buy	550 +2	+0.4%	+$149	﹤0.01%	1408
2025 Q4	$38.1K	Buy	548 +1	+0.2%	+$69	﹤0.01%	1478
2025 Q3	$37.6K	Buy	547 +3	+0.6%	+$203	﹤0.01%	1296
2025 Q2	$35.4K	Buy	544 +2	+0.4%	+$125	﹤0.01%	1263
2025 Q1	$34.6K	Buy	542 +3	+0.6%	+$203	﹤0.01%	1245
2024 Q4	$36.9K	Buy	+539	New	+$38.9K	﹤0.01%	1231

Other funds holding SYLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BFC Planning, Inc.'s SYLD Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Cambria Shareholder Yield ETF (SYLD) stake by 19% in Q2 2026, selling an estimated $8.15K and leaving 446 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1729.

BFC Planning, Inc. first reported a position in SYLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.5K in Q1 2026. 167 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

BFC Planning, Inc. held 446 shares of Cambria Shareholder Yield ETF worth $35.3K as of Q2 2026.
BFC Planning, Inc. sold 104 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $8.15K.
Cambria Shareholder Yield ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1729 holding.
BFC Planning, Inc. first reported a position in Cambria Shareholder Yield ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Cambria Shareholder Yield ETF position peaked at $41.5K in Q1 2026.
167 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.