Genesis Wealth Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Genesis Wealth 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 Q2	$481K	Hold	6,078	–	–	0.29%	37
2026 Q1	$458K	Hold	6,078	–	–	0.31%	37
2025 Q4	$423K	Hold	6,078	–	–	0.29%	37
2025 Q3	$417K	Hold	6,078	–	–	0.29%	37
2025 Q2	$395K	Hold	6,078	–	–	0.3%	36
2025 Q1	$388K	Hold	6,078	–	–	0.31%	37
2024 Q4	$416K	Buy	+6,078	New	+$439K	0.36%	37
2015 Q2	$2.95M	Buy	94,157 +3,857	+4%	+$123K	2.39%	12
2015 Q1	$2.86M	Sell	90,300 -204	-0.2%	-$6.45K	2.38%	12
2014 Q4	$2.94M	Buy	+90,504	New	+$2.81M	2.33%	11

Other funds holding SYLD

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

LPL Financial San Diego, California $445B AUM 25.58% 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

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

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

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

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

Genesis Wealth Advisors's SYLD Position: Q2 2026 in Review

Genesis Wealth Advisors held its Cambria Shareholder Yield ETF (SYLD) position steady in Q2 2026 at 6,078 shares worth $481K. The position accounts for 0.29% of the portfolio, ranked #37.

Genesis Wealth Advisors first reported a position in SYLD in Q4 2014 and has held it in 10 quarters since. The position peaked at $2.95M in Q2 2015. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

Genesis Wealth Advisors held 6,078 shares of Cambria Shareholder Yield ETF worth $481K as of Q2 2026.
Genesis Wealth Advisors left its Cambria Shareholder Yield ETF share count unchanged in Q2 2026.
Cambria Shareholder Yield ETF made up 0.29% of Genesis Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Genesis Wealth Advisors first reported a position in Cambria Shareholder Yield ETF in Q4 2014 and has held it in 10 quarters since.
Genesis Wealth Advisors's Cambria Shareholder Yield ETF position peaked at $2.95M in Q2 2015.
166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.