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Gladstone Institutional Advisory’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Gladstone Institutional Advisory’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 		– Sell
-3,159
Closed -$238K – 924
2026
Q1 		$238K Buy
3,159
+222
+8% +$16.6K 0.01% 751
2025
Q4 		$204K Buy
+2,937
New +$202K 0.01% 754
2025
Q2 		– Sell
-6,190
Closed -$395K – 785
2025
Q1 		$395K Sell
6,190
-18,978
-75% -$1.29M 0.02% 528
2024
Q4 		$1.72M Sell
25,168
-4,908
-16% -$354K 0.08% 251
2024
Q3 		$2.18M Sell
30,076
-75,406
-71% -$5.27M 0.11% 212
2024
Q2 		$7.2M Buy
105,482
+3,605
+4% +$252K 0.38% 66
2024
Q1 		$7.46M Buy
101,877
+32,572
+47% +$2.24M 0.41% 56
2023
Q4 		$4.68M Sell
69,305
-1,202
-2% -$74.9K 0.26% 102
2023
Q3 		$4.36M Buy
70,507
+1,984
+3% +$124K 0.28% 92
2023
Q2 		$4.19M Sell
68,523
-9,270
-12% -$537K 0.26% 103
2023
Q1 		$4.57M Buy
77,793
+3,880
+5% +$240K 0.3% 96
2022
Q4 		$4.38M Buy
73,913
+44,669
+153% +$2.67M 0.31% 90
2022
Q3 		$1.54M Buy
29,244
+9,054
+45% +$524K 0.12% 207
2022
Q2 		$1.1M Buy
20,190
+1,989
+11% +$122K 0.09% 252
2022
Q1 		$1.16M Sell
18,201
-1,484
-8% -$94.8K 0.08% 266
2021
Q4 		$1.27M Buy
19,685
+2,815
+17% +$180K 0.1% 237
2021
Q3 		$1.01M Buy
+16,870
New +$1.04M 0.1% 228

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
Focus Partners Wealth
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
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

Gladstone Institutional Advisory's SYLD Position: Q2 2026 in Review

Gladstone Institutional Advisory sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2026, closing a stake of 3,159 shares — an estimated $238K sold.

Gladstone Institutional Advisory first reported a position in SYLD in Q3 2021 and held it in 17 quarters. The position peaked at $7.46M in Q1 2024. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Gladstone Institutional Advisory reported no remaining Cambria Shareholder Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 3,159 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $238K.
  • Gladstone Institutional Advisory first reported a position in Cambria Shareholder Yield ETF in Q3 2021 and held it in 17 quarters.
  • Gladstone Institutional Advisory's Cambria Shareholder Yield ETF position peaked at $7.46M in Q1 2024.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.