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Hazlett, Burt & Watson’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Hazlett, Burt & Watson’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 		$22K Buy
278
+1
+0.4% +$78 0.01% 588
2026
Q1 		$21K Buy
277
+1
+0.4% +$75 0.01% 578
2025
Q4 		$19K Buy
276
+1
+0.4% +$69 0.01% 605
2025
Q3 		$19K Buy
+275
New +$18.6K 0.01% 573

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

Hazlett, Burt & Watson's SYLD Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Cambria Shareholder Yield ETF (SYLD) stake by 0.36% in Q2 2026, buying an estimated $78 and bringing the position to 278 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #588.

Hazlett, Burt & Watson first reported a position in SYLD in Q3 2025 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Hazlett, Burt & Watson held 278 shares of Cambria Shareholder Yield ETF worth $22K as of Q2 2026.
  • Hazlett, Burt & Watson bought 1 Cambria Shareholder Yield ETF share in Q2 2026, an estimated $78.
  • Cambria Shareholder Yield ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #588 holding.
  • Hazlett, Burt & Watson first reported a position in Cambria Shareholder Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.