IAA
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Independent Advisor Alliance’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Independent Advisor Alliance’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
-3,666
Closed -$276K – 1568
2026
Q1 		$276K Buy
+3,666
New +$274K ﹤0.01% 1359
2025
Q1 		– Sell
-3,201
Closed -$219K – 1311
2024
Q4 		$219K Buy
+3,201
New +$231K ﹤0.01% 1260

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

Independent Advisor Alliance's SYLD Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2026, closing a stake of 3,666 shares — an estimated $276K sold.

Independent Advisor Alliance first reported a position in SYLD in Q4 2024 and held it in 2 quarters. The position peaked at $276K in Q1 2026. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Cambria Shareholder Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,666 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $276K.
  • Independent Advisor Alliance first reported a position in Cambria Shareholder Yield ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Cambria Shareholder Yield ETF position peaked at $276K in Q1 2026.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.