Integrated Wealth Concepts’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Integrated Wealth Concepts’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	$73.4K	Buy	+927	New	+$72.6K	﹤0.01%	3057

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

Integrated Wealth Concepts's SYLD Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Cambria Shareholder Yield ETF (SYLD) in Q2 2026: 927 shares worth $73.4K. The stake represents ﹤0.01% of the portfolio and ranks #3057 among its holdings.

166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

Integrated Wealth Concepts held 927 shares of Cambria Shareholder Yield ETF worth $73.4K as of Q2 2026.
Cambria Shareholder Yield ETF was a new Integrated Wealth Concepts position in Q2 2026.
Cambria Shareholder Yield ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3057 holding.
166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.