Intellus Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Intellus 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	$27.7M	Sell	350,274 -1,172	-0.3%	-$91.8K	3.36%	9
2026 Q1	$26.5M	Sell	351,446 -731	-0.2%	-$54.6K	3.62%	8
2025 Q4	$24.5M	Sell	352,177 -13,576	-4%	-$932K	3.25%	10
2025 Q3	$25.1M	Sell	365,753 -109,829	-23%	-$7.44M	3.43%	9
2025 Q2	$30.9M	Sell	475,582 -19,592	-4%	-$1.22M	4.61%	7
2025 Q1	$31.6M	Buy	495,174 +25,521	+5%	+$1.73M	5.52%	4
2024 Q4	$32.2M	Buy	+469,653	New	+$33.9M	5.57%	4

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

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

OCG

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

Intellus Advisors's SYLD Position: Q2 2026 in Review

Intellus Advisors reduced its Cambria Shareholder Yield ETF (SYLD) stake by 0.33% in Q2 2026, selling an estimated $91.8K and leaving 350,274 shares worth $27.7M. The position accounts for 3.36% of the portfolio, ranked #9.

Intellus Advisors first reported a position in SYLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.2M in Q4 2024. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

Intellus Advisors held 350,274 shares of Cambria Shareholder Yield ETF worth $27.7M as of Q2 2026.
Intellus Advisors sold 1,172 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $91.8K.
Cambria Shareholder Yield ETF made up 3.36% of Intellus Advisors's portfolio in Q2 2026, its #9 holding.
Intellus Advisors first reported a position in Cambria Shareholder Yield ETF in Q4 2024 and has held it in 7 quarters since.
Intellus Advisors's Cambria Shareholder Yield ETF position peaked at $32.2M in Q4 2024.
166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.