Jones Financial Companies’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Jones Financial Companies’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 Q1	$1.41M	Sell	18,932 -19	-0.1%	-$1.42K	﹤0.01%	1582
2025 Q4	$1.32M	Sell	18,951 -3,696	-16%	-$254K	﹤0.01%	1125
2025 Q3	$1.56M	Buy	22,647 +2,956	+15%	+$200K	﹤0.01%	952
2025 Q2	$1.28M	Sell	19,691 -1,807	-8%	-$113K	﹤0.01%	914
2025 Q1	$1.37M	Buy	21,498 +2,131	+11%	+$144K	﹤0.01%	755
2024 Q4	$1.33M	Buy	19,367 +8,182	+73%	+$591K	﹤0.01%	670
2024 Q3	$808K	Buy	11,185 +6,402	+134%	+$447K	﹤0.01%	666
2024 Q2	$327K	Buy	4,783 +2,757	+136%	+$193K	﹤0.01%	670
2024 Q1	$148K	Buy	+2,026	New	+$139K	﹤0.01%	513

Other funds holding SYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jones Financial Companies's SYLD Position: Q1 2026 in Review

Jones Financial Companies reduced its Cambria Shareholder Yield ETF (SYLD) stake by 0.1% in Q1 2026, selling an estimated $1.42K and leaving 18,932 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

Jones Financial Companies first reported a position in SYLD in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.56M in Q3 2025. 167 funds tracked by Wall St. Rank hold SYLD as of Q1 2026.

Jones Financial Companies held 18,932 shares of Cambria Shareholder Yield ETF worth $1.41M as of Q1 2026.
Jones Financial Companies sold 19 Cambria Shareholder Yield ETF shares in Q1 2026, an estimated $1.42K.
Cambria Shareholder Yield ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1582 holding.
Jones Financial Companies first reported a position in Cambria Shareholder Yield ETF in Q1 2024 and has held it in 9 quarters since.
Jones Financial Companies's Cambria Shareholder Yield ETF position peaked at $1.56M in Q3 2025.
167 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.