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 Q2	$1.36M	Sell	16,955 -1,977	-10%	-$155K	﹤0.01%	1739
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 $1.89T 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

Jones Financial Companies's SYLD Position: Q2 2026 in Review

Jones Financial Companies reduced its Cambria Shareholder Yield ETF (SYLD) stake by 10% in Q2 2026, selling an estimated $155K and leaving 16,955 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

Jones Financial Companies first reported a position in SYLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.56M in Q3 2025. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

Jones Financial Companies held 16,955 shares of Cambria Shareholder Yield ETF worth $1.36M as of Q2 2026.
Jones Financial Companies sold 1,977 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $155K.
Cambria Shareholder Yield ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1739 holding.
Jones Financial Companies first reported a position in Cambria Shareholder Yield ETF in Q1 2024 and has held it in 10 quarters since.
Jones Financial Companies's Cambria Shareholder Yield ETF position peaked at $1.56M in Q3 2025.
165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.