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Joseph P. Lucia & Associates’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Joseph P. Lucia & Associates’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 		$216K Hold
2,733
– – 0.07% 177
2026
Q1 		$206K Sell
2,733
-250
-8% -$18.7K 0.07% 161
2025
Q4 		$207K Sell
2,983
-2
-0.1% -$137 0.07% 155
2025
Q3 		$205K Buy
+2,985
New +$202K 0.08% 154
2025
Q1 		– Sell
-2,994
Closed -$205K – 151
2024
Q4 		$205K Sell
2,994
-119
-4% -$8.59K 0.09% 135
2024
Q3 		$225K Sell
3,113
-25
-0.8% -$1.75K 0.1% 119
2024
Q2 		$214K Hold
3,138
– – 0.11% 114
2024
Q1 		$230K Sell
3,138
-65
-2% -$4.46K 0.12% 109
2023
Q4 		$216K Buy
+3,203
New +$199K 0.13% 107
2022
Q3 		– Sell
-3,298
Closed -$179K – 403
2022
Q2 		$179K Sell
3,298
-150
-4% -$9.17K 0.13% 108
2022
Q1 		$220K Sell
3,448
-95
-3% -$6.07K 0.13% 111
2021
Q4 		$229K Sell
3,543
-110
-3% -$7.04K 0.15% 116
2021
Q3 		$220K Sell
3,653
-197
-5% -$12.2K 0.13% 122
2021
Q2 		$247K Hold
3,850
– – 0.15% 112
2021
Q1 		$231K Sell
3,850
-55
-1% -$3.04K 0.1% 108
2020
Q4 		$174K Buy
+3,905
New +$156K 0.12% 109
2020
Q3 		– Sell
-5,005
Closed -$161K – 407
2020
Q2 		$161K Sell
5,005
-150
-3% -$4.49K 0.14% 97
2020
Q1 		$130K Sell
5,155
-565
-10% -$19.8K 0.14% 99
2019
Q4 		$231K Buy
5,720
+20
+0.4% +$768 0.21% 83
2019
Q3 		$208K Hold
5,700
– – 0.21% 89
2019
Q2 		$205K Hold
5,700
– – 0.22% 86
2019
Q1 		$211K Buy
+5,700
New +$203K 0.36% 53

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

Joseph P. Lucia & Associates's SYLD Position: Q2 2026 in Review

Joseph P. Lucia & Associates held its Cambria Shareholder Yield ETF (SYLD) position steady in Q2 2026 at 2,733 shares worth $216K. The position accounts for 0.07% of the portfolio, ranked #177.

Joseph P. Lucia & Associates first reported a position in SYLD in Q1 2019 and has held it in 22 quarters since. The position peaked at $247K in Q2 2021. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Joseph P. Lucia & Associates held 2,733 shares of Cambria Shareholder Yield ETF worth $216K as of Q2 2026.
  • Joseph P. Lucia & Associates left its Cambria Shareholder Yield ETF share count unchanged in Q2 2026.
  • Cambria Shareholder Yield ETF made up 0.07% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #177 holding.
  • Joseph P. Lucia & Associates first reported a position in Cambria Shareholder Yield ETF in Q1 2019 and has held it in 22 quarters since.
  • Joseph P. Lucia & Associates's Cambria Shareholder Yield ETF position peaked at $247K in Q2 2021.
  • 165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.