KAS
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Kestra Advisory Services’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Kestra Advisory Services’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 		$611K Buy
7,727
+3,165
+69% +$248K ﹤0.01% 2191
2026
Q1 		$344K Sell
4,562
-1,329
-23% -$99.3K ﹤0.01% 2507
2025
Q4 		$410K Buy
5,891
+2
+0% +$137 ﹤0.01% 2299
2025
Q3 		$404K Sell
5,889
-2,355
-29% -$159K ﹤0.01% 2203
2025
Q2 		$536K Buy
8,244
+1,859
+29% +$116K ﹤0.01% 1919
2025
Q1 		$407K Sell
6,385
-3,940
-38% -$267K ﹤0.01% 1961
2024
Q4 		$707K Sell
10,325
-23,725
-70% -$1.71M ﹤0.01% 1630
2024
Q3 		$2.46M Sell
34,050
-8,162
-19% -$570K 0.01% 855
2024
Q2 		$2.88M Buy
42,212
+5,039
+14% +$352K 0.02% 789
2024
Q1 		$2.72M Buy
37,173
+1,091
+3% +$74.9K 0.02% 754
2023
Q4 		$2.44M Buy
36,082
+8,627
+31% +$537K 0.02% 709
2023
Q3 		$1.7M Sell
27,455
-42
-0.2% -$2.63K 0.02% 750
2023
Q2 		$1.68M Buy
27,497
+642
+2% +$37.2K 0.02% 745
2023
Q1 		$1.58M Buy
26,855
+3,740
+16% +$231K 0.02% 739
2022
Q4 		$1.37M Sell
23,115
-1,252
-5% -$74.7K 0.01% 908
2022
Q3 		$1.28M Buy
24,367
+2,866
+13% +$166K 0.01% 858
2022
Q2 		$1.17M Buy
21,501
+1,888
+10% +$115K 0.01% 900
2022
Q1 		$1.25M Buy
19,613
+7,500
+62% +$479K 0.01% 860
2021
Q4 		$783K Buy
12,113
+2,472
+26% +$158K 0.01% 1082
2021
Q3 		$580K Buy
9,641
+3,026
+46% +$187K 0.01% 1306
2021
Q2 		$424K Buy
+6,615
New +$423K ﹤0.01% 1369

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

Kestra Advisory Services's SYLD Position: Q2 2026 in Review

Kestra Advisory Services increased its Cambria Shareholder Yield ETF (SYLD) stake by 69% in Q2 2026, buying an estimated $248K and bringing the position to 7,727 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #2191.

Kestra Advisory Services first reported a position in SYLD in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.88M in Q2 2024. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Kestra Advisory Services held 7,727 shares of Cambria Shareholder Yield ETF worth $611K as of Q2 2026.
  • Kestra Advisory Services bought 3,165 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $248K.
  • Cambria Shareholder Yield ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2191 holding.
  • Kestra Advisory Services first reported a position in Cambria Shareholder Yield ETF in Q2 2021 and has held it in 21 quarters since.
  • Kestra Advisory Services's Cambria Shareholder Yield ETF position peaked at $2.88M in Q2 2024.
  • 165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.