Kingswood Wealth Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Kingswood Wealth 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	$1.99M	Sell	25,210 -1,074	-4%	-$84.1K	0.08%	260
2026 Q1	$1.98M	Buy	26,284 +529	+2%	+$39.5K	0.09%	241
2025 Q4	$1.79M	Sell	25,755 -78	-0.3%	-$5.36K	0.09%	234
2025 Q3	$1.77M	Buy	25,833 +4,080	+19%	+$276K	0.11%	196
2025 Q2	$1.41M	Sell	21,753 -2,275	-9%	-$142K	0.11%	195
2025 Q1	$1.53M	Buy	24,028 +876	+4%	+$59.3K	0.14%	173
2024 Q4	$1.59M	Buy	23,152 +12,187	+111%	+$880K	0.12%	181
2024 Q3	$794K	Buy	+10,965	New	+$766K	0.06%	346

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

Kingswood Wealth Advisors's SYLD Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Cambria Shareholder Yield ETF (SYLD) stake by 4.1% in Q2 2026, selling an estimated $84.1K and leaving 25,210 shares worth $1.99M. The position accounts for 0.08% of the portfolio, ranked #260.

Kingswood Wealth Advisors first reported a position in SYLD in Q3 2024 and has held it in 8 quarters since. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

Kingswood Wealth Advisors held 25,210 shares of Cambria Shareholder Yield ETF worth $1.99M as of Q2 2026.
Kingswood Wealth Advisors sold 1,074 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $84.1K.
Cambria Shareholder Yield ETF made up 0.08% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #260 holding.
Kingswood Wealth Advisors first reported a position in Cambria Shareholder Yield ETF in Q3 2024 and has held it in 8 quarters since.
166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.