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Kohmann Bosshard Financial Services’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Kohmann Bosshard Financial 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
Q1 		– Sell
-600
Closed -$41.7K – 559
2025
Q4 		$41.7K Buy
+600
New +$41.2K ﹤0.01% 584
2025
Q1 		– Sell
-600
Closed -$41.1K – 718
2024
Q4 		$41.1K Buy
+600
New +$43.3K ﹤0.01% 355

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
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
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
VA
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kohmann Bosshard Financial Services's SYLD Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2026, closing a stake of 600 shares — an estimated $41.7K sold.

Kohmann Bosshard Financial Services first reported a position in SYLD in Q4 2024 and held it in 2 quarters. The position peaked at $41.7K in Q4 2025. 167 funds tracked by Wall St. Rank hold SYLD as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Cambria Shareholder Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 600 Cambria Shareholder Yield ETF shares in Q1 2026, an estimated $41.7K.
  • Kohmann Bosshard Financial Services first reported a position in Cambria Shareholder Yield ETF in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Cambria Shareholder Yield ETF position peaked at $41.7K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.