Laurel Wealth Advisors (North Carolina)’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$2.57M	Buy	32,501 +599	+2%	+$46.9K	0.25%	72
2026 Q1	$2.51M	Buy	31,902 +2,795	+10%	+$209K	0.25%	75
2025 Q4	$2.02M	Buy	29,107 +800	+3%	+$54.9K	0.27%	81
2025 Q3	$1.94M	Buy	28,307 +1,475	+5%	+$99.9K	0.27%	84
2025 Q2	$1.74M	Buy	26,832 +390	+1%	+$24.3K	0.26%	88
2025 Q1	$1.69M	Buy	26,442 +1,730	+7%	+$117K	0.26%	85
2024 Q4	$1.69M	Buy	24,712 +1,493	+6%	+$108K	0.26%	84
2024 Q3	$1.68M	Buy	23,219 +2,289	+11%	+$160K	0.27%	83
2024 Q2	$1.43M	Buy	20,930 +1,080	+5%	+$75.5K	0.25%	86
2024 Q1	$1.45M	Buy	19,850 +850	+4%	+$58.4K	0.25%	83
2023 Q4	$1.28M	Buy	19,000 +2,390	+14%	+$149K	0.24%	87
2023 Q3	$1.03M	Buy	16,610 +2,545	+18%	+$159K	0.22%	91
2023 Q2	$860K	Buy	14,065 +330	+2%	+$19.1K	0.17%	105
2023 Q1	$806K	Buy	13,735 +2,455	+22%	+$152K	0.17%	103
2022 Q4	$669K	Buy	11,280 +5,515	+96%	+$329K	0.15%	107
2022 Q3	$303K	Buy	+5,765	New	+$334K	0.08%	133

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

Laurel Wealth Advisors (North Carolina)'s SYLD Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its Cambria Shareholder Yield ETF (SYLD) stake by 1.9% in Q2 2026, buying an estimated $46.9K and bringing the position to 32,501 shares worth $2.57M. The position accounts for 0.25% of the portfolio, ranked #72.

Laurel Wealth Advisors (North Carolina) first reported a position in SYLD in Q3 2022 and has held it in 16 quarters since. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 32,501 shares of Cambria Shareholder Yield ETF worth $2.57M as of Q2 2026.
Laurel Wealth Advisors (North Carolina) bought 599 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $46.9K.
Cambria Shareholder Yield ETF made up 0.25% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #72 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in Cambria Shareholder Yield ETF in Q3 2022 and has held it in 16 quarters since.
166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.