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LGT Financial Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

LGT Financial 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
Q1 		– Sell
-1
Closed -$70 – 275
2025
Q4 		$70 Hold
1
– – ﹤0.01% 255
2025
Q3 		$69 Hold
1
– – ﹤0.01% 376
2025
Q2 		$67 Sell
1
-4
-80% -$249 ﹤0.01% 607
2025
Q1 		$321 Hold
5
– – ﹤0.01% 279
2024
Q4 		$374 Sell
5
-745
-99% -$53.8K ﹤0.01% 696
2024
Q3 		$54.3K Sell
750
-929
-55% -$64.9K 0.13% 109
2024
Q2 		$115K Sell
1,679
-401
-19% -$28K 0.24% 71
2024
Q1 		$152K Sell
2,080
-166
-7% -$11.4K 0.18% 137
2023
Q4 		$152K Sell
2,246
-20
-0.9% -$1.25K 0.19% 126
2023
Q3 		$140K Sell
2,266
-2,110
-48% -$132K 0.18% 125
2023
Q2 		$268K Buy
+4,376
New +$253K 0.28% 87
2023
Q1 		– Sell
-16,079
Closed -$954K – 187
2022
Q4 		$954K Buy
+16,079
New +$960K 1.12% 18

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LGT Financial Advisors's SYLD Position: Q1 2026 in Review

LGT Financial Advisors sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2026, closing a stake of 1 share — an estimated $70 sold.

LGT Financial Advisors first reported a position in SYLD in Q4 2022 and held it in 12 quarters. The position peaked at $954K in Q4 2022. 167 funds tracked by Wall St. Rank hold SYLD as of Q1 2026.

  • LGT Financial Advisors reported no remaining Cambria Shareholder Yield ETF position as of Q1 2026 after selling out during the quarter.
  • LGT Financial Advisors sold 1 Cambria Shareholder Yield ETF share in Q1 2026, an estimated $70.
  • LGT Financial Advisors first reported a position in Cambria Shareholder Yield ETF in Q4 2022 and held it in 12 quarters.
  • LGT Financial Advisors's Cambria Shareholder Yield ETF position peaked at $954K in Q4 2022.
  • 167 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2026.

Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.