Longview Financial Advisors
SYLD icon

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

Longview 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
Q3 		$1.39M Sell
17,218
-1,994
-10% -$167K 0.79% 19
2026
Q2 		$1.52M Buy
19,212
+442
+2% +$34.6K 0.89% 20
2026
Q1 		$1.42M Sell
18,770
-121
-0.6% -$9.04K 0.86% 21
2025
Q4 		$1.31M Sell
18,891
-1,246
-6% -$85.6K 0.89% 21
2025
Q3 		$1.38M Sell
20,137
-372
-2% -$25.2K 0.99% 19
2025
Q2 		$1.33M Sell
20,509
-2,720
-12% -$169K 1.13% 17
2025
Q1 		$1.48M Sell
23,229
-482
-2% -$32.6K 1.27% 16
2024
Q4 		$1.62M Sell
23,711
-1,617
-6% -$117K 1.28% 17
2024
Q3 		$1.83M Sell
25,328
-1,394
-5% -$97.4K 1.34% 17
2024
Q2 		$1.82M Buy
26,722
+712
+3% +$49.8K 1.39% 17
2024
Q1 		$1.91M Sell
26,010
-874
-3% -$60K 1.43% 17
2023
Q4 		$1.82M Buy
+26,884
New +$1.67M 1.46% 17

Other funds holding SYLD

Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Rothschild Investment LLC
Rothschild Investment LLC Chicago, Illinois $2.69B AUM 27.79% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Opus Capital Group
Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return

Longview Financial Advisors's SYLD Position: Q3 2026 in Review

Longview Financial Advisors reduced its Cambria Shareholder Yield ETF (SYLD) stake by 10% in Q3 2026, selling an estimated $167K and leaving 17,218 shares worth $1.39M. The position accounts for 0.79% of the portfolio, ranked #19.

Longview Financial Advisors first reported a position in SYLD in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.91M in Q1 2024. 112 funds tracked by Wall St. Rank hold SYLD as of Q3 2026.

  • Longview Financial Advisors held 17,218 shares of Cambria Shareholder Yield ETF worth $1.39M as of Q3 2026.
  • Longview Financial Advisors sold 1,994 Cambria Shareholder Yield ETF shares in Q3 2026, an estimated $167K.
  • Cambria Shareholder Yield ETF made up 0.79% of Longview Financial Advisors's portfolio in Q3 2026, its #19 holding.
  • Longview Financial Advisors first reported a position in Cambria Shareholder Yield ETF in Q4 2023 and has held it in 12 quarters since.
  • Longview Financial Advisors's Cambria Shareholder Yield ETF position peaked at $1.91M in Q1 2024.
  • 112 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2026.

Based on Longview Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.