MCM
SYLD icon

MAI Capital Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

MAI Capital Management’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 		$544K Sell
7,217
-112
-2% -$8.37K ﹤0.01% 992
2025
Q4 		$510K Sell
7,329
-8,915
-55% -$612K ﹤0.01% 954
2025
Q3 		$1.12M Sell
16,244
-1,902
-10% -$129K 0.01% 665
2025
Q2 		$1.18M Sell
18,146
-8,553
-32% -$533K 0.01% 608
2025
Q1 		$1.7M Buy
26,699
+3,453
+15% +$234K 0.01% 507
2024
Q4 		$1.59M Buy
23,246
+28
+0.1% +$2.02K 0.01% 524
2024
Q3 		$1.68M Buy
23,218
+2,621
+13% +$183K 0.02% 429
2024
Q2 		$1.41M Buy
20,597
+6,312
+44% +$441K 0.01% 504
2024
Q1 		$1.05M Buy
14,285
+814
+6% +$55.9K 0.01% 564
2023
Q4 		$910K Buy
13,471
+3,944
+41% +$246K 0.01% 492
2023
Q3 		$589K Buy
+9,527
New +$597K 0.01% 582

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $961M 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 $3.57B 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