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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
Q2 		$559K Sell
7,068
-149
-2% -$11.7K ﹤0.01% 1251
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MAI Capital Management's SYLD Position: Q2 2026 in Review

MAI Capital Management reduced its Cambria Shareholder Yield ETF (SYLD) stake by 2.1% in Q2 2026, selling an estimated $11.7K and leaving 7,068 shares worth $559K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

MAI Capital Management first reported a position in SYLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.7M in Q1 2025. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • MAI Capital Management held 7,068 shares of Cambria Shareholder Yield ETF worth $559K as of Q2 2026.
  • MAI Capital Management sold 149 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $11.7K.
  • Cambria Shareholder Yield ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1251 holding.
  • MAI Capital Management first reported a position in Cambria Shareholder Yield ETF in Q3 2023 and has held it in 12 quarters since.
  • MAI Capital Management's Cambria Shareholder Yield ETF position peaked at $1.7M in Q1 2025.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.