MWM
SYLD icon

Meridian Wealth Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Meridian Wealth 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 		$1.1M Buy
14,621
+192
+1% +$14.3K 0.04% 338
2025
Q4 		$1M Sell
14,429
-1,369
-9% -$94K 0.04% 355
2025
Q3 		$1.08M Buy
15,798
+938
+6% +$63.5K 0.04% 314
2025
Q2 		$966K Buy
14,860
+443
+3% +$27.6K 0.04% 315
2025
Q1 		$920K Sell
14,417
-887
-6% -$60.1K 0.04% 307
2024
Q4 		$1.05M Buy
15,304
+1,411
+10% +$102K 0.05% 285
2024
Q3 		$1.01M Buy
+13,893
New +$971K 0.05% 281
2024
Q2 		– Sell
-8,371
Closed -$613K – 484
2024
Q1 		$613K Buy
8,371
+4,935
+144% +$339K 0.1% 125
2023
Q4 		$232K Buy
+3,436
New +$214K 0.01% 542

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