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 Q2	$1.14M	Sell	14,391 -230	-2%	-$18K	0.04%	360
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Meridian Wealth Management's SYLD Position: Q2 2026 in Review

Meridian Wealth Management reduced its Cambria Shareholder Yield ETF (SYLD) stake by 1.6% in Q2 2026, selling an estimated $18K and leaving 14,391 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #360.

Meridian Wealth Management first reported a position in SYLD in Q4 2023 and has held it in 10 quarters since. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

Meridian Wealth Management held 14,391 shares of Cambria Shareholder Yield ETF worth $1.14M as of Q2 2026.
Meridian Wealth Management sold 230 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $18K.
Cambria Shareholder Yield ETF made up 0.04% of Meridian Wealth Management's portfolio in Q2 2026, its #360 holding.
Meridian Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q4 2023 and has held it in 10 quarters since.
166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.