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MONECO Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

MONECO 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
Q2 		$4.05M Sell
51,266
-2,686
-5% -$210K 0.25% 83
2026
Q1 		$4.07M Sell
53,952
-13,408
-20% -$1M 0.32% 69
2025
Q4 		$4.68M Sell
67,360
-17,933
-21% -$1.23M 0.37% 55
2025
Q3 		$5.86M Sell
85,293
-17,187
-17% -$1.16M 0.49% 39
2025
Q2 		$6.66M Sell
102,480
-23,333
-19% -$1.45M 0.62% 35
2025
Q1 		$8.03M Sell
125,813
-17,312
-12% -$1.17M 0.83% 27
2024
Q4 		$9.8M Sell
143,125
-15,005
-9% -$1.08M 1.03% 22
2024
Q3 		$11.4M Sell
158,130
-13,872
-8% -$969K 1.42% 12
2024
Q2 		$11.7M Buy
172,002
+14,047
+9% +$982K 1.73% 7
2024
Q1 		$11.6M Buy
157,955
+68,507
+77% +$4.7M 1.84% 6
2023
Q4 		$6.04M Buy
89,448
+14,999
+20% +$934K 1.15% 15
2023
Q3 		$4.61M Buy
74,449
+8,555
+13% +$536K 1.25% 14
2023
Q2 		$4.03M Buy
65,894
+11,227
+21% +$650K 1.1% 16
2023
Q1 		$3.21M Buy
54,667
+9,353
+21% +$579K 0.94% 18
2022
Q4 		$2.69M Buy
45,314
+24,849
+121% +$1.48M 0.97% 20
2022
Q3 		$1.08M Buy
20,465
+4,966
+32% +$287K 0.43% 59
2022
Q2 		$843K Buy
15,499
+4,141
+36% +$253K 0.33% 77
2022
Q1 		$726K Buy
11,358
+2,418
+27% +$154K 0.27% 86
2021
Q4 		$565K Buy
8,940
+1,620
+22% +$104K 0.21% 115
2021
Q3 		$441K Buy
7,320
+2,028
+38% +$125K 0.17% 132
2021
Q2 		$339K Buy
+5,292
New +$338K 0.16% 144

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

MONECO Advisors's SYLD Position: Q2 2026 in Review

MONECO Advisors reduced its Cambria Shareholder Yield ETF (SYLD) stake by 5% in Q2 2026, selling an estimated $210K and leaving 51,266 shares worth $4.05M. The position accounts for 0.25% of the portfolio, ranked #83.

MONECO Advisors first reported a position in SYLD in Q2 2021 and has held it in 21 quarters since. The position peaked at $11.7M in Q2 2024. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • MONECO Advisors held 51,266 shares of Cambria Shareholder Yield ETF worth $4.05M as of Q2 2026.
  • MONECO Advisors sold 2,686 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $210K.
  • Cambria Shareholder Yield ETF made up 0.25% of MONECO Advisors's portfolio in Q2 2026, its #83 holding.
  • MONECO Advisors first reported a position in Cambria Shareholder Yield ETF in Q2 2021 and has held it in 21 quarters since.
  • MONECO Advisors's Cambria Shareholder Yield ETF position peaked at $11.7M in Q2 2024.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.