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MCC
Money Concepts Capital’s
Cambria Shareholder Yield ETF
SYLD
Stock Holding History
Money Concepts Capital’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
$264K
Sell
3,498
-105
-3%
-$7.85K
0.01%
485
2025
Q4
$250K
Sell
3,603
-5,269
-59%
-$362K
0.01%
466
2025
Q3
$609K
Sell
8,872
-228
-3%
-$15.4K
0.04%
297
2025
Q2
$592K
Buy
9,100
+477
+6%
+$29.7K
0.04%
284
2025
Q1
$550K
Sell
8,623
-1,303
-13%
-$88.2K
0.04%
286
2024
Q4
$680K
Sell
9,926
-378
-4%
-$27.3K
0.05%
261
2024
Q3
$746K
Buy
10,304
+523
+5%
+$36.5K
0.06%
246
2024
Q2
$668K
Buy
9,781
+555
+6%
+$38.8K
0.06%
255
2024
Q1
$676K
Buy
9,226
+184
+2%
+$12.6K
0.06%
253
2023
Q4
$611K
Buy
9,042
+248
+3%
+$15.4K
0.06%
243
2023
Q3
$544K
Sell
8,794
-47
-0.5%
-$2.94K
0.06%
240
2023
Q2
$541K
Sell
8,841
-20,633
-70%
-$1.19M
0.06%
243
2023
Q1
$301K
Buy
29,474
+19,235
+188%
+$1.19M
0.02%
355
2022
Q4
$607K
Buy
10,239
+7,755
+312%
+$463K
0.03%
386
2022
Q3
$131K
Hold
2,484
–
–
0.01%
515
2022
Q2
$137K
Sell
2,484
-807
-25%
-$49.3K
0.01%
499
2022
Q1
$210K
Buy
3,291
+710
+28%
+$45.3K
0.01%
722
2021
Q4
$167K
Buy
+2,581
New
+$165K
0.01%
508
Other funds holding SYLD
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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