MCC
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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
Q2 		$243K Sell
3,066
-432
-12% -$33.8K 0.01% 563
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
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

Money Concepts Capital's SYLD Position: Q2 2026 in Review

Money Concepts Capital reduced its Cambria Shareholder Yield ETF (SYLD) stake by 12% in Q2 2026, selling an estimated $33.8K and leaving 3,066 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #563.

Money Concepts Capital first reported a position in SYLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $746K in Q3 2024. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Money Concepts Capital held 3,066 shares of Cambria Shareholder Yield ETF worth $243K as of Q2 2026.
  • Money Concepts Capital sold 432 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $33.8K.
  • Cambria Shareholder Yield ETF made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #563 holding.
  • Money Concepts Capital first reported a position in Cambria Shareholder Yield ETF in Q4 2021 and has held it in 19 quarters since.
  • Money Concepts Capital's Cambria Shareholder Yield ETF position peaked at $746K in Q3 2024.
  • 165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.