MC
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Moors & Cabot’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Moors & Cabot’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 		$277K Sell
3,500
-330
-9% -$25.8K 0.01% 787
2026
Q1 		$289K Hold
3,830
– – 0.01% 718
2025
Q4 		$266K Sell
3,830
-165
-4% -$11.3K 0.01% 733
2025
Q3 		$274K Sell
3,995
-35
-0.9% -$2.37K 0.01% 706
2025
Q2 		$262K Sell
4,030
-799
-17% -$49.8K 0.01% 702
2025
Q1 		$308K Sell
4,829
-94
-2% -$6.37K 0.02% 631
2024
Q4 		$337K Sell
4,923
-777
-14% -$56.1K 0.02% 634
2024
Q3 		$413K Buy
5,700
+11
+0.2% +$768 0.02% 553
2024
Q2 		$388K Sell
5,689
-1,749
-24% -$122K 0.02% 551
2024
Q1 		$545K Sell
7,438
-100
-1% -$6.87K 0.03% 469
2023
Q4 		$509K Sell
7,538
-2,329
-24% -$145K 0.03% 460
2023
Q3 		$610K Buy
9,867
+905
+10% +$56.7K 0.04% 375
2023
Q2 		$548K Sell
8,962
-18
-0.2% -$1.04K 0.04% 418
2023
Q1 		$527K Buy
8,980
+3,339
+59% +$207K 0.04% 420
2022
Q4 		$335K Buy
5,641
+1,670
+42% +$99.7K 0.02% 542
2022
Q3 		$209K Buy
3,971
+8
+0.2% +$463 0.02% 692
2022
Q2 		$216K Sell
3,963
-3,272
-45% -$200K 0.02% 679
2022
Q1 		$462K Buy
+7,235
New +$462K 0.03% 495

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

Moors & Cabot's SYLD Position: Q2 2026 in Review

Moors & Cabot reduced its Cambria Shareholder Yield ETF (SYLD) stake by 8.6% in Q2 2026, selling an estimated $25.8K and leaving 3,500 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #787.

Moors & Cabot first reported a position in SYLD in Q1 2022 and has held it in 18 quarters since. The position peaked at $610K in Q3 2023. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Moors & Cabot held 3,500 shares of Cambria Shareholder Yield ETF worth $277K as of Q2 2026.
  • Moors & Cabot sold 330 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $25.8K.
  • Cambria Shareholder Yield ETF made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #787 holding.
  • Moors & Cabot first reported a position in Cambria Shareholder Yield ETF in Q1 2022 and has held it in 18 quarters since.
  • Moors & Cabot's Cambria Shareholder Yield ETF position peaked at $610K in Q3 2023.
  • 165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.