MorganRosel Wealth Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

MorganRosel 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 Q1	–	Sell	-2,886	Closed	-$201K	–	123
2025 Q4	$201K	Buy	+2,886	New	+$198K	0.05%	111
2025 Q3	–	Sell	-3,269	Closed	-$213K	–	320
2025 Q2	$213K	Hold	3,269	–	–	0.06%	106
2025 Q1	$209K	Sell	3,269 -792	-20%	-$53.6K	0.06%	99
2024 Q4	$278K	Hold	4,061	–	–	0.09%	95
2024 Q3	$294K	Sell	4,061 -181	-4%	-$12.6K	0.1%	92
2024 Q2	$290K	Hold	4,242	–	–	0.1%	89
2024 Q1	$311K	Hold	4,242	–	–	0.11%	88
2023 Q4	$287K	Hold	4,242	–	–	0.11%	86
2023 Q3	$262K	Hold	4,242	–	–	0.11%	87
2023 Q2	$259K	Hold	4,242	–	–	0.11%	87
2023 Q1	$249K	Hold	4,242	–	–	0.11%	86
2022 Q4	$252K	Buy	+4,242	New	+$253K	0.12%	84

Other funds holding SYLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MorganRosel Wealth Management's SYLD Position: Q1 2026 in Review

MorganRosel Wealth Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2026, closing a stake of 2,886 shares — an estimated $201K sold.

MorganRosel Wealth Management first reported a position in SYLD in Q4 2022 and held it in 12 quarters. The position peaked at $311K in Q1 2024. 167 funds tracked by Wall St. Rank hold SYLD as of Q1 2026.

MorganRosel Wealth Management reported no remaining Cambria Shareholder Yield ETF position as of Q1 2026 after selling out during the quarter.
MorganRosel Wealth Management sold 2,886 Cambria Shareholder Yield ETF shares in Q1 2026, an estimated $201K.
MorganRosel Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q4 2022 and held it in 12 quarters.
MorganRosel Wealth Management's Cambria Shareholder Yield ETF position peaked at $311K in Q1 2024.
167 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.