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

Mutual 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 		$1.36M Buy
17,189
+1,341
+8% +$105K 0.03% 539
2026
Q1 		$1.2M Buy
15,848
+1,197
+8% +$89.5K 0.03% 527
2025
Q4 		$1.02M Sell
14,651
-110
-0.7% -$7.55K 0.02% 571
2025
Q3 		$1.01M Buy
14,761
+1,274
+9% +$86.3K 0.02% 571
2025
Q2 		$908K Buy
13,487
+128
+1% +$7.97K 0.02% 550
2025
Q1 		$804K Sell
13,359
-30
-0.2% -$2.03K 0.02% 531
2024
Q4 		$943K Sell
13,389
-1,720
-11% -$124K 0.03% 493
2024
Q3 		$1.08M Buy
15,109
+610
+4% +$42.6K 0.03% 462
2024
Q2 		$1.04M Buy
14,499
+2,123
+17% +$148K 0.03% 478
2024
Q1 		$907K Buy
12,376
+715
+6% +$49.1K 0.03% 502
2023
Q4 		$788K Buy
11,661
+1,369
+13% +$85.3K 0.03% 520
2023
Q3 		$637K Buy
10,292
+448
+5% +$28.1K 0.02% 547
2023
Q2 		$602K Buy
9,844
+2,340
+31% +$136K 0.02% 581
2023
Q1 		$440K Sell
7,504
-88
-1% -$5.45K 0.02% 663
2022
Q4 		$450K Sell
7,592
-5
-0.1% -$298 0.02% 624
2022
Q3 		$400K Sell
7,597
-4
-0.1% -$231 0.02% 631
2022
Q2 		$414K Sell
7,601
-850
-10% -$51.9K 0.03% 597
2022
Q1 		$540K Buy
8,451
+10
+0.1% +$639 0.03% 554
2021
Q4 		$546K Buy
8,441
+1,750
+26% +$112K 0.03% 554
2021
Q3 		$403K Buy
6,691
+791
+13% +$48.8K 0.02% 616
2021
Q2 		$378K Buy
5,900
+598
+11% +$38.2K 0.02% 618
2021
Q1 		$318K Buy
5,302
+300
+6% +$16.6K 0.02% 619
2020
Q4 		$223K Buy
+5,002
New +$200K 0.02% 672
2020
Q1 		– Sell
-5,125
Closed -$207K – 638
2019
Q4 		$207K Sell
5,125
-700
-12% -$26.9K 0.02% 554
2019
Q3 		$212K Buy
+5,825
New +$207K 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

Mutual Advisors's SYLD Position: Q2 2026 in Review

Mutual Advisors increased its Cambria Shareholder Yield ETF (SYLD) stake by 8.5% in Q2 2026, buying an estimated $105K and bringing the position to 17,189 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #539.

Mutual Advisors first reported a position in SYLD in Q3 2019 and has held it in 25 quarters since. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Mutual Advisors held 17,189 shares of Cambria Shareholder Yield ETF worth $1.36M as of Q2 2026.
  • Mutual Advisors bought 1,341 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $105K.
  • Cambria Shareholder Yield ETF made up 0.03% of Mutual Advisors's portfolio in Q2 2026, its #539 holding.
  • Mutual Advisors first reported a position in Cambria Shareholder Yield ETF in Q3 2019 and has held it in 25 quarters since.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.