Obermeyer Wealth Partners’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Obermeyer Wealth Partners’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	$480K	Sell	6,363 -16	-0.3%	-$1.2K	0.02%	176
2025 Q4	$443K	Buy	6,379 +16	+0.3%	+$1.1K	0.02%	185
2025 Q3	$437K	Hold	6,363	–	–	0.02%	187
2025 Q2	$414K	Hold	6,363	–	–	0.02%	179
2025 Q1	$406K	Sell	6,363 -1,053	-14%	-$71.3K	0.02%	173
2024 Q4	$508K	Buy	7,416 +1,424	+24%	+$103K	0.03%	150
2024 Q3	$434K	Hold	5,992	–	–	0.02%	169
2024 Q2	$409K	Buy	+5,992	New	+$419K	0.02%	166

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 $377B 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 $965M AUM 22.88% 1-Year Est. Return

Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.76B 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

Obermeyer Wealth Partners's SYLD Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its Cambria Shareholder Yield ETF (SYLD) stake by 0.25% in Q1 2026, selling an estimated $1.2K and leaving 6,363 shares worth $480K. The position accounts for 0.02% of the portfolio, ranked #176.

Obermeyer Wealth Partners first reported a position in SYLD in Q2 2024 and has held it in 8 quarters since. The position peaked at $508K in Q4 2024. 167 funds tracked by Wall St. Rank hold SYLD as of Q1 2026.

Obermeyer Wealth Partners held 6,363 shares of Cambria Shareholder Yield ETF worth $480K as of Q1 2026.
Obermeyer Wealth Partners sold 16 Cambria Shareholder Yield ETF shares in Q1 2026, an estimated $1.2K.
Cambria Shareholder Yield ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #176 holding.
Obermeyer Wealth Partners first reported a position in Cambria Shareholder Yield ETF in Q2 2024 and has held it in 8 quarters since.
Obermeyer Wealth Partners's Cambria Shareholder Yield ETF position peaked at $508K in Q4 2024.
167 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.