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Opus Capital Group’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Opus Capital Group’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 		$18.9M Buy
239,067
+2,290
+1% +$179K 1.83% 20
2026
Q1 		$17.9M Buy
236,777
+1,643
+0.7% +$123K 1.92% 18
2025
Q4 		$16.3M Buy
235,134
+10,671
+5% +$733K 1.77% 18
2025
Q3 		$15.4M Buy
224,463
+929
+0.4% +$62.9K 1.73% 18
2025
Q2 		$14.5M Sell
223,534
-453
-0.2% -$28.2K 1.74% 18
2025
Q1 		$14.3M Buy
223,987
+2,837
+1% +$192K 1.84% 18
2024
Q4 		$15.1M Buy
221,150
+513
+0.2% +$37K 1.92% 18
2024
Q3 		$16M Buy
220,637
+15,536
+8% +$1.09M 2% 16
2024
Q2 		$14M Buy
205,101
+7,339
+4% +$513K 2% 16
2024
Q1 		$14.5M Buy
197,762
+127
+0.1% +$8.72K 2.12% 14
2023
Q4 		$13.4M Buy
197,635
+5,542
+3% +$345K 2.17% 14
2023
Q3 		$11.9M Buy
192,093
+55,800
+41% +$3.5M 2.11% 14
2023
Q2 		$8.34M Buy
+136,293
New +$7.89M 1.44% 20

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

Opus Capital Group's SYLD Position: Q2 2026 in Review

Opus Capital Group increased its Cambria Shareholder Yield ETF (SYLD) stake by 0.97% in Q2 2026, buying an estimated $179K and bringing the position to 239,067 shares worth $18.9M. The position accounts for 1.83% of the portfolio, ranked #20.

Opus Capital Group first reported a position in SYLD in Q2 2023 and has held it in 13 quarters since. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Opus Capital Group held 239,067 shares of Cambria Shareholder Yield ETF worth $18.9M as of Q2 2026.
  • Opus Capital Group bought 2,290 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $179K.
  • Cambria Shareholder Yield ETF made up 1.83% of Opus Capital Group's portfolio in Q2 2026, its #20 holding.
  • Opus Capital Group first reported a position in Cambria Shareholder Yield ETF in Q2 2023 and has held it in 13 quarters since.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Opus Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.