Physician Wealth Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Physician Wealth 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	$294K	Sell	3,721 -1,073	-22%	-$84K	0.04%	161
2026 Q1	$362K	Buy	4,794 +6	+0.1%	+$448	0.05%	129
2025 Q4	$333K	Buy	4,788 +143	+3%	+$9.82K	0.05%	133
2025 Q3	$319K	Sell	4,645 -28	-0.6%	-$1.9K	0.05%	134
2025 Q2	$304K	Sell	4,673 -187	-4%	-$11.6K	0.05%	138
2025 Q1	$310K	Sell	4,860 -1	-0%	-$68	0.05%	132
2024 Q4	$333K	Sell	4,861 -10	-0.2%	-$722	0.06%	128
2024 Q3	$353K	Sell	4,871 -553	-10%	-$38.6K	0.06%	121
2024 Q2	$391K	Sell	5,424 -9	-0.2%	-$629	0.07%	107
2024 Q1	$377K	Buy	5,433 +79	+1%	+$5.42K	0.08%	108
2023 Q4	$360K	Buy	5,354 +996	+23%	+$62K	0.08%	108
2023 Q3	$266K	Buy	+4,358	New	+$273K	0.07%	119

Other funds holding SYLD

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

RIL

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

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

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Physician Wealth Advisors's SYLD Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Cambria Shareholder Yield ETF (SYLD) stake by 22% in Q2 2026, selling an estimated $84K and leaving 3,721 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #161.

Physician Wealth Advisors first reported a position in SYLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $391K in Q2 2024. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

Physician Wealth Advisors held 3,721 shares of Cambria Shareholder Yield ETF worth $294K as of Q2 2026.
Physician Wealth Advisors sold 1,073 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $84K.
Cambria Shareholder Yield ETF made up 0.04% of Physician Wealth Advisors's portfolio in Q2 2026, its #161 holding.
Physician Wealth Advisors first reported a position in Cambria Shareholder Yield ETF in Q3 2023 and has held it in 12 quarters since.
Physician Wealth Advisors's Cambria Shareholder Yield ETF position peaked at $391K in Q2 2024.
166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.