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SYLD icon

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

Revolve 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
Q2 		$29.6M Buy
374,169
+9,986
+3% +$782K 3.08% 7
2026
Q1 		$27.5M Sell
364,183
-22,806
-6% -$1.7M 3.57% 5
2025
Q4 		$26.9M Buy
386,989
+5,088
+1% +$349K 3.16% 6
2025
Q3 		$26.2M Buy
381,901
+15,829
+4% +$1.07M 3.15% 7
2025
Q2 		$23.8M Buy
366,072
+36,327
+11% +$2.26M 3.11% 8
2025
Q1 		$21M Buy
329,745
+28,660
+10% +$1.94M 3.04% 8
2024
Q4 		$20.6M Buy
301,085
+10,023
+3% +$724K 3.03% 8
2024
Q3 		$21.1M Buy
291,062
+7,889
+3% +$551K 3.22% 8
2024
Q2 		$19.3M Buy
283,173
+13,218
+5% +$924K 3.19% 8
2024
Q1 		$19.8M Buy
269,955
+8,342
+3% +$573K 3.38% 7
2023
Q4 		$17.7M Buy
261,613
+14,844
+6% +$925K 3.42% 7
2023
Q3 		$15.3M Buy
246,769
+21,092
+9% +$1.32M 3.54% 5
2023
Q2 		$13.8M Buy
225,677
+81,787
+57% +$4.74M 3.23% 7
2023
Q1 		$8.45M Buy
143,890
+96,065
+201% +$5.95M 2.15% 17
2022
Q4 		$2.84M Buy
+47,825
New +$2.85M 0.81% 28

Other funds holding SYLD

AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
SWM
Sherman Wealth Management Gaithersburg, Maryland $133M AUM
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return