Root Financial Partners
SYLD icon

Root Financial Partners’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Root Financial 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
Q3 		$28.8K Buy
+357
New +$30K ﹤0.01% 1363
2026
Q2 		– Sell
-357
Closed -$26.9K – 2861
2026
Q1 		$26.9K Sell
357
-81
-18% -$6.05K ﹤0.01% 1163
2025
Q4 		$30.4K Hold
438
– – ﹤0.01% 944
2025
Q3 		$30.1K Buy
+438
New +$29.7K ﹤0.01% 891

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ALM First Financial Advisors
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Root Financial Partners's SYLD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Cambria Shareholder Yield ETF (SYLD) in Q3 2026: 357 shares worth $28.8K. The stake represents ﹤0.01% of the portfolio and ranks #1363 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SYLD as recently as Q1 2026.

Root Financial Partners first reported a position in SYLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $30.4K in Q4 2025. 65 funds tracked by Wall St. Rank hold SYLD as of Q3 2026.

  • Root Financial Partners held 357 shares of Cambria Shareholder Yield ETF worth $28.8K as of Q3 2026.
  • Cambria Shareholder Yield ETF was a new Root Financial Partners position in Q3 2026.
  • Cambria Shareholder Yield ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1363 holding.
  • Root Financial Partners first reported a position in Cambria Shareholder Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Cambria Shareholder Yield ETF position peaked at $30.4K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.