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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
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

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

Root Financial Partners's SYLD Position: Q2 2026 in Review

Root Financial Partners sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2026, closing a stake of 357 shares — an estimated $26.9K sold.

Root Financial Partners first reported a position in SYLD in Q3 2025 and held it in 3 quarters. The position peaked at $30.4K in Q4 2025. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Root Financial Partners reported no remaining Cambria Shareholder Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 357 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $26.9K.
  • Root Financial Partners first reported a position in Cambria Shareholder Yield ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Cambria Shareholder Yield ETF position peaked at $30.4K in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.