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

Sagespring 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	$324K	Buy	4,096 +11	+0.3%	+$862	0.01%	660
2026 Q1	$308K	Buy	4,085 +18	+0.4%	+$1.34K	0.01%	648
2025 Q4	$283K	Buy	4,067 +8	+0.2%	+$549	0.01%	638
2025 Q3	$279K	Buy	4,059 +21	+0.5%	+$1.42K	0.01%	625
2025 Q2	$263K	Buy	4,038 +181	+5%	+$11.3K	0.01%	619
2025 Q1	$246K	Sell	3,857 -1,524	-28%	-$103K	0.01%	576
2024 Q4	$368K	Buy	+5,381	New	+$389K	0.01%	417

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

Sagespring Wealth Partners's SYLD Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Cambria Shareholder Yield ETF (SYLD) stake by 0.27% in Q2 2026, buying an estimated $862 and bringing the position to 4,096 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #660.

Sagespring Wealth Partners first reported a position in SYLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $368K in Q4 2024. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

Sagespring Wealth Partners held 4,096 shares of Cambria Shareholder Yield ETF worth $324K as of Q2 2026.
Sagespring Wealth Partners bought 11 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $862.
Cambria Shareholder Yield ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #660 holding.
Sagespring Wealth Partners first reported a position in Cambria Shareholder Yield ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Cambria Shareholder Yield ETF position peaked at $368K in Q4 2024.
165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.