Sheets Smith Wealth Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Sheets Smith Wealth Management’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	$1.28M	Sell	16,193 -1,963	-11%	-$154K	0.13%	162
2026 Q1	$1.37M	Sell	18,156 -2,879	-14%	-$215K	0.15%	140
2025 Q4	$1.46M	Sell	21,035 -893	-4%	-$61.3K	0.16%	127
2025 Q3	$1.51M	Sell	21,928 -371	-2%	-$25.1K	0.17%	126
2025 Q2	$1.45M	Sell	22,299 -641	-3%	-$39.9K	0.17%	122
2025 Q1	$1.46M	Sell	22,940 -9,000	-28%	-$610K	0.18%	119
2024 Q4	$2.19M	Hold	31,940	–	–	0.27%	92
2024 Q3	$2.31M	Sell	31,940 -982	-3%	-$68.6K	0.28%	89
2024 Q2	$2.25M	Sell	32,922 -4,282	-12%	-$299K	0.27%	91
2024 Q1	$2.73M	Sell	37,204 -2,625	-7%	-$180K	0.31%	83
2023 Q4	$2.69M	Buy	39,829 +503	+1%	+$31.3K	0.38%	68
2023 Q3	$2.43M	Sell	39,326 -28	-0.1%	-$1.75K	0.37%	72
2023 Q2	$2.41M	Buy	39,354 +4,651	+13%	+$269K	0.35%	72
2023 Q1	$2.04M	Sell	34,703 -2,788	-7%	-$173K	0.31%	79
2022 Q4	$2.22M	Sell	37,491 -3,758	-9%	-$224K	0.35%	71
2022 Q3	$2.17M	Hold	41,249	–	–	0.36%	71
2022 Q2	$2.24M	Buy	41,249 +24,034	+140%	+$1.47M	0.37%	69
2022 Q1	$1.1M	Buy	+17,215	New	+$1.1M	0.15%	133

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

Sheets Smith Wealth Management's SYLD Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Cambria Shareholder Yield ETF (SYLD) stake by 11% in Q2 2026, selling an estimated $154K and leaving 16,193 shares worth $1.28M. The position accounts for 0.13% of the portfolio, ranked #162.

Sheets Smith Wealth Management first reported a position in SYLD in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.73M in Q1 2024. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

Sheets Smith Wealth Management held 16,193 shares of Cambria Shareholder Yield ETF worth $1.28M as of Q2 2026.
Sheets Smith Wealth Management sold 1,963 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $154K.
Cambria Shareholder Yield ETF made up 0.13% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #162 holding.
Sheets Smith Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q1 2022 and has held it in 18 quarters since.
Sheets Smith Wealth Management's Cambria Shareholder Yield ETF position peaked at $2.73M in Q1 2024.
166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.