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

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Sherman Wealth Management Gaithersburg, Maryland $133M AUM

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return