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

Sherman 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 		$1.73M Buy
21,861
+589
+3% +$46.1K 1.3% 21
2026
Q1 		$1.6M Sell
21,272
-235
-1% -$17.6K 1.38% 19
2025
Q4 		$1.5M Buy
+21,507
New +$1.48M 1.3% 22

Other funds holding SYLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Sherman Wealth Management's SYLD Position: Q2 2026 in Review

Sherman Wealth Management increased its Cambria Shareholder Yield ETF (SYLD) stake by 2.8% in Q2 2026, buying an estimated $46.1K and bringing the position to 21,861 shares worth $1.73M. The position accounts for 1.3% of the portfolio, ranked #21.

Sherman Wealth Management first reported a position in SYLD in Q4 2025 and has held it in 3 quarters since. 103 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Sherman Wealth Management held 21,861 shares of Cambria Shareholder Yield ETF worth $1.73M as of Q2 2026.
  • Sherman Wealth Management bought 589 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $46.1K.
  • Cambria Shareholder Yield ETF made up 1.3% of Sherman Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Sherman Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 103 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.