Sherman Wealth Management
SYLD icon

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
Q3 		$1.88M Buy
23,339
+1,478
+7% +$124K 1.34% 23
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Intellus Advisors
Intellus Advisors Naples, Florida $854M AUM 28.33% 1-Year Est. Return
Rothschild Investment LLC
Rothschild Investment LLC Chicago, Illinois $2.69B AUM 27.79% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Opus Capital Group
Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return

Sherman Wealth Management's SYLD Position: Q3 2026 in Review

Sherman Wealth Management increased its Cambria Shareholder Yield ETF (SYLD) stake by 6.8% in Q3 2026, buying an estimated $124K and bringing the position to 23,339 shares worth $1.88M. The position accounts for 1.34% of the portfolio, ranked #23.

Sherman Wealth Management first reported a position in SYLD in Q4 2025 and has held it in 4 quarters since. 152 funds tracked by Wall St. Rank hold SYLD as of Q3 2026.

  • Sherman Wealth Management held 23,339 shares of Cambria Shareholder Yield ETF worth $1.88M as of Q3 2026.
  • Sherman Wealth Management bought 1,478 Cambria Shareholder Yield ETF shares in Q3 2026, an estimated $124K.
  • Cambria Shareholder Yield ETF made up 1.34% of Sherman Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Sherman Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q4 2025 and has held it in 4 quarters since.
  • 152 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2026.

Based on Sherman Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.