Sigma Planning Corp
SYLD icon

Sigma Planning Corp’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Sigma Planning Corp’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 		$2.11M Buy
26,186
+913
+4% +$76.6K 0.05% 332
2026
Q2 		$2M Buy
25,273
+888
+4% +$69.6K 0.05% 368
2026
Q1 		$1.84M Buy
24,385
+140
+0.6% +$10.5K 0.05% 358
2025
Q4 		$1.69M Buy
24,245
+692
+3% +$47.5K 0.05% 363
2025
Q3 		$1.62M Buy
23,553
+1,456
+7% +$98.6K 0.05% 376
2025
Q2 		$1.44M Buy
22,097
+2,040
+10% +$127K 0.04% 388
2025
Q1 		$1.28M Sell
20,057
-2,085
-9% -$141K 0.04% 406
2024
Q4 		$1.52M Buy
22,142
+102
+0.5% +$7.36K 0.05% 353
2024
Q3 		$1.6M Buy
22,040
+5,148
+30% +$360K 0.05% 356
2024
Q2 		$1.15M Buy
16,892
+11,732
+227% +$820K 0.04% 438
2024
Q1 		$378K Buy
+5,160
New +$354K 0.01% 871
2023
Q4 		– Sell
-3,361
Closed -$208K – 1141
2023
Q3 		$208K Sell
3,361
-5,963
-64% -$374K 0.01% 1074
2023
Q2 		$570K Sell
9,324
-1,832
-16% -$106K 0.02% 680
2023
Q1 		$655K Sell
11,156
-2,088
-16% -$129K 0.02% 695
2022
Q4 		$786K Sell
13,244
-255
-2% -$15.2K 0.03% 577
2022
Q3 		$710K Buy
13,499
+547
+4% +$31.6K 0.03% 591
2022
Q2 		$705K Buy
12,952
+5,264
+68% +$322K 0.02% 610
2022
Q1 		$491K Sell
7,688
-581
-7% -$37.1K 0.01% 849
2021
Q4 		$534K Buy
+8,269
New +$529K 0.01% 824
2021
Q3 		– Sell
-3,614
Closed -$231K – 1488
2021
Q2 		$231K Buy
+3,614
New +$231K 0.01% 1213
2016
Q3 		– Sell
-30,960
Closed -$875K – 778
2016
Q2 		$875K Sell
30,960
-4,757
-13% -$136K 0.11% 202
2016
Q1 		$1.03M Sell
35,717
-8,576
-19% -$236K 0.14% 167
2015
Q4 		$1.28M Buy
44,293
+36,318
+455% +$1.12M 0.18% 133
2015
Q3 		$232K Sell
7,975
-39,997
-83% -$1.23M 0.04% 516
2015
Q2 		$1.5M Sell
47,972
-5,424
-10% -$173K 0.21% 119
2015
Q1 		$1.7M Sell
53,396
-2,275
-4% -$71.9K 0.22% 109
2014
Q4 		$1.74M Buy
+55,671
New +$1.73M 0.23% 111

Other funds holding SYLD

Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Verum Partners
Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
DKM Wealth Management
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
ALM First Financial Advisors
ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.08B AUM 11.73% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Sigma Planning Corp's SYLD Position: Q3 2026 in Review

Sigma Planning Corp increased its Cambria Shareholder Yield ETF (SYLD) stake by 3.6% in Q3 2026, buying an estimated $76.6K and bringing the position to 26,186 shares worth $2.11M. The position accounts for 0.05% of the portfolio, ranked #332.

Sigma Planning Corp first reported a position in SYLD in Q4 2014 and has held it in 27 quarters since. 58 funds tracked by Wall St. Rank hold SYLD as of Q3 2026.

  • Sigma Planning Corp held 26,186 shares of Cambria Shareholder Yield ETF worth $2.11M as of Q3 2026.
  • Sigma Planning Corp bought 913 Cambria Shareholder Yield ETF shares in Q3 2026, an estimated $76.6K.
  • Cambria Shareholder Yield ETF made up 0.05% of Sigma Planning Corp's portfolio in Q3 2026, its #332 holding.
  • Sigma Planning Corp first reported a position in Cambria Shareholder Yield ETF in Q4 2014 and has held it in 27 quarters since.
  • 58 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.