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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
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% +$7.37K 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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sigma Planning Corp's SYLD Position: Q1 2026 in Review

Sigma Planning Corp increased its Cambria Shareholder Yield ETF (SYLD) stake by 0.58% in Q1 2026, buying an estimated $10.5K and bringing the position to 24,385 shares worth $1.84M. The position accounts for 0.05% of the portfolio, ranked #358.

Sigma Planning Corp first reported a position in SYLD in Q4 2014 and has held it in 25 quarters since. 167 funds tracked by Wall St. Rank hold SYLD as of Q1 2026.

  • Sigma Planning Corp held 24,385 shares of Cambria Shareholder Yield ETF worth $1.84M as of Q1 2026.
  • Sigma Planning Corp bought 140 Cambria Shareholder Yield ETF shares in Q1 2026, an estimated $10.5K.
  • Cambria Shareholder Yield ETF made up 0.05% of Sigma Planning Corp's portfolio in Q1 2026, its #358 holding.
  • Sigma Planning Corp first reported a position in Cambria Shareholder Yield ETF in Q4 2014 and has held it in 25 quarters since.
  • 167 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.