Steward Partners Investment Advisory
SYLD icon

Steward Partners Investment Advisory’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Steward Partners Investment Advisory’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 		$861K Sell
10,881
-858
-7% -$67.2K ﹤0.01% 1385
2026
Q1 		$885K Sell
11,739
-1,212
-9% -$90.6K ﹤0.01% 1232
2025
Q4 		$900K Sell
12,951
-46,299
-78% -$3.18M ﹤0.01% 1121
2025
Q3 		$4.07M Buy
59,250
+2,971
+5% +$201K 0.02% 530
2025
Q2 		$3.66M Buy
56,279
+2,129
+4% +$133K 0.03% 507
2025
Q1 		$3.45M Buy
54,150
+3,547
+7% +$240K 0.03% 497
2024
Q4 		$3.46M Buy
50,603
+6,586
+15% +$476K 0.03% 475
2024
Q3 		$3.19M Buy
44,017
+626
+1% +$43.7K 0.03% 493
2024
Q2 		$2.96M Buy
43,391
+9,607
+28% +$672K 0.03% 477
2024
Q1 		$2.48M Buy
33,784
+4,054
+14% +$278K 0.03% 514
2023
Q4 		$2.01M Buy
29,730
+8,441
+40% +$526K 0.03% 505
2023
Q3 		$1.32M Sell
21,289
-314
-1% -$19.7K 0.02% 582
2023
Q2 		$1.32M Sell
21,603
-1,095
-5% -$63.4K 0.02% 607
2023
Q1 		$1.33M Buy
22,698
+8,143
+56% +$504K 0.02% 592
2022
Q4 		$863K Buy
14,555
+6,713
+86% +$401K 0.01% 713
2022
Q3 		$412K Buy
7,842
+5,545
+241% +$321K 0.01% 917
2022
Q2 		$125K Buy
2,297
+343
+18% +$21K ﹤0.01% 1404
2022
Q1 		$125K Buy
+1,954
New +$125K ﹤0.01% 1513
2021
Q2 		– Sell
-21
Closed -$1.26K – 7385
2021
Q1 		$1.26K Hold
21
– – ﹤0.01% 3290
2020
Q4 		$1K Hold
21
– – ﹤0.01% 2814
2020
Q3 		$1K Hold
21
– – ﹤0.01% 2689
2020
Q2 		$1K Buy
21
+1
+5% +$30 ﹤0.01% 2612
2020
Q1 		$0 Hold
20
– – ﹤0.01% 2693
2019
Q4 		$0 Hold
20
– – ﹤0.01% 2740
2019
Q3 		$0 Buy
+20
New +$711 ﹤0.01% 2760

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Steward Partners Investment Advisory's SYLD Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Cambria Shareholder Yield ETF (SYLD) stake by 7.3% in Q2 2026, selling an estimated $67.2K and leaving 10,881 shares worth $861K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Steward Partners Investment Advisory first reported a position in SYLD in Q3 2019 and has held it in 25 quarters since. The position peaked at $4.07M in Q3 2025. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Steward Partners Investment Advisory held 10,881 shares of Cambria Shareholder Yield ETF worth $861K as of Q2 2026.
  • Steward Partners Investment Advisory sold 858 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $67.2K.
  • Cambria Shareholder Yield ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1385 holding.
  • Steward Partners Investment Advisory first reported a position in Cambria Shareholder Yield ETF in Q3 2019 and has held it in 25 quarters since.
  • Steward Partners Investment Advisory's Cambria Shareholder Yield ETF position peaked at $4.07M in Q3 2025.
  • 165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.