SWRP
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Summit Wealth & Retirement Planning’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Summit Wealth & Retirement Planning’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 		$1.79M Buy
22,647
+856
+4% +$67K 0.38% 37
2026
Q1 		$1.64M Buy
21,791
+931
+4% +$69.6K 0.39% 35
2025
Q4 		$1.45M Buy
20,860
+452
+2% +$31K 0.34% 34
2025
Q3 		$1.4M Buy
20,408
+3,257
+19% +$221K 0.34% 33
2025
Q2 		$1.12M Buy
17,151
+864
+5% +$53.8K 0.3% 34
2025
Q1 		$1.04M Buy
16,287
+1,686
+12% +$114K 0.32% 30
2024
Q4 		$1,000K Buy
14,601
+3,394
+30% +$245K 0.31% 27
2024
Q3 		$811K Buy
11,207
+3,197
+40% +$223K 0.26% 26
2024
Q2 		$547K Buy
8,010
+5,024
+168% +$351K 0.19% 34
2024
Q1 		$219K Buy
+2,986
New +$205K 0.08% 62
2020
Q1 		– Sell
-115,102
Closed -$4.64M – 129
2019
Q4 		$4.64M Buy
115,102
+1,852
+2% +$71.1K 2.07% 12
2019
Q3 		$4.12M Buy
113,250
+5,319
+5% +$189K 2.49% 8
2019
Q2 		$3.88M Sell
107,931
-1,265
-1% -$45.7K 2.27% 7
2019
Q1 		$3.93M Buy
109,196
+8,294
+8% +$296K 2.34% 6
2018
Q4 		$3.28M Buy
+100,902
New +$3.61M 2.48% 7

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

Summit Wealth & Retirement Planning's SYLD Position: Q2 2026 in Review

Summit Wealth & Retirement Planning increased its Cambria Shareholder Yield ETF (SYLD) stake by 3.9% in Q2 2026, buying an estimated $67K and bringing the position to 22,647 shares worth $1.79M. The position accounts for 0.38% of the portfolio, ranked #37.

Summit Wealth & Retirement Planning first reported a position in SYLD in Q4 2018 and has held it in 15 quarters since. The position peaked at $4.64M in Q4 2019. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Summit Wealth & Retirement Planning held 22,647 shares of Cambria Shareholder Yield ETF worth $1.79M as of Q2 2026.
  • Summit Wealth & Retirement Planning bought 856 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $67K.
  • Cambria Shareholder Yield ETF made up 0.38% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #37 holding.
  • Summit Wealth & Retirement Planning first reported a position in Cambria Shareholder Yield ETF in Q4 2018 and has held it in 15 quarters since.
  • Summit Wealth & Retirement Planning's Cambria Shareholder Yield ETF position peaked at $4.64M in Q4 2019.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.