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Sunbelt Securities’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Sunbelt Securities’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 		– Sell
-1
Closed -$45 – 3078
2025
Q4 		$45 Sell
1
-985
-100% -$67.7K ﹤0.01% 2653
2025
Q3 		$67.7K Buy
+986
New +$66.8K ﹤0.01% 928
2023
Q4 		– Sell
-1
Closed -$57 – 1783
2023
Q3 		$57 Sell
1
-189
-99% -$11.8K ﹤0.01% 1740
2023
Q2 		$11.6K Hold
190
– – ﹤0.01% 1143
2023
Q1 		$11K Buy
+190
New +$11.8K ﹤0.01% 1107

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 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 $110B AUM 26.29% 1-Year Est. Return

Sunbelt Securities's SYLD Position: Q1 2026 in Review

Sunbelt Securities sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2026, closing a stake of 1 share — an estimated $45 sold.

Sunbelt Securities first reported a position in SYLD in Q1 2023 and held it in 5 quarters. The position peaked at $67.7K in Q3 2025. 167 funds tracked by Wall St. Rank hold SYLD as of Q1 2026.

  • Sunbelt Securities reported no remaining Cambria Shareholder Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Sunbelt Securities sold 1 Cambria Shareholder Yield ETF share in Q1 2026, an estimated $45.
  • Sunbelt Securities first reported a position in Cambria Shareholder Yield ETF in Q1 2023 and held it in 5 quarters.
  • Sunbelt Securities's Cambria Shareholder Yield ETF position peaked at $67.7K in Q3 2025.
  • 167 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.