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TCFG Wealth Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

TCFG Wealth Management’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 		$311K Buy
4,121
+606
+17% +$45.3K 0.12% 185
2025
Q4 		$257K Sell
3,515
-606
-15% -$41.6K 0.1% 213
2025
Q3 		$284K Buy
4,121
+59
+1% +$4K 0.11% 202
2025
Q2 		$264K Buy
+4,062
New +$253K 0.12% 205

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

TCFG Wealth Management's SYLD Position: Q1 2026 in Review

TCFG Wealth Management increased its Cambria Shareholder Yield ETF (SYLD) stake by 17% in Q1 2026, buying an estimated $45.3K and bringing the position to 4,121 shares worth $311K. The position accounts for 0.12% of the portfolio, ranked #185.

TCFG Wealth Management first reported a position in SYLD in Q2 2025 and has held it in 4 quarters since. 167 funds tracked by Wall St. Rank hold SYLD as of Q1 2026.

  • TCFG Wealth Management held 4,121 shares of Cambria Shareholder Yield ETF worth $311K as of Q1 2026.
  • TCFG Wealth Management bought 606 Cambria Shareholder Yield ETF shares in Q1 2026, an estimated $45.3K.
  • Cambria Shareholder Yield ETF made up 0.12% of TCFG Wealth Management's portfolio in Q1 2026, its #185 holding.
  • TCFG Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q2 2025 and has held it in 4 quarters since.
  • 167 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.