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Team Financial Group’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Team Financial Group’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 		– Sell
-76
Closed -$5.76K – 225
2026
Q1 		$5.76K Buy
+76
New +$5.68K ﹤0.01% 217

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
Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return
Intellus Advisors
Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return
Rothschild Investment LLC
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Verum Partners
Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Team Financial Group's SYLD Position: Q2 2026 in Review

Team Financial Group sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2026, closing a stake of 76 shares — an estimated $5.76K sold.

Team Financial Group first reported a position in SYLD in Q1 2026 and held it in 1 quarter. The position peaked at $5.76K in Q1 2026. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Team Financial Group reported no remaining Cambria Shareholder Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 76 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $5.76K.
  • Team Financial Group first reported a position in Cambria Shareholder Yield ETF in Q1 2026 and held it in 1 quarter.
  • Team Financial Group's Cambria Shareholder Yield ETF position peaked at $5.76K in Q1 2026.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.