True Wealth Design’s Cambria Shareholder Yield ETF SYLD Stock Holding History

True Wealth Design’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 Q3	$106K	Hold	1,310	–	–	0.02%	264
2026 Q2	$104K	Sell	1,310 -12	-0.9%	-$940	0.02%	249
2026 Q1	$100K	Sell	1,322 -252	-16%	-$18.8K	0.03%	218
2025 Q4	$109K	Hold	1,574	–	–	0.03%	170
2025 Q3	$108K	Hold	1,574	–	–	0.03%	147
2025 Q2	$102K	Hold	1,574	–	–	0.04%	105
2025 Q1	$100K	Buy	1,574 +14	+0.9%	+$948	0.04%	87
2024 Q4	$107K	Hold	1,560	–	–	0.04%	68
2024 Q3	$113K	Sell	1,560 -66	-4%	-$4.61K	0.04%	53
2024 Q2	$111K	Sell	1,626 -103	-6%	-$7.2K	0.03%	136
2024 Q1	$127K	Hold	1,729	–	–	0.03%	133
2023 Q4	$117K	Hold	1,729	–	–	0.03%	129
2023 Q3	$107K	Hold	1,729	–	–	0.04%	128
2023 Q2	$106K	Hold	1,729	–	–	0.04%	126
2023 Q1	$101K	Hold	1,729	–	–	0.04%	137
2022 Q4	$103K	Buy	+1,729	New	+$103K	0.05%	126

Other funds holding SYLD

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.83% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $264M AUM 15.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SWM

Sherman Wealth Management Gaithersburg, Maryland $141M AUM 16.41% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

True Wealth Design's SYLD Position: Q3 2026 in Review

True Wealth Design held its Cambria Shareholder Yield ETF (SYLD) position steady in Q3 2026 at 1,310 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #264.

True Wealth Design first reported a position in SYLD in Q4 2022 and has held it in 16 quarters since. The position peaked at $127K in Q1 2024. 30 funds tracked by Wall St. Rank hold SYLD as of Q3 2026.

True Wealth Design held 1,310 shares of Cambria Shareholder Yield ETF worth $106K as of Q3 2026.
True Wealth Design left its Cambria Shareholder Yield ETF share count unchanged in Q3 2026.
Cambria Shareholder Yield ETF made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #264 holding.
True Wealth Design first reported a position in Cambria Shareholder Yield ETF in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's Cambria Shareholder Yield ETF position peaked at $127K in Q1 2024.
30 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.