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 Q2	$104K	Sell	1,310 -12	-0.9%	-$940	0.02%	249
2026 Q1	$99.7K	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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

True Wealth Design's SYLD Position: Q2 2026 in Review

True Wealth Design reduced its Cambria Shareholder Yield ETF (SYLD) stake by 0.91% in Q2 2026, selling an estimated $940 and leaving 1,310 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #249.

True Wealth Design first reported a position in SYLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $127K in Q1 2024. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

True Wealth Design held 1,310 shares of Cambria Shareholder Yield ETF worth $104K as of Q2 2026.
True Wealth Design sold 12 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $940.
Cambria Shareholder Yield ETF made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #249 holding.
True Wealth Design first reported a position in Cambria Shareholder Yield ETF in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Cambria Shareholder Yield ETF position peaked at $127K in Q1 2024.
166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.