United Advisor Group’s Cambria Shareholder Yield ETF SYLD Stock Holding History

United Advisor 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	$6.19M	Buy	78,241 +4,969	+7%	+$389K	0.65%	32
2026 Q1	$5.53M	Buy	73,272 +11,979	+20%	+$895K	0.68%	32
2025 Q4	$4.26M	Buy	61,293 +28,723	+88%	+$1.97M	0.53%	47
2025 Q3	$2.24M	Buy	32,570 +12,803	+65%	+$867K	0.3%	81
2025 Q2	$1.29M	Buy	19,767 +1,815	+10%	+$113K	0.22%	110
2025 Q1	$1.15M	Buy	17,952 +911	+5%	+$61.7K	0.23%	102
2024 Q4	$1.17M	Buy	17,041 +8,861	+108%	+$640K	0.23%	107
2024 Q3	$592K	Buy	8,180 +4,934	+152%	+$345K	0.13%	159
2024 Q2	$222K	Buy	+3,246	New	+$227K	0.07%	244

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

United Advisor Group's SYLD Position: Q2 2026 in Review

United Advisor Group increased its Cambria Shareholder Yield ETF (SYLD) stake by 6.8% in Q2 2026, buying an estimated $389K and bringing the position to 78,241 shares worth $6.19M. The position accounts for 0.65% of the portfolio, ranked #32.

United Advisor Group first reported a position in SYLD in Q2 2024 and has held it in 9 quarters since. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

United Advisor Group held 78,241 shares of Cambria Shareholder Yield ETF worth $6.19M as of Q2 2026.
United Advisor Group bought 4,969 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $389K.
Cambria Shareholder Yield ETF made up 0.65% of United Advisor Group's portfolio in Q2 2026, its #32 holding.
United Advisor Group first reported a position in Cambria Shareholder Yield ETF in Q2 2024 and has held it in 9 quarters since.
166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.