Valued Retirements’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Valued Retirements’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	$514K	Sell	6,496 -1,640	-20%	-$128K	0.46%	48
2026 Q1	$614K	Sell	8,136 -2,696	-25%	-$201K	0.6%	42
2025 Q4	$753K	Sell	10,832 -10,260	-49%	-$705K	0.74%	35
2025 Q3	$1.37M	Hold	21,092	–	–	1.55%	18
2025 Q2	$1.37M	Sell	21,092 -7,141	-25%	-$445K	1.55%	18
2025 Q1	$1.8M	Sell	28,233 -17,711	-39%	-$1.2M	2.37%	13
2024 Q4	$3.15M	Sell	45,944 -3,969	-8%	-$287K	4.24%	8
2024 Q3	$3.61M	Hold	49,913	–	–	4.98%	5
2024 Q2	$3.41M	Buy	49,913 +5,999	+14%	+$419K	5.17%	5
2024 Q1	$3.22M	Sell	43,914 -148	-0.3%	-$10.2K	5.15%	5
2023 Q4	$2.98M	Buy	+44,062	New	+$2.74M	5.16%	5

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

Valued Retirements's SYLD Position: Q2 2026 in Review

Valued Retirements reduced its Cambria Shareholder Yield ETF (SYLD) stake by 20% in Q2 2026, selling an estimated $128K and leaving 6,496 shares worth $514K. The position accounts for 0.46% of the portfolio, ranked #48.

Valued Retirements first reported a position in SYLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.61M in Q3 2024. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

Valued Retirements held 6,496 shares of Cambria Shareholder Yield ETF worth $514K as of Q2 2026.
Valued Retirements sold 1,640 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $128K.
Cambria Shareholder Yield ETF made up 0.46% of Valued Retirements's portfolio in Q2 2026, its #48 holding.
Valued Retirements first reported a position in Cambria Shareholder Yield ETF in Q4 2023 and has held it in 11 quarters since.
Valued Retirements's Cambria Shareholder Yield ETF position peaked at $3.61M in Q3 2024.
166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Valued Retirements's 13F filing for Q2 2026, filed 13 Aug 2026.