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 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 $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Valued Retirements's SYLD Position: Q1 2026 in Review

Valued Retirements reduced its Cambria Shareholder Yield ETF (SYLD) stake by 25% in Q1 2026, selling an estimated $201K and leaving 8,136 shares worth $614K. The position accounts for 0.6% of the portfolio, ranked #42.

Valued Retirements first reported a position in SYLD in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.61M in Q3 2024. 167 funds tracked by Wall St. Rank hold SYLD as of Q1 2026.

Valued Retirements held 8,136 shares of Cambria Shareholder Yield ETF worth $614K as of Q1 2026.
Valued Retirements sold 2,696 Cambria Shareholder Yield ETF shares in Q1 2026, an estimated $201K.
Cambria Shareholder Yield ETF made up 0.6% of Valued Retirements's portfolio in Q1 2026, its #42 holding.
Valued Retirements first reported a position in Cambria Shareholder Yield ETF in Q4 2023 and has held it in 10 quarters since.
Valued Retirements's Cambria Shareholder Yield ETF position peaked at $3.61M in Q3 2024.
167 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2026.

Based on Valued Retirements's 13F filing for Q1 2026, filed 13 May 2026.