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Van Hulzen Asset Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Van Hulzen Asset Management’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 		$229K Sell
2,890
-3,489
-55% -$273K 0.02% 358
2026
Q1 		$481K Sell
6,379
-687
-10% -$51.3K 0.04% 232
2025
Q4 		$491K Buy
7,066
+922
+15% +$63.3K 0.04% 224
2025
Q3 		$422K Buy
6,144
+424
+7% +$28.7K 0.03% 239
2025
Q2 		$372K Buy
5,720
+282
+5% +$17.6K 0.03% 240
2025
Q1 		$347K Buy
5,438
+1,409
+35% +$95.4K 0.03% 244
2024
Q4 		$276K Buy
4,029
+39
+1% +$2.82K 0.02% 271
2024
Q3 		$289K Buy
3,990
+57
+1% +$3.98K 0.02% 260
2024
Q2 		$269K Buy
3,933
+27
+0.7% +$1.89K 0.02% 267
2024
Q1 		$286K Sell
3,906
-21
-0.5% -$1.44K 0.02% 273
2023
Q4 		$265K Buy
3,927
+23
+0.6% +$1.43K 0.02% 280
2023
Q3 		$242K Buy
3,904
+267
+7% +$16.7K 0.02% 270
2023
Q2 		$222K Buy
3,637
+47
+1% +$2.72K 0.02% 283
2023
Q1 		$211K Buy
3,590
+215
+6% +$13.3K 0.02% 275
2022
Q4 		$200K Buy
+3,375
New +$201K 0.02% 264

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
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
IA
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
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Van Hulzen Asset Management's SYLD Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its Cambria Shareholder Yield ETF (SYLD) stake by 55% in Q2 2026, selling an estimated $273K and leaving 2,890 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #358.

Van Hulzen Asset Management first reported a position in SYLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $491K in Q4 2025. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Van Hulzen Asset Management held 2,890 shares of Cambria Shareholder Yield ETF worth $229K as of Q2 2026.
  • Van Hulzen Asset Management sold 3,489 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $273K.
  • Cambria Shareholder Yield ETF made up 0.02% of Van Hulzen Asset Management's portfolio in Q2 2026, its #358 holding.
  • Van Hulzen Asset Management first reported a position in Cambria Shareholder Yield ETF in Q4 2022 and has held it in 15 quarters since.
  • Van Hulzen Asset Management's Cambria Shareholder Yield ETF position peaked at $491K in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.