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 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 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

Van Hulzen Asset Management's SYLD Position: Q1 2026 in Review

Van Hulzen Asset Management reduced its Cambria Shareholder Yield ETF (SYLD) stake by 9.7% in Q1 2026, selling an estimated $51.3K and leaving 6,379 shares worth $481K. The position accounts for 0.04% of the portfolio, ranked #232.

Van Hulzen Asset Management first reported a position in SYLD in Q4 2022 and has held it in 14 quarters since. The position peaked at $491K in Q4 2025. 167 funds tracked by Wall St. Rank hold SYLD as of Q1 2026.

Van Hulzen Asset Management held 6,379 shares of Cambria Shareholder Yield ETF worth $481K as of Q1 2026.
Van Hulzen Asset Management sold 687 Cambria Shareholder Yield ETF shares in Q1 2026, an estimated $51.3K.
Cambria Shareholder Yield ETF made up 0.04% of Van Hulzen Asset Management's portfolio in Q1 2026, its #232 holding.
Van Hulzen Asset Management first reported a position in Cambria Shareholder Yield ETF in Q4 2022 and has held it in 14 quarters since.
Van Hulzen Asset Management's Cambria Shareholder Yield ETF position peaked at $491K in Q4 2025.
167 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.