VP
SYLD icon

Verum Partners’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Verum Partners’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 		$20.8M Buy
262,774
+30,261
+13% +$2.37M 3.11% 8
2026
Q1 		$17.5M Buy
232,513
+9,396
+4% +$702K 3.33% 8
2025
Q4 		$15.5M Buy
223,117
+33,671
+18% +$2.31M 3.13% 11
2025
Q3 		$13M Buy
189,446
+24,742
+15% +$1.68M 2.76% 12
2025
Q2 		$10.7M Sell
164,704
-16,087
-9% -$1M 2.47% 12
2025
Q1 		$11.5M Sell
180,791
-3,426
-2% -$232K 3.11% 11
2024
Q4 		$12.6M Buy
184,217
+15,464
+9% +$1.12M 3.63% 8
2024
Q3 		$12.2M Buy
168,753
+30,140
+22% +$2.11M 3.58% 8
2024
Q2 		$9.46M Buy
138,613
+131,086
+1,742% +$9.16M 3.06% 9
2024
Q1 		$552K Buy
+7,527
New +$517K 0.2% 79

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

Verum Partners's SYLD Position: Q2 2026 in Review

Verum Partners increased its Cambria Shareholder Yield ETF (SYLD) stake by 13% in Q2 2026, buying an estimated $2.37M and bringing the position to 262,774 shares worth $20.8M. The position accounts for 3.11% of the portfolio, ranked #8.

Verum Partners first reported a position in SYLD in Q1 2024 and has held it in 10 quarters since. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Verum Partners held 262,774 shares of Cambria Shareholder Yield ETF worth $20.8M as of Q2 2026.
  • Verum Partners bought 30,261 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $2.37M.
  • Cambria Shareholder Yield ETF made up 3.11% of Verum Partners's portfolio in Q2 2026, its #8 holding.
  • Verum Partners first reported a position in Cambria Shareholder Yield ETF in Q1 2024 and has held it in 10 quarters since.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.