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VestGen Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

VestGen Advisors’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 		$22.2M Sell
280,981
-3,998
-1% -$313K 0.65% 25
2026
Q1 		$22.2M Sell
284,979
-28,403
-9% -$2.12M 0.59% 27
2025
Q4 		$21.8M Sell
313,382
-2,762
-0.9% -$190K 0.93% 20
2025
Q3 		$21.7M Buy
316,144
+4,755
+2% +$322K 0.72% 27
2025
Q2 		$20.2M Buy
311,389
+127,237
+69% +$7.92M 0.81% 25
2025
Q1 		$11.7M Buy
+184,152
New +$12.5M 0.53% 38

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
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
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

VestGen Advisors's SYLD Position: Q2 2026 in Review

VestGen Advisors reduced its Cambria Shareholder Yield ETF (SYLD) stake by 1.4% in Q2 2026, selling an estimated $313K and leaving 280,981 shares worth $22.2M. The position accounts for 0.65% of the portfolio, ranked #25.

VestGen Advisors first reported a position in SYLD in Q1 2025 and has held it in 6 quarters since. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • VestGen Advisors held 280,981 shares of Cambria Shareholder Yield ETF worth $22.2M as of Q2 2026.
  • VestGen Advisors sold 3,998 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $313K.
  • Cambria Shareholder Yield ETF made up 0.65% of VestGen Advisors's portfolio in Q2 2026, its #25 holding.
  • VestGen Advisors first reported a position in Cambria Shareholder Yield ETF in Q1 2025 and has held it in 6 quarters since.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.