Visionary Wealth Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Visionary Wealth 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	$1.28M	Sell	16,225 -52,448	-76%	-$4.11M	0.05%	267
2026 Q1	$5.18M	Buy	68,673 +13,594	+25%	+$1.02M	0.23%	109
2025 Q4	$3.83M	Buy	55,079 +922	+2%	+$63.3K	0.17%	133
2025 Q3	$3.72M	Sell	54,157 -5,140	-9%	-$348K	0.17%	131
2025 Q2	$3.86M	Sell	59,297 -3,251	-5%	-$202K	0.2%	120
2025 Q1	$3.99M	Buy	62,548 +542	+0.9%	+$36.7K	0.24%	111
2024 Q4	$4.25M	Buy	62,006 +3,194	+5%	+$231K	0.25%	104
2024 Q3	$4.26M	Buy	58,812 +11,083	+23%	+$774K	0.26%	100
2024 Q2	$3.26M	Buy	47,729 +4,069	+9%	+$284K	0.21%	118
2024 Q1	$3.2M	Buy	+43,660	New	+$3M	0.22%	118

Other funds holding SYLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Visionary Wealth Advisors's SYLD Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Cambria Shareholder Yield ETF (SYLD) stake by 76% in Q2 2026, selling an estimated $4.11M and leaving 16,225 shares worth $1.28M. The position accounts for 0.05% of the portfolio, ranked #267.

Visionary Wealth Advisors first reported a position in SYLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.18M in Q1 2026. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

Visionary Wealth Advisors held 16,225 shares of Cambria Shareholder Yield ETF worth $1.28M as of Q2 2026.
Visionary Wealth Advisors sold 52,448 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $4.11M.
Cambria Shareholder Yield ETF made up 0.05% of Visionary Wealth Advisors's portfolio in Q2 2026, its #267 holding.
Visionary Wealth Advisors first reported a position in Cambria Shareholder Yield ETF in Q1 2024 and has held it in 10 quarters since.
Visionary Wealth Advisors's Cambria Shareholder Yield ETF position peaked at $5.18M in Q1 2026.
165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.