VWA
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.57B 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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return