Wealth Enhancement Advisory Services
SYLD icon

Wealth Enhancement Advisory Services’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.99M Buy
24,700
+29
+0.1% +$2.27K ﹤0.01% 1571
2026
Q1 		$1.86M Sell
24,671
-11,047
-31% -$826K ﹤0.01% 1429
2025
Q4 		$2.58M Sell
35,718
-3,642
-9% -$250K ﹤0.01% 1372
2025
Q3 		$2.7M Sell
39,360
-10,764
-21% -$729K ﹤0.01% 1275
2025
Q2 		$3.38M Sell
50,124
-9,212
-16% -$574K 0.01% 1085
2025
Q1 		$3.79M Sell
59,336
-9,886
-14% -$670K 0.01% 929
2024
Q4 		$4.74M Buy
69,222
+7,614
+12% +$550K 0.01% 822
2024
Q3 		$4.46M Buy
61,608
+5,801
+10% +$405K 0.01% 768
2024
Q2 		$3.81M Buy
55,807
+26,159
+88% +$1.83M 0.01% 765
2024
Q1 		$2.17M Buy
29,648
+6,440
+28% +$442K 0.01% 914
2023
Q4 		$1.57M Sell
23,208
-2,959
-11% -$184K ﹤0.01% 985
2023
Q3 		$1.62M Buy
+26,167
New +$1.64M 0.01% 926

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
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

Wealth Enhancement Advisory Services's SYLD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Cambria Shareholder Yield ETF (SYLD) stake by 0.12% in Q2 2026, buying an estimated $2.27K and bringing the position to 24,700 shares worth $1.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

Wealth Enhancement Advisory Services first reported a position in SYLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.74M in Q4 2024. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 24,700 shares of Cambria Shareholder Yield ETF worth $1.99M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 29 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $2.27K.
  • Cambria Shareholder Yield ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1571 holding.
  • Wealth Enhancement Advisory Services first reported a position in Cambria Shareholder Yield ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Cambria Shareholder Yield ETF position peaked at $4.74M in Q4 2024.
  • 165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.