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Wealth Management Partners’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Wealth Management 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 		$524K Sell
6,623
-233
-3% -$18.3K 0.12% 113
2026
Q1 		$517K Sell
6,856
-41
-0.6% -$3.06K 0.15% 101
2025
Q4 		$479K Sell
6,897
-855
-11% -$58.7K 0.14% 100
2025
Q3 		$532K Sell
7,752
-227
-3% -$15.4K 0.17% 90
2025
Q2 		$531K Sell
7,979
-506
-6% -$31.5K 0.19% 88
2025
Q1 		$541K Buy
8,485
+92
+1% +$6.23K 0.25% 75
2024
Q4 		$575K Buy
8,393
+1,850
+28% +$134K 0.25% 72
2024
Q3 		$473K Sell
6,543
-14
-0.2% -$978 0.22% 72
2024
Q2 		$448K Buy
6,557
+401
+7% +$28K 0.22% 69
2024
Q1 		$451K Sell
6,156
-20
-0.3% -$1.37K 0.23% 74
2023
Q4 		$417K Sell
6,176
-799
-11% -$49.8K 0.23% 72
2023
Q3 		$431K Buy
6,975
+1,800
+35% +$113K 0.27% 70
2023
Q2 		$317K Buy
5,175
+100
+2% +$5.79K 0.2% 85
2023
Q1 		$298K Buy
+5,075
New +$314K 0.21% 88

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 Management Partners's SYLD Position: Q2 2026 in Review

Wealth Management Partners reduced its Cambria Shareholder Yield ETF (SYLD) stake by 3.4% in Q2 2026, selling an estimated $18.3K and leaving 6,623 shares worth $524K. The position accounts for 0.12% of the portfolio, ranked #113.

Wealth Management Partners first reported a position in SYLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $575K in Q4 2024. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Wealth Management Partners held 6,623 shares of Cambria Shareholder Yield ETF worth $524K as of Q2 2026.
  • Wealth Management Partners sold 233 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $18.3K.
  • Cambria Shareholder Yield ETF made up 0.12% of Wealth Management Partners's portfolio in Q2 2026, its #113 holding.
  • Wealth Management Partners first reported a position in Cambria Shareholder Yield ETF in Q1 2023 and has held it in 14 quarters since.
  • Wealth Management Partners's Cambria Shareholder Yield ETF position peaked at $575K in Q4 2024.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

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