ZI
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ZEGA Investments’s Cambria Shareholder Yield ETF SYLD Stock Holding History

ZEGA Investments’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 		– Sell
-5,131
Closed -$387K – 358
2026
Q1 		$387K Buy
+5,131
New +$383K 0.04% 204
2025
Q4 		– Sell
-6,702
Closed -$460K – 180
2025
Q3 		$460K Sell
6,702
-1,468
-18% -$99.4K 0.06% 116
2025
Q2 		$531K Buy
8,170
+1,782
+28% +$111K 0.07% 100
2025
Q1 		$408K Buy
6,388
+639
+11% +$43.3K 0.06% 103
2024
Q4 		$407K Buy
+5,749
New +$415K 0.1% 84

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

ZEGA Investments's SYLD Position: Q2 2026 in Review

ZEGA Investments sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2026, closing a stake of 5,131 shares — an estimated $387K sold.

ZEGA Investments first reported a position in SYLD in Q4 2024 and held it in 5 quarters. The position peaked at $531K in Q2 2025. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • ZEGA Investments reported no remaining Cambria Shareholder Yield ETF position as of Q2 2026 after selling out during the quarter.
  • ZEGA Investments sold 5,131 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $387K.
  • ZEGA Investments first reported a position in Cambria Shareholder Yield ETF in Q4 2024 and held it in 5 quarters.
  • ZEGA Investments's Cambria Shareholder Yield ETF position peaked at $531K in Q2 2025.
  • 165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.