AWM
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Able Wealth Management’s Cambria Global Asset Allocation ETF GAA Stock Holding History

Able Wealth Management’s Portfolio GAA Stock Details GAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,856
Closed -$51.7K – 270
2023
Q4 		$51.7K Buy
+1,856
New +$49.4K 0.05% 134

Other funds holding GAA

AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Able Wealth Management's GAA Position: Q1 2024 in Review

Able Wealth Management sold out of Cambria Global Asset Allocation ETF (GAA) in Q1 2024, closing a stake of 1,856 shares — an estimated $51.7K sold.

Able Wealth Management first reported a position in GAA in Q4 2023 and held it in 1 quarter. The position peaked at $51.7K in Q4 2023. 19 funds tracked by Wall St. Rank hold GAA as of Q1 2024.

  • Able Wealth Management reported no remaining Cambria Global Asset Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 1,856 Cambria Global Asset Allocation ETF shares in Q1 2024, an estimated $51.7K.
  • Able Wealth Management first reported a position in Cambria Global Asset Allocation ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Cambria Global Asset Allocation ETF position peaked at $51.7K in Q4 2023.
  • 19 funds tracked by Wall St. Rank held Cambria Global Asset Allocation ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.