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AE Wealth Management’s Cambria Global Value ETF GVAL Stock Holding History

AE Wealth Management’s Portfolio GVAL Stock Details GVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-198
Closed -$6.57K – 2719
2026
Q1 		$6.57K Buy
+198
New +$6.72K ﹤0.01% 2341

Other funds holding GVAL

AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AE Wealth Management's GVAL Position: Q2 2026 in Review

AE Wealth Management sold out of Cambria Global Value ETF (GVAL) in Q2 2026, closing a stake of 198 shares — an estimated $6.57K sold.

AE Wealth Management first reported a position in GVAL in Q1 2026 and held it in 1 quarter. The position peaked at $6.57K in Q1 2026. 81 funds tracked by Wall St. Rank hold GVAL as of Q2 2026.

  • AE Wealth Management reported no remaining Cambria Global Value ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 198 Cambria Global Value ETF shares in Q2 2026, an estimated $6.57K.
  • AE Wealth Management first reported a position in Cambria Global Value ETF in Q1 2026 and held it in 1 quarter.
  • AE Wealth Management's Cambria Global Value ETF position peaked at $6.57K in Q1 2026.
  • 81 funds tracked by Wall St. Rank held Cambria Global Value ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.