BCWM
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Bartlett & Co Wealth Management’s Cambria Global Asset Allocation ETF GAA Stock Holding History

Bartlett & Co 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
2020
Q2 		– Sell
-250
Closed -$5.68K – 859
2020
Q1 		$5.68K Buy
+250
New +$6.58K ﹤0.01% 713

Other funds holding GAA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Bartlett & Co Wealth Management's GAA Position: Q2 2020 in Review

Bartlett & Co Wealth Management sold out of Cambria Global Asset Allocation ETF (GAA) in Q2 2020, closing a stake of 250 shares — an estimated $5.68K sold.

Bartlett & Co Wealth Management first reported a position in GAA in Q1 2020 and held it in 1 quarter. The position peaked at $5.68K in Q1 2020. 15 funds tracked by Wall St. Rank hold GAA as of Q2 2020.

  • Bartlett & Co Wealth Management reported no remaining Cambria Global Asset Allocation ETF position as of Q2 2020 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 250 Cambria Global Asset Allocation ETF shares in Q2 2020, an estimated $5.68K.
  • Bartlett & Co Wealth Management first reported a position in Cambria Global Asset Allocation ETF in Q1 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Cambria Global Asset Allocation ETF position peaked at $5.68K in Q1 2020.
  • 15 funds tracked by Wall St. Rank held Cambria Global Asset Allocation ETF as of Q2 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2020, filed 13 Feb 2024.