Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Cambria Global Asset Allocation ETF GAA Stock Holding History

Carson Wealth (CWM LLC)’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
2023
Q4 		– Sell
-200
Closed -$5K – 4270
2023
Q3 		$5K Hold
200
– – ﹤0.01% 3452
2023
Q2 		$5K Buy
+200
New +$5.36K ﹤0.01% 3438

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
ARC
Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GAA Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of Cambria Global Asset Allocation ETF (GAA) in Q4 2023, closing a stake of 200 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in GAA in Q2 2023 and held it in 2 quarters. The position peaked at $5K in Q3 2023. 22 funds tracked by Wall St. Rank hold GAA as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining Cambria Global Asset Allocation ETF position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 200 Cambria Global Asset Allocation ETF shares in Q4 2023, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in Cambria Global Asset Allocation ETF in Q2 2023 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Cambria Global Asset Allocation ETF position peaked at $5K in Q3 2023.
  • 22 funds tracked by Wall St. Rank held Cambria Global Asset Allocation ETF as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.