Carson Wealth (CWM LLC)
GVAL icon

Carson Wealth (CWM LLC)’s Cambria Global Value ETF GVAL Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.53K Hold
46
– – ﹤0.01% 5332
2025
Q4 		$1K Hold
46
– – ﹤0.01% 5224
2025
Q3 		$1K Hold
46
– – ﹤0.01% 5128
2025
Q2 		$1K Hold
46
– – ﹤0.01% 5007
2025
Q1 		$1K Hold
46
– – ﹤0.01% 4909
2024
Q4 		$1K Buy
+46
New +$985 ﹤0.01% 4711

Other funds holding GVAL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GVAL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Cambria Global Value ETF (GVAL) position steady in Q1 2026 at 46 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #5332.

Carson Wealth (CWM LLC) first reported a position in GVAL in Q4 2024 and has held it in 6 quarters since. 74 funds tracked by Wall St. Rank hold GVAL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 46 shares of Cambria Global Value ETF worth $1.53K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Cambria Global Value ETF share count unchanged in Q1 2026.
  • Cambria Global Value ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5332 holding.
  • Carson Wealth (CWM LLC) first reported a position in Cambria Global Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 74 funds tracked by Wall St. Rank held Cambria Global Value ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.