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Compass Ion Advisors’s Cambria Global Momentum ETF GMOM Stock Holding History

Compass Ion Advisors’s Portfolio GMOM Stock Details GMOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,079
Closed -$239K – 266
2024
Q3 		$239K Sell
8,079
-11,426
-59% -$329K 0.03% 231
2024
Q2 		$568K Hold
19,505
– – 0.08% 136
2024
Q1 		$568K Sell
19,505
-3,804
-16% -$106K 0.08% 137
2023
Q4 		$641K Sell
23,309
-4,695
-17% -$126K 0.1% 120
2023
Q3 		$755K Sell
28,004
-6,890
-20% -$191K 0.13% 105
2023
Q2 		$966K Sell
34,894
-16,587
-32% -$460K 0.25% 35
2023
Q1 		$1.42M Buy
51,481
+287
+0.6% +$8.11K 0.36% 26
2022
Q4 		$1.45M Buy
51,194
+44,004
+612% +$1.26M 0.37% 27
2022
Q3 		$204K Buy
+7,190
New +$209K 0.06% 70

Other funds holding GMOM

AFFA
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Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
BCG
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AI
Arvest Investments Rogers, Arkansas $733M AUM 15.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return