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

Copia 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
2025
Q4 		– Sell
-87
Closed -$2.54K – 528
2025
Q3 		$2.54K Buy
87
+14
+19% +$398 ﹤0.01% 393
2025
Q2 		$1.99K Buy
+73
New +$1.89K ﹤0.01% 389

Other funds holding GVAL

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Copia Wealth Management's GVAL Position: Q4 2025 in Review

Copia Wealth Management sold out of Cambria Global Value ETF (GVAL) in Q4 2025, closing a stake of 87 shares — an estimated $2.54K sold.

Copia Wealth Management first reported a position in GVAL in Q2 2025 and held it in 2 quarters. The position peaked at $2.54K in Q3 2025. 51 funds tracked by Wall St. Rank hold GVAL as of Q4 2025.

  • Copia Wealth Management reported no remaining Cambria Global Value ETF position as of Q4 2025 after selling out during the quarter.
  • Copia Wealth Management sold 87 Cambria Global Value ETF shares in Q4 2025, an estimated $2.54K.
  • Copia Wealth Management first reported a position in Cambria Global Value ETF in Q2 2025 and held it in 2 quarters.
  • Copia Wealth Management's Cambria Global Value ETF position peaked at $2.54K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held Cambria Global Value ETF as of Q4 2025.

Based on Copia Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.