Corient Private Wealth
GMOM icon

Corient Private Wealth’s Cambria Global Momentum ETF GMOM Stock Holding History

Corient Private Wealth’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
Q1 		– Sell
-19,638
Closed -$540K – 2314
2023
Q4 		$540K Sell
19,638
-8,486
-30% -$228K ﹤0.01% 1580
2023
Q3 		$758K Buy
+28,124
New +$779K ﹤0.01% 1285

Other funds holding GMOM

AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
Betterment LLC
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
BA
Brightwater Advisory Tampa, Florida $151M AUM 17.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Corient Private Wealth's GMOM Position: Q1 2024 in Review

Corient Private Wealth sold out of Cambria Global Momentum ETF (GMOM) in Q1 2024, closing a stake of 19,638 shares — an estimated $540K sold.

Corient Private Wealth first reported a position in GMOM in Q3 2023 and held it in 2 quarters. The position peaked at $758K in Q3 2023. 33 funds tracked by Wall St. Rank hold GMOM as of Q1 2024.

  • Corient Private Wealth reported no remaining Cambria Global Momentum ETF position as of Q1 2024 after selling out during the quarter.
  • Corient Private Wealth sold 19,638 Cambria Global Momentum ETF shares in Q1 2024, an estimated $540K.
  • Corient Private Wealth first reported a position in Cambria Global Momentum ETF in Q3 2023 and held it in 2 quarters.
  • Corient Private Wealth's Cambria Global Momentum ETF position peaked at $758K in Q3 2023.
  • 33 funds tracked by Wall St. Rank held Cambria Global Momentum ETF as of Q1 2024.

Based on Corient Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.