Creative Planning’s Cambria Global Momentum ETF GMOM Stock Holding History

Creative Planning’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 Q3	–	Sell	-8,272	Closed	-$236K	–	3241
2024 Q2	$236K	Hold	8,272	–	–	﹤0.01%	2553
2024 Q1	$241K	Hold	8,272	–	–	﹤0.01%	2430
2023 Q4	$227K	Hold	8,272	–	–	﹤0.01%	2312
2023 Q3	$223K	Buy	+8,272	New	+$229K	﹤0.01%	2163
2023 Q1	–	Sell	-9,813	Closed	-$278K	–	2701
2022 Q4	$278K	Hold	9,813	–	–	﹤0.01%	1770
2022 Q3	$278K	Hold	9,813	–	–	﹤0.01%	1696
2022 Q2	$289K	Hold	9,813	–	–	﹤0.01%	1637
2022 Q1	$316K	Hold	9,813	–	–	﹤0.01%	1608
2021 Q4	$293K	Hold	9,813	–	–	﹤0.01%	1634
2021 Q3	$287K	Hold	9,813	–	–	﹤0.01%	1621
2021 Q2	$295K	Hold	9,813	–	–	﹤0.01%	1574
2021 Q1	$280K	Buy	+9,813	New	+$272K	﹤0.01%	1838
2015 Q2	–	Sell	-1,980	Closed	-$51K	–	1840
2015 Q1	$51K	Hold	1,980	–	–	﹤0.01%	2020
2014 Q4	$50K	Buy	+1,980	New	+$49.9K	﹤0.01%	2001

Other funds holding GMOM

AFFA

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

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

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning's GMOM Position: Q3 2024 in Review

Creative Planning sold out of Cambria Global Momentum ETF (GMOM) in Q3 2024, closing a stake of 8,272 shares — an estimated $236K sold.

Creative Planning first reported a position in GMOM in Q4 2014 and held it in 14 quarters. The position peaked at $316K in Q1 2022. 30 funds tracked by Wall St. Rank hold GMOM as of Q3 2024.

Creative Planning reported no remaining Cambria Global Momentum ETF position as of Q3 2024 after selling out during the quarter.
Creative Planning sold 8,272 Cambria Global Momentum ETF shares in Q3 2024, an estimated $236K.
Creative Planning first reported a position in Cambria Global Momentum ETF in Q4 2014 and held it in 14 quarters.
Creative Planning's Cambria Global Momentum ETF position peaked at $316K in Q1 2022.
30 funds tracked by Wall St. Rank held Cambria Global Momentum ETF as of Q3 2024.

Based on Creative Planning's 13F filing for Q3 2024, filed 11 Oct 2024.