Envestnet Asset Management

Envestnet Asset Management’s Cambria Global Momentum ETF GMOM Stock Holding History

Envestnet Asset Management’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
2023 Q4	–	Sell	-15,542	Closed	-$419K	–	4091
2023 Q3	$419K	Buy	15,542 +99	+0.6%	+$2.74K	﹤0.01%	3343
2023 Q2	$427K	Sell	15,443 -1,775	-10%	-$49.3K	﹤0.01%	3293
2023 Q1	$475K	Buy	17,218 +5,125	+42%	+$145K	﹤0.01%	3174
2022 Q4	$342K	Buy	12,093 +937	+8%	+$26.9K	﹤0.01%	3341
2022 Q3	$316K	Buy	11,156 +3,519	+46%	+$102K	﹤0.01%	3300
2022 Q2	$225K	Buy	+7,637	New	+$242K	﹤0.01%	3514

Other funds holding GMOM

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

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $733M AUM 15.09% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Commonwealth Equity Services

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return