Envestnet Asset Management
GMOM icon

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

AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 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 Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Envestnet Asset Management's GMOM Position: Q4 2023 in Review

Envestnet Asset Management sold out of Cambria Global Momentum ETF (GMOM) in Q4 2023, closing a stake of 15,542 shares — an estimated $419K sold.

Envestnet Asset Management first reported a position in GMOM in Q2 2022 and held it in 6 quarters. The position peaked at $475K in Q1 2023. 36 funds tracked by Wall St. Rank hold GMOM as of Q4 2023.

  • Envestnet Asset Management reported no remaining Cambria Global Momentum ETF position as of Q4 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 15,542 Cambria Global Momentum ETF shares in Q4 2023, an estimated $419K.
  • Envestnet Asset Management first reported a position in Cambria Global Momentum ETF in Q2 2022 and held it in 6 quarters.
  • Envestnet Asset Management's Cambria Global Momentum ETF position peaked at $475K in Q1 2023.
  • 36 funds tracked by Wall St. Rank held Cambria Global Momentum ETF as of Q4 2023.

Based on Envestnet Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.