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 $633M AUM 15.27% 1-Year Est. Return

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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.