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Fiduciary Alliance’s Gotham 1000 Value ETF GVLU Stock Holding History

Fiduciary Alliance’s Portfolio GVLU Stock Details GVLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$925K Buy
35,040
+1,387
+4% +$36.3K 0.06% 278
2026
Q1 		$872K Sell
33,653
-2,755
-8% -$70.9K 0.05% 278
2025
Q4 		$897K Buy
36,408
+2,085
+6% +$52.7K 0.06% 252
2025
Q3 		$875K Buy
34,323
+3,182
+10% +$79.2K 0.06% 255
2025
Q2 		$750K Buy
31,141
+4,944
+19% +$113K 0.06% 263
2025
Q1 		$604K Buy
26,197
+523
+2% +$12.4K 0.06% 227
2024
Q4 		$606K Buy
25,674
+641
+3% +$15.9K 0.06% 214
2024
Q3 		$621K Sell
25,033
-1,778
-7% -$42.3K 0.08% 138
2024
Q2 		$611K Buy
26,811
+1,222
+5% +$28.2K 0.1% 113
2024
Q1 		$608K Buy
25,589
+2,804
+12% +$62.3K 0.11% 111
2023
Q4 		$497K Buy
22,785
+3,201
+16% +$65.3K 0.1% 113
2023
Q3 		$393K Buy
+19,584
New +$400K 0.09% 120

Other funds holding GVLU

CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Fiduciary Alliance's GVLU Position: Q2 2026 in Review

Fiduciary Alliance increased its Gotham 1000 Value ETF (GVLU) stake by 4.1% in Q2 2026, buying an estimated $36.3K and bringing the position to 35,040 shares worth $925K. The position accounts for 0.06% of the portfolio, ranked #278.

Fiduciary Alliance first reported a position in GVLU in Q3 2023 and has held it in 12 quarters since. 5 funds tracked by Wall St. Rank hold GVLU as of Q2 2026.

  • Fiduciary Alliance held 35,040 shares of Gotham 1000 Value ETF worth $925K as of Q2 2026.
  • Fiduciary Alliance bought 1,387 Gotham 1000 Value ETF shares in Q2 2026, an estimated $36.3K.
  • Gotham 1000 Value ETF made up 0.06% of Fiduciary Alliance's portfolio in Q2 2026, its #278 holding.
  • Fiduciary Alliance first reported a position in Gotham 1000 Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 5 funds tracked by Wall St. Rank held Gotham 1000 Value ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.