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Financial Advocates Investment Management’s Cambria Global Asset Allocation ETF GAA Stock Holding History

Financial Advocates Investment Management’s Portfolio GAA Stock Details GAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-10,230
Closed -$261K – 649
2020
Q2 		$261K Sell
10,230
-1,621
-14% -$39.8K 0.02% 495
2020
Q1 		$268K Sell
11,851
-250
-2% -$6.58K 0.04% 378
2019
Q4 		$334K Sell
12,101
-942
-7% -$25.8K 0.04% 381
2019
Q3 		$352K Sell
13,043
-710
-5% -$19.2K 0.04% 356
2019
Q2 		$373K Sell
13,753
-906
-6% -$24.2K 0.04% 337
2019
Q1 		$389K Sell
14,659
-1,638
-10% -$42.8K 0.05% 314
2018
Q4 		$404K Buy
16,297
+2,200
+16% +$56.5K 0.06% 280
2018
Q3 		$377K Sell
14,097
-1,136
-7% -$30.5K 0.04% 333
2018
Q2 		$406K Buy
15,233
+3,073
+25% +$84K 0.05% 300
2018
Q1 		$335K Buy
12,160
+324
+3% +$8.98K 0.04% 347
2017
Q4 		$325K Buy
+11,836
New +$321K 0.04% 339

Other funds holding GAA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $508M AUM 24.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Financial Advocates Investment Management's GAA Position: Q3 2020 in Review

Financial Advocates Investment Management sold out of Cambria Global Asset Allocation ETF (GAA) in Q3 2020, closing a stake of 10,230 shares — an estimated $261K sold.

Financial Advocates Investment Management first reported a position in GAA in Q4 2017 and held it in 11 quarters. The position peaked at $406K in Q2 2018. 16 funds tracked by Wall St. Rank hold GAA as of Q3 2020.

  • Financial Advocates Investment Management reported no remaining Cambria Global Asset Allocation ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,230 Cambria Global Asset Allocation ETF shares in Q3 2020, an estimated $261K.
  • Financial Advocates Investment Management first reported a position in Cambria Global Asset Allocation ETF in Q4 2017 and held it in 11 quarters.
  • Financial Advocates Investment Management's Cambria Global Asset Allocation ETF position peaked at $406K in Q2 2018.
  • 16 funds tracked by Wall St. Rank held Cambria Global Asset Allocation ETF as of Q3 2020.

Based on Financial Advocates Investment Management's 13F filing for Q3 2020, filed 4 Nov 2020.