Fulcrum Equity Management’s Cambria Value and Momentum ETF VAMO Stock Holding History

Fulcrum Equity Management’s Portfolio VAMO Stock Details VAMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-92,413	Closed	-$2.32M	–	116
2023 Q1	$2.32M	Sell	92,413 -7,857	-8%	-$209K	2.18%	18
2022 Q4	$2.73M	Sell	100,270 -9,618	-9%	-$265K	2.24%	16
2022 Q3	$2.85M	Sell	109,888 -907	-0.8%	-$23.4K	2.41%	9
2022 Q2	$2.85M	Buy	+110,795	New	+$2.97M	2.3%	12

Other funds holding VAMO

AFFA

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

CIM

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

CAN

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

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Fulcrum Equity Management's VAMO Position: Q2 2023 in Review

Fulcrum Equity Management sold out of Cambria Value and Momentum ETF (VAMO) in Q2 2023, closing a stake of 92,413 shares — an estimated $2.32M sold.

Fulcrum Equity Management first reported a position in VAMO in Q2 2022 and held it in 4 quarters. The position peaked at $2.85M in Q3 2022. 21 funds tracked by Wall St. Rank hold VAMO as of Q2 2023.

Fulcrum Equity Management reported no remaining Cambria Value and Momentum ETF position as of Q2 2023 after selling out during the quarter.
Fulcrum Equity Management sold 92,413 Cambria Value and Momentum ETF shares in Q2 2023, an estimated $2.32M.
Fulcrum Equity Management first reported a position in Cambria Value and Momentum ETF in Q2 2022 and held it in 4 quarters.
Fulcrum Equity Management's Cambria Value and Momentum ETF position peaked at $2.85M in Q3 2022.
21 funds tracked by Wall St. Rank held Cambria Value and Momentum ETF as of Q2 2023.

Based on Fulcrum Equity Management's 13F filing for Q2 2023, filed 7 Jul 2023.