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Integrated Wealth Concepts’s Cambria Global Momentum ETF GMOM Stock Holding History

Integrated Wealth Concepts’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
-7,458
Closed -$201K – 1629
2023
Q3 		$201K Sell
7,458
-559
-7% -$15.5K ﹤0.01% 1414
2023
Q2 		$222K Sell
8,017
-54
-0.7% -$1.5K ﹤0.01% 1376
2023
Q1 		$223K Buy
+8,071
New +$228K ﹤0.01% 1183

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 $52.8B AUM 15.34% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 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 Rogers, 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 $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Integrated Wealth Concepts's GMOM Position: Q4 2023 in Review

Integrated Wealth Concepts sold out of Cambria Global Momentum ETF (GMOM) in Q4 2023, closing a stake of 7,458 shares — an estimated $201K sold.

Integrated Wealth Concepts first reported a position in GMOM in Q1 2023 and held it in 3 quarters. The position peaked at $223K in Q1 2023. 36 funds tracked by Wall St. Rank hold GMOM as of Q4 2023.

  • Integrated Wealth Concepts reported no remaining Cambria Global Momentum ETF position as of Q4 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 7,458 Cambria Global Momentum ETF shares in Q4 2023, an estimated $201K.
  • Integrated Wealth Concepts first reported a position in Cambria Global Momentum ETF in Q1 2023 and held it in 3 quarters.
  • Integrated Wealth Concepts's Cambria Global Momentum ETF position peaked at $223K in Q1 2023.
  • 36 funds tracked by Wall St. Rank held Cambria Global Momentum ETF as of Q4 2023.

Based on Integrated Wealth Concepts's 13F filing for Q4 2023, filed 13 Feb 2024.