LF
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Lee Financial’s Cambria Global Momentum ETF GMOM Stock Holding History

Lee Financial’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
Q2 		– Hold
0
– – – 786
2023
Q1 		– Sell
-703
Closed -$19.9K – 788
2022
Q4 		$19.9K Hold
703
– – ﹤0.01% 343
2022
Q3 		$20K Buy
703
+3
+0.4% +$87 ﹤0.01% 330
2022
Q2 		$21K Buy
+700
New +$22.2K ﹤0.01% 328

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 $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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Lee Financial's GMOM Position: Q2 2023 in Review

Lee Financial held its Cambria Global Momentum ETF (GMOM) position steady in Q2 2023 at 0 shares worth $12. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Lee Financial first reported a position in GMOM in Q2 2022 and has held it in 3 quarters since. The position peaked at $21K in Q2 2022. 38 funds tracked by Wall St. Rank hold GMOM as of Q2 2023.

  • Lee Financial held 0 shares of Cambria Global Momentum ETF worth $12 as of Q2 2023.
  • Lee Financial left its Cambria Global Momentum ETF share count unchanged in Q2 2023.
  • Cambria Global Momentum ETF made up ﹤0.01% of Lee Financial's portfolio in Q2 2023, its #786 holding.
  • Lee Financial first reported a position in Cambria Global Momentum ETF in Q2 2022 and has held it in 3 quarters since.
  • Lee Financial's Cambria Global Momentum ETF position peaked at $21K in Q2 2022.
  • 38 funds tracked by Wall St. Rank held Cambria Global Momentum ETF as of Q2 2023.

Based on Lee Financial's 13F filing for Q2 2023, filed 8 Aug 2023.