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Magnus Financial Group’s Cambria Global Real Estate ETF BLDG Stock Holding History

Magnus Financial Group’s Portfolio BLDG Stock Details BLDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-159,474
Closed -$3.97M – 275
2023
Q1 		$3.97M Buy
159,474
+41,593
+35% +$1.1M 0.6% 33
2022
Q4 		$3.09M Buy
+117,881
New +$2.96M 0.5% 41

Other funds holding BLDG

CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Magnus Financial Group's BLDG Position: Q2 2023 in Review

Magnus Financial Group sold out of Cambria Global Real Estate ETF (BLDG) in Q2 2023, closing a stake of 159,474 shares — an estimated $3.97M sold.

Magnus Financial Group first reported a position in BLDG in Q4 2022 and held it in 2 quarters. The position peaked at $3.97M in Q1 2023. 9 funds tracked by Wall St. Rank hold BLDG as of Q2 2023.

  • Magnus Financial Group reported no remaining Cambria Global Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Magnus Financial Group sold 159,474 Cambria Global Real Estate ETF shares in Q2 2023, an estimated $3.97M.
  • Magnus Financial Group first reported a position in Cambria Global Real Estate ETF in Q4 2022 and held it in 2 quarters.
  • Magnus Financial Group's Cambria Global Real Estate ETF position peaked at $3.97M in Q1 2023.
  • 9 funds tracked by Wall St. Rank held Cambria Global Real Estate ETF as of Q2 2023.

Based on Magnus Financial Group's 13F filing for Q2 2023, filed 19 Jul 2023.