MWM
GVLU icon

Maridea Wealth Management’s Gotham 1000 Value ETF GVLU Stock Holding History

Maridea Wealth Management’s Portfolio GVLU Stock Details GVLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$292K Buy
11,539
+981
+9% +$25.3K 0.04% 355
2025
Q4 		$260K Buy
10,558
+1,138
+12% +$28.8K 0.04% 349
2025
Q3 		$240K Buy
+9,420
New +$234K 0.04% 368

Other funds holding GVLU

GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $5.13B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Maridea Wealth Management's GVLU Position: Q1 2026 in Review

Maridea Wealth Management increased its Gotham 1000 Value ETF (GVLU) stake by 9.3% in Q1 2026, buying an estimated $25.3K and bringing the position to 11,539 shares worth $292K. The position accounts for 0.04% of the portfolio, ranked #355.

Maridea Wealth Management first reported a position in GVLU in Q3 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold GVLU as of Q1 2026.

  • Maridea Wealth Management held 11,539 shares of Gotham 1000 Value ETF worth $292K as of Q1 2026.
  • Maridea Wealth Management bought 981 Gotham 1000 Value ETF shares in Q1 2026, an estimated $25.3K.
  • Gotham 1000 Value ETF made up 0.04% of Maridea Wealth Management's portfolio in Q1 2026, its #355 holding.
  • Maridea Wealth Management first reported a position in Gotham 1000 Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Gotham 1000 Value ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.