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Mount Yale Investment Advisors’s Cambria Global Value ETF GVAL Stock Holding History

Mount Yale Investment Advisors’s Portfolio GVAL Stock Details GVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-74
Closed -$2.02K – 1056
2025
Q2 		$2.02K Buy
+74
New +$1.91K ﹤0.01% 1331

Other funds holding GVAL

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
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mount Yale Investment Advisors's GVAL Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Cambria Global Value ETF (GVAL) in Q3 2025, closing a stake of 74 shares — an estimated $2.02K sold.

Mount Yale Investment Advisors first reported a position in GVAL in Q2 2025 and held it in 1 quarter. The position peaked at $2.02K in Q2 2025. 53 funds tracked by Wall St. Rank hold GVAL as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Cambria Global Value ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 74 Cambria Global Value ETF shares in Q3 2025, an estimated $2.02K.
  • Mount Yale Investment Advisors first reported a position in Cambria Global Value ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Cambria Global Value ETF position peaked at $2.02K in Q2 2025.
  • 53 funds tracked by Wall St. Rank held Cambria Global Value ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.