PFS
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Prospera Financial Services’s Cambria Value and Momentum ETF VAMO Stock Holding History

Prospera Financial Services’s Portfolio VAMO Stock Details VAMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,122
Closed -$305K – 1083
2023
Q1 		$305K Buy
12,122
+1,200
+11% +$32K 0.01% 778
2022
Q4 		$297K Buy
+10,922
New +$301K 0.01% 708

Other funds holding VAMO

AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Prospera Financial Services's VAMO Position: Q2 2023 in Review

Prospera Financial Services sold out of Cambria Value and Momentum ETF (VAMO) in Q2 2023, closing a stake of 12,122 shares — an estimated $305K sold.

Prospera Financial Services first reported a position in VAMO in Q4 2022 and held it in 2 quarters. The position peaked at $305K in Q1 2023. 21 funds tracked by Wall St. Rank hold VAMO as of Q2 2023.

  • Prospera Financial Services reported no remaining Cambria Value and Momentum ETF position as of Q2 2023 after selling out during the quarter.
  • Prospera Financial Services sold 12,122 Cambria Value and Momentum ETF shares in Q2 2023, an estimated $305K.
  • Prospera Financial Services first reported a position in Cambria Value and Momentum ETF in Q4 2022 and held it in 2 quarters.
  • Prospera Financial Services's Cambria Value and Momentum ETF position peaked at $305K in Q1 2023.
  • 21 funds tracked by Wall St. Rank held Cambria Value and Momentum ETF as of Q2 2023.

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