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Spire Wealth Management’s Cambria Global Asset Allocation ETF GAA Stock Holding History

Spire Wealth Management’s Portfolio GAA Stock Details GAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-115
Closed -$4K – 2655
2021
Q4 		$4K Buy
+115
New +$3.63K ﹤0.01% 2624
2021
Q2 		– Sell
-115
Closed -$4K – 2716
2021
Q1 		$4K Buy
+115
New +$3.51K ﹤0.01% 2687

Other funds holding GAA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return

Spire Wealth Management's GAA Position: Q1 2022 in Review

Spire Wealth Management sold out of Cambria Global Asset Allocation ETF (GAA) in Q1 2022, closing a stake of 115 shares — an estimated $4K sold.

Spire Wealth Management first reported a position in GAA in Q1 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 15 funds tracked by Wall St. Rank hold GAA as of Q1 2022.

  • Spire Wealth Management reported no remaining Cambria Global Asset Allocation ETF position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 115 Cambria Global Asset Allocation ETF shares in Q1 2022, an estimated $4K.
  • Spire Wealth Management first reported a position in Cambria Global Asset Allocation ETF in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's Cambria Global Asset Allocation ETF position peaked at $4K in Q4 2021.
  • 15 funds tracked by Wall St. Rank held Cambria Global Asset Allocation ETF as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.