Stifel Financial
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Stifel Financial’s Cambria Global Asset Allocation ETF GAA Stock Holding History

Stifel Financial’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
2024
Q1 		– Sell
-12,193
Closed -$340K – 3363
2023
Q4 		$340K Buy
+12,193
New +$325K ﹤0.01% 2777
2023
Q2 		– Sell
-93,451
Closed -$2.51M – 3352
2023
Q1 		$2.51M Buy
93,451
+29,856
+47% +$820K ﹤0.01% 1426
2022
Q4 		$1.71M Buy
+63,595
New +$1.69M ﹤0.01% 1630

Other funds holding GAA

AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Stifel Financial's GAA Position: Q1 2024 in Review

Stifel Financial sold out of Cambria Global Asset Allocation ETF (GAA) in Q1 2024, closing a stake of 12,193 shares — an estimated $340K sold.

Stifel Financial first reported a position in GAA in Q4 2022 and held it in 3 quarters. The position peaked at $2.51M in Q1 2023. 19 funds tracked by Wall St. Rank hold GAA as of Q1 2024.

  • Stifel Financial reported no remaining Cambria Global Asset Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Stifel Financial sold 12,193 Cambria Global Asset Allocation ETF shares in Q1 2024, an estimated $340K.
  • Stifel Financial first reported a position in Cambria Global Asset Allocation ETF in Q4 2022 and held it in 3 quarters.
  • Stifel Financial's Cambria Global Asset Allocation ETF position peaked at $2.51M in Q1 2023.
  • 19 funds tracked by Wall St. Rank held Cambria Global Asset Allocation ETF as of Q1 2024.

Based on Stifel Financial's 13F filing for Q1 2024, filed 14 May 2024.