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

Austin Wealth Management
Austin Wealth Management Austin, Texas $477M AUM 11.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Beacon Financial Advisory
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
IFG Advisory
IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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. 20 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.
  • 20 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.