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Synergy Asset Management’s Cambria Global Value ETF GVAL Stock Holding History

Synergy Asset Management’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
Q2 		– Sell
-86,203
Closed -$2.13M – 205
2025
Q1 		$2.13M Buy
+86,203
New +$1.98M 0.27% 62

Other funds holding GVAL

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
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
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Synergy Asset Management's GVAL Position: Q2 2025 in Review

Synergy Asset Management sold out of Cambria Global Value ETF (GVAL) in Q2 2025, closing a stake of 86,203 shares — an estimated $2.13M sold.

Synergy Asset Management first reported a position in GVAL in Q1 2025 and held it in 1 quarter. The position peaked at $2.13M in Q1 2025. 43 funds tracked by Wall St. Rank hold GVAL as of Q2 2025.

  • Synergy Asset Management reported no remaining Cambria Global Value ETF position as of Q2 2025 after selling out during the quarter.
  • Synergy Asset Management sold 86,203 Cambria Global Value ETF shares in Q2 2025, an estimated $2.13M.
  • Synergy Asset Management first reported a position in Cambria Global Value ETF in Q1 2025 and held it in 1 quarter.
  • Synergy Asset Management's Cambria Global Value ETF position peaked at $2.13M in Q1 2025.
  • 43 funds tracked by Wall St. Rank held Cambria Global Value ETF as of Q2 2025.

Based on Synergy Asset Management's 13F filing for Q2 2025, filed 21 Jul 2025.