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Trademark Financial Management’s Cambria Global Value ETF GVAL Stock Holding History

Trademark Financial 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
2026
Q2 		$797K Buy
22,124
+1,922
+10% +$68.3K 0.33% 52
2026
Q1 		$670K Buy
+20,202
New +$685K 0.33% 53

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 $2.02B AUM 35.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Trademark Financial Management's GVAL Position: Q2 2026 in Review

Trademark Financial Management increased its Cambria Global Value ETF (GVAL) stake by 9.5% in Q2 2026, buying an estimated $68.3K and bringing the position to 22,124 shares worth $797K. The position accounts for 0.33% of the portfolio, ranked #52.

Trademark Financial Management first reported a position in GVAL in Q1 2026 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold GVAL as of Q2 2026.

  • Trademark Financial Management held 22,124 shares of Cambria Global Value ETF worth $797K as of Q2 2026.
  • Trademark Financial Management bought 1,922 Cambria Global Value ETF shares in Q2 2026, an estimated $68.3K.
  • Cambria Global Value ETF made up 0.33% of Trademark Financial Management's portfolio in Q2 2026, its #52 holding.
  • Trademark Financial Management first reported a position in Cambria Global Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held Cambria Global Value ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.