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Wealth Management Partners’s Cambria Global Momentum ETF GMOM Stock Holding History

Wealth Management Partners’s Portfolio GMOM Stock Details GMOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9,737
Closed -$262K – 123
2023
Q3 		$262K Sell
9,737
-1,100
-10% -$30.5K 0.16% 97
2023
Q2 		$300K Hold
10,837
– – 0.19% 86
2023
Q1 		$299K Buy
+10,837
New +$306K 0.21% 87

Other funds holding GMOM

AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Wealth Management Partners's GMOM Position: Q4 2023 in Review

Wealth Management Partners sold out of Cambria Global Momentum ETF (GMOM) in Q4 2023, closing a stake of 9,737 shares — an estimated $262K sold.

Wealth Management Partners first reported a position in GMOM in Q1 2023 and held it in 3 quarters. The position peaked at $300K in Q2 2023. 36 funds tracked by Wall St. Rank hold GMOM as of Q4 2023.

  • Wealth Management Partners reported no remaining Cambria Global Momentum ETF position as of Q4 2023 after selling out during the quarter.
  • Wealth Management Partners sold 9,737 Cambria Global Momentum ETF shares in Q4 2023, an estimated $262K.
  • Wealth Management Partners first reported a position in Cambria Global Momentum ETF in Q1 2023 and held it in 3 quarters.
  • Wealth Management Partners's Cambria Global Momentum ETF position peaked at $300K in Q2 2023.
  • 36 funds tracked by Wall St. Rank held Cambria Global Momentum ETF as of Q4 2023.

Based on Wealth Management Partners's 13F filing for Q4 2023, filed 10 Jan 2024.