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WMG Financial Advisors’s Cambria Global Value ETF GVAL Stock Holding History

WMG Financial Advisors’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
Q4 		– Sell
-10,000
Closed -$292K – 148
2025
Q3 		$292K Buy
+10,000
New +$284K 0.1% 148

Other funds holding GVAL

CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WMG Financial Advisors's GVAL Position: Q4 2025 in Review

WMG Financial Advisors sold out of Cambria Global Value ETF (GVAL) in Q4 2025, closing a stake of 10,000 shares — an estimated $292K sold.

WMG Financial Advisors first reported a position in GVAL in Q3 2025 and held it in 1 quarter. The position peaked at $292K in Q3 2025. 51 funds tracked by Wall St. Rank hold GVAL as of Q4 2025.

  • WMG Financial Advisors reported no remaining Cambria Global Value ETF position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 10,000 Cambria Global Value ETF shares in Q4 2025, an estimated $292K.
  • WMG Financial Advisors first reported a position in Cambria Global Value ETF in Q3 2025 and held it in 1 quarter.
  • WMG Financial Advisors's Cambria Global Value ETF position peaked at $292K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held Cambria Global Value ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.