CAPTRUST Financial Advisors
TRTY icon

CAPTRUST Financial Advisors’s Cambria Trinity ETF TRTY Stock Holding History

CAPTRUST Financial Advisors’s Portfolio TRTY Stock Details TRTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-150
Closed -$4K – 5149
2022
Q1 		$4K Buy
+150
New +$4.13K ﹤0.01% 4281

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PWAG
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HR
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AF
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JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return

CAPTRUST Financial Advisors's TRTY Position: Q2 2022 in Review

CAPTRUST Financial Advisors sold out of Cambria Trinity ETF (TRTY) in Q2 2022, closing a stake of 150 shares — an estimated $4K sold.

CAPTRUST Financial Advisors first reported a position in TRTY in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 11 funds tracked by Wall St. Rank hold TRTY as of Q2 2022.

  • CAPTRUST Financial Advisors reported no remaining Cambria Trinity ETF position as of Q2 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 150 Cambria Trinity ETF shares in Q2 2022, an estimated $4K.
  • CAPTRUST Financial Advisors first reported a position in Cambria Trinity ETF in Q1 2022 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Cambria Trinity ETF position peaked at $4K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held Cambria Trinity ETF as of Q2 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.