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Cauble & Harre Wealth Management’s Cambria Trinity ETF TRTY Stock Holding History

Cauble & Harre Wealth Management’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
2026
Q2 		$2.08M Buy
68,753
+3,293
+5% +$101K 1.67% 17
2026
Q1 		$2.05M Buy
+65,460
New +$1.97M 1.63% 17

Other funds holding TRTY

AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $426M AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cauble & Harre Wealth Management's TRTY Position: Q2 2026 in Review

Cauble & Harre Wealth Management increased its Cambria Trinity ETF (TRTY) stake by 5% in Q2 2026, buying an estimated $101K and bringing the position to 68,753 shares worth $2.08M. The position accounts for 1.67% of the portfolio, ranked #17.

Cauble & Harre Wealth Management first reported a position in TRTY in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold TRTY as of Q2 2026.

  • Cauble & Harre Wealth Management held 68,753 shares of Cambria Trinity ETF worth $2.08M as of Q2 2026.
  • Cauble & Harre Wealth Management bought 3,293 Cambria Trinity ETF shares in Q2 2026, an estimated $101K.
  • Cambria Trinity ETF made up 1.67% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Cauble & Harre Wealth Management first reported a position in Cambria Trinity ETF in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Cambria Trinity ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.