Cetera Investment Advisers
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Cetera Investment Advisers’s Cambria Trinity ETF TRTY Stock Holding History

Cetera Investment Advisers’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
2024
Q2 		– Sell
-12,027
Closed -$312K – 3850
2024
Q1 		$312K Buy
+12,027
New +$304K ﹤0.01% 3002

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
DWA
Delap Wealth Advisory Lake Oswego, Oregon $266M AUM 21% 1-Year Est. Return

Cetera Investment Advisers's TRTY Position: Q2 2024 in Review

Cetera Investment Advisers sold out of Cambria Trinity ETF (TRTY) in Q2 2024, closing a stake of 12,027 shares — an estimated $312K sold.

Cetera Investment Advisers first reported a position in TRTY in Q1 2024 and held it in 1 quarter. The position peaked at $312K in Q1 2024. 15 funds tracked by Wall St. Rank hold TRTY as of Q2 2024.

  • Cetera Investment Advisers reported no remaining Cambria Trinity ETF position as of Q2 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 12,027 Cambria Trinity ETF shares in Q2 2024, an estimated $312K.
  • Cetera Investment Advisers first reported a position in Cambria Trinity ETF in Q1 2024 and held it in 1 quarter.
  • Cetera Investment Advisers's Cambria Trinity ETF position peaked at $312K in Q1 2024.
  • 15 funds tracked by Wall St. Rank held Cambria Trinity ETF as of Q2 2024.

Based on Cetera Investment Advisers's 13F filing for Q2 2024, filed 22 Aug 2024.