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Dynamic Advisor Solutions’s Cambria Trinity ETF TRTY Stock Holding History

Dynamic Advisor Solutions’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
2023
Q1 		– Sell
-27,879
Closed -$696K – 806
2022
Q4 		$696K Buy
27,879
+10,347
+59% +$262K 0.05% 355
2022
Q3 		$429K Sell
17,532
-2,975
-15% -$75.5K 0.03% 421
2022
Q2 		$524K Buy
+20,507
New +$554K 0.04% 384

Other funds holding TRTY

AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Dynamic Advisor Solutions's TRTY Position: Q1 2023 in Review

Dynamic Advisor Solutions sold out of Cambria Trinity ETF (TRTY) in Q1 2023, closing a stake of 27,879 shares — an estimated $696K sold.

Dynamic Advisor Solutions first reported a position in TRTY in Q2 2022 and held it in 3 quarters. The position peaked at $696K in Q4 2022. 20 funds tracked by Wall St. Rank hold TRTY as of Q1 2023.

  • Dynamic Advisor Solutions reported no remaining Cambria Trinity ETF position as of Q1 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 27,879 Cambria Trinity ETF shares in Q1 2023, an estimated $696K.
  • Dynamic Advisor Solutions first reported a position in Cambria Trinity ETF in Q2 2022 and held it in 3 quarters.
  • Dynamic Advisor Solutions's Cambria Trinity ETF position peaked at $696K in Q4 2022.
  • 20 funds tracked by Wall St. Rank held Cambria Trinity ETF as of Q1 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2023, filed 11 Apr 2023.