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Integrated Wealth Concepts’s Cambria Trinity ETF TRTY Stock Holding History

Integrated Wealth Concepts’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 		$22.2K Buy
+735
New +$22.6K ﹤0.01% 4000

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
CHWM
Cauble & Harre Wealth Management Saint Louis, Missouri $125M AUM
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
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

Integrated Wealth Concepts's TRTY Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Cambria Trinity ETF (TRTY) in Q2 2026: 735 shares worth $22.2K. The stake represents ﹤0.01% of the portfolio and ranks #4000 among its holdings.

11 funds tracked by Wall St. Rank hold TRTY as of Q2 2026.

  • Integrated Wealth Concepts held 735 shares of Cambria Trinity ETF worth $22.2K as of Q2 2026.
  • Cambria Trinity ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Cambria Trinity ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4000 holding.
  • 11 funds tracked by Wall St. Rank held Cambria Trinity ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.