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Janiczek Wealth Management’s Cambria Trinity ETF TRTY Stock Holding History

Janiczek 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
2024
Q2 		$1.42K Hold
55
– – ﹤0.01% 885
2024
Q1 		$1.43K Buy
55
+1
+2% +$25 ﹤0.01% 898
2023
Q4 		$1.38K Hold
54
– – ﹤0.01% 894
2023
Q3 		$1.32K Buy
54
+1
+2% +$25 ﹤0.01% 883
2023
Q2 		$1.33K Hold
53
– – ﹤0.01% 813
2023
Q1 		$1.33K Hold
53
– – ﹤0.01% 810
2022
Q4 		$1.35K Sell
53
-1,149
-96% -$29.1K ﹤0.01% 825
2022
Q3 		$30K Sell
1,202
-124
-9% -$3.15K 0.01% 386
2022
Q2 		$34K Buy
1,326
+27
+2% +$729 0.01% 368
2022
Q1 		$36K Buy
1,299
+33
+3% +$909 0.01% 362
2021
Q4 		$34K Buy
1,266
+13
+1% +$360 0.01% 378
2021
Q3 		$34K Buy
1,253
+26
+2% +$715 0.01% 356
2021
Q2 		$34K Buy
1,227
+67
+6% +$1.86K 0.01% 329
2021
Q1 		$31K Buy
+1,160
New +$30.2K 0.01% 323

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

Janiczek Wealth Management's TRTY Position: Q2 2024 in Review

Janiczek Wealth Management held its Cambria Trinity ETF (TRTY) position steady in Q2 2024 at 55 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Janiczek Wealth Management first reported a position in TRTY in Q1 2021 and has held it in 14 quarters since. The position peaked at $36K in Q1 2022. 15 funds tracked by Wall St. Rank hold TRTY as of Q2 2024.

  • Janiczek Wealth Management held 55 shares of Cambria Trinity ETF worth $1.42K as of Q2 2024.
  • Janiczek Wealth Management left its Cambria Trinity ETF share count unchanged in Q2 2024.
  • Cambria Trinity ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #885 holding.
  • Janiczek Wealth Management first reported a position in Cambria Trinity ETF in Q1 2021 and has held it in 14 quarters since.
  • Janiczek Wealth Management's Cambria Trinity ETF position peaked at $36K in Q1 2022.
  • 15 funds tracked by Wall St. Rank held Cambria Trinity ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.