OWP
CFIT

ORG Wealth Partners’s Cambria Fixed Income Trend ETF CFIT Stock Holding History

ORG Wealth Partners’s Portfolio CFIT Stock Details CFIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.97M Buy
240,768
+42,192
+21% +$1.08M 1.18% 11
2025
Q4 		$4.99M Sell
198,576
-2,693
-1% -$68K 1.17% 16
2025
Q3 		$5.05M Buy
201,269
+37,623
+23% +$939K 1.07% 14
2025
Q2 		$4.03M Buy
163,646
+47,397
+41% +$1.16M 0.96% 15
2025
Q1 		$2.92M Buy
+116,249
New +$2.91M 0.9% 16

Other funds holding CFIT

AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return