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
Q2 		$6.13M Sell
234,935
-5,833
-2% -$151K 0.92% 15
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

SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

ORG Wealth Partners's CFIT Position: Q2 2026 in Review

ORG Wealth Partners reduced its Cambria Fixed Income Trend ETF (CFIT) stake by 2.4% in Q2 2026, selling an estimated $151K and leaving 234,935 shares worth $6.13M. The position accounts for 0.92% of the portfolio, ranked #15.

ORG Wealth Partners first reported a position in CFIT in Q1 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold CFIT as of Q2 2026.

  • ORG Wealth Partners held 234,935 shares of Cambria Fixed Income Trend ETF worth $6.13M as of Q2 2026.
  • ORG Wealth Partners sold 5,833 Cambria Fixed Income Trend ETF shares in Q2 2026, an estimated $151K.
  • Cambria Fixed Income Trend ETF made up 0.92% of ORG Wealth Partners's portfolio in Q2 2026, its #15 holding.
  • ORG Wealth Partners first reported a position in Cambria Fixed Income Trend ETF in Q1 2025 and has held it in 6 quarters since.
  • 9 funds tracked by Wall St. Rank held Cambria Fixed Income Trend ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.