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RWA Wealth Partners’s Cambria Trinity ETF TRTY Stock Holding History

RWA Wealth Partners’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
Q4 		– Sell
-15,277
Closed -$401K – 593
2024
Q3 		$401K Hold
15,277
– – 0.01% 433
2024
Q2 		$391K Hold
15,277
– – 0.01% 417
2024
Q1 		$397K Hold
15,277
– – 0.01% 421
2023
Q4 		$384K Buy
+15,277
New +$374K 0.01% 408

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 $153M AUM 23.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RWA Wealth Partners's TRTY Position: Q4 2024 in Review

RWA Wealth Partners sold out of Cambria Trinity ETF (TRTY) in Q4 2024, closing a stake of 15,277 shares — an estimated $401K sold.

RWA Wealth Partners first reported a position in TRTY in Q4 2023 and held it in 4 quarters. The position peaked at $401K in Q3 2024. 12 funds tracked by Wall St. Rank hold TRTY as of Q4 2024.

  • RWA Wealth Partners reported no remaining Cambria Trinity ETF position as of Q4 2024 after selling out during the quarter.
  • RWA Wealth Partners sold 15,277 Cambria Trinity ETF shares in Q4 2024, an estimated $401K.
  • RWA Wealth Partners first reported a position in Cambria Trinity ETF in Q4 2023 and held it in 4 quarters.
  • RWA Wealth Partners's Cambria Trinity ETF position peaked at $401K in Q3 2024.
  • 12 funds tracked by Wall St. Rank held Cambria Trinity ETF as of Q4 2024.

Based on RWA Wealth Partners's 13F filing for Q4 2024, filed 12 Feb 2025.