SFSG
CFIT

Sound Financial Strategies Group’s Cambria Fixed Income Trend ETF CFIT Stock Holding History

Sound Financial Strategies Group’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 		$15.2M Buy
+584,134
New +$15.1M 9.67% 2

Other funds holding CFIT

OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 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

Sound Financial Strategies Group's CFIT Position: Q2 2026 in Review

Sound Financial Strategies Group opened a new position in Cambria Fixed Income Trend ETF (CFIT) in Q2 2026: 584,134 shares worth $15.2M. The stake represents 9.67% of the portfolio and ranks #2 among its holdings.

9 funds tracked by Wall St. Rank hold CFIT as of Q2 2026.

  • Sound Financial Strategies Group held 584,134 shares of Cambria Fixed Income Trend ETF worth $15.2M as of Q2 2026.
  • Cambria Fixed Income Trend ETF was a new Sound Financial Strategies Group position in Q2 2026.
  • Cambria Fixed Income Trend ETF made up 9.67% of Sound Financial Strategies Group's portfolio in Q2 2026, its #2 holding.
  • 9 funds tracked by Wall St. Rank held Cambria Fixed Income Trend ETF as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.