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Steward Partners Investment Advisory’s Cambria Trinity ETF TRTY Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-583
Closed -$14.7K – 3671
2023
Q4 		$14.7K Hold
583
– – ﹤0.01% 2538
2023
Q3 		$14.3K Hold
583
– – ﹤0.01% 2454
2023
Q2 		$14.4K Hold
583
– – ﹤0.01% 2438
2023
Q1 		$14.4K Hold
583
– – ﹤0.01% 2394
2022
Q4 		$14.6K Hold
583
– – ﹤0.01% 2394
2022
Q3 		$14K Hold
583
– – ﹤0.01% 2396
2022
Q2 		$15K Buy
+583
New +$15.7K ﹤0.01% 2356

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
IGWM
ICA Group Wealth Management Denver, Colorado $167M AUM 18.57% 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
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Steward Partners Investment Advisory's TRTY Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of Cambria Trinity ETF (TRTY) in Q1 2024, closing a stake of 583 shares — an estimated $14.7K sold.

Steward Partners Investment Advisory first reported a position in TRTY in Q2 2022 and held it in 7 quarters. The position peaked at $15K in Q2 2022. 19 funds tracked by Wall St. Rank hold TRTY as of Q1 2024.

  • Steward Partners Investment Advisory reported no remaining Cambria Trinity ETF position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 583 Cambria Trinity ETF shares in Q1 2024, an estimated $14.7K.
  • Steward Partners Investment Advisory first reported a position in Cambria Trinity ETF in Q2 2022 and held it in 7 quarters.
  • Steward Partners Investment Advisory's Cambria Trinity ETF position peaked at $15K in Q2 2022.
  • 19 funds tracked by Wall St. Rank held Cambria Trinity ETF as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.