TCI Wealth Advisors’s Cambria Trinity ETF TRTY Stock Holding History

TCI Wealth Advisors’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
2021 Q3	–	Sell	-50	Closed	-$1K	–	2574
2021 Q2	$1K	Buy	+50	New	+$1.39K	﹤0.01%	2260

Other funds holding TRTY

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JWM

Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return

CCM

Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

TCI Wealth Advisors's TRTY Position: Q3 2021 in Review

TCI Wealth Advisors sold out of Cambria Trinity ETF (TRTY) in Q3 2021, closing a stake of 50 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in TRTY in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 8 funds tracked by Wall St. Rank hold TRTY as of Q3 2021.

TCI Wealth Advisors reported no remaining Cambria Trinity ETF position as of Q3 2021 after selling out during the quarter.
TCI Wealth Advisors sold 50 Cambria Trinity ETF shares in Q3 2021, an estimated $1K.
TCI Wealth Advisors first reported a position in Cambria Trinity ETF in Q2 2021 and held it in 1 quarter.
TCI Wealth Advisors's Cambria Trinity ETF position peaked at $1K in Q2 2021.
8 funds tracked by Wall St. Rank held Cambria Trinity ETF as of Q3 2021.

Based on TCI Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.