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

Wealth Management 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
2023
Q3 		– Sell
-8,150
Closed -$201K – 122
2023
Q2 		$201K Hold
8,150
– – 0.13% 112
2023
Q1 		$201K Buy
+8,150
New +$204K 0.14% 109

Other funds holding TRTY

AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IGWM
ICA Group Wealth Management Denver, Colorado $167M AUM 18.57% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Wealth Management Partners's TRTY Position: Q3 2023 in Review

Wealth Management Partners sold out of Cambria Trinity ETF (TRTY) in Q3 2023, closing a stake of 8,150 shares — an estimated $201K sold.

Wealth Management Partners first reported a position in TRTY in Q1 2023 and held it in 2 quarters. The position peaked at $201K in Q2 2023. 20 funds tracked by Wall St. Rank hold TRTY as of Q3 2023.

  • Wealth Management Partners reported no remaining Cambria Trinity ETF position as of Q3 2023 after selling out during the quarter.
  • Wealth Management Partners sold 8,150 Cambria Trinity ETF shares in Q3 2023, an estimated $201K.
  • Wealth Management Partners first reported a position in Cambria Trinity ETF in Q1 2023 and held it in 2 quarters.
  • Wealth Management Partners's Cambria Trinity ETF position peaked at $201K in Q2 2023.
  • 20 funds tracked by Wall St. Rank held Cambria Trinity ETF as of Q3 2023.

Based on Wealth Management Partners's 13F filing for Q3 2023, filed 25 Oct 2023.