Sound Financial Strategies Group LLC Takes Position in Cambria Trinity ETF $TRTY

Sound Financial Strategies Group LLC purchased a new stake in shares of Cambria Trinity ETF (BATS:TRTY) in the second quarter, Holdings Channel.com reports. The firm purchased 646,527 shares of the company’s stock, valued at approximately $17,479,000. Cambria Trinity ETF accounts for approximately 11.1% of Sound Financial Strategies Group LLC’s investment portfolio, making the stock its 2nd largest position. Sound Financial Strategies Group LLC owned about 0.15% of Cambria Trinity ETF at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in TRTY. Fermata Advisors LLC raised its position in shares of Cambria Trinity ETF by 1.1% in the second quarter. Fermata Advisors LLC now owns 149,337 shares of the company’s stock worth $4,511,000 after buying an additional 1,658 shares in the last quarter. Bravias Capital Group LLC grew its position in Cambria Trinity ETF by 9.4% during the first quarter. Bravias Capital Group LLC now owns 85,393 shares of the company’s stock worth $2,549,000 after buying an additional 7,323 shares in the last quarter. LPL Financial LLC increased its stake in Cambria Trinity ETF by 82.7% in the 4th quarter. LPL Financial LLC now owns 80,927 shares of the company’s stock worth $2,305,000 after acquiring an additional 36,644 shares during the last quarter. Citadel Advisors LLC raised its holdings in shares of Cambria Trinity ETF by 50.9% in the 3rd quarter. Citadel Advisors LLC now owns 33,885 shares of the company’s stock valued at $943,000 after acquiring an additional 11,430 shares in the last quarter. Finally, Envestnet Asset Management Inc. purchased a new stake in shares of Cambria Trinity ETF in the 3rd quarter valued at about $239,000.

Cambria Trinity ETF Trading Down 0.5%

Shares of TRTY opened at $31.60 on Wednesday. The company has a market cap of $135.88 million, a PE ratio of 11.85 and a beta of 0.42. The stock has a 50-day moving average price of $30.79 and a 200-day moving average price of $30.67. Cambria Trinity ETF has a 12-month low of $26.85 and a 12-month high of $31.77.

Cambria Trinity ETF Profile

The Cambria Trinity ETF (TRTY) is an exchange-traded fund that mostly invests in target outcome asset allocation. The fund is an actively managed fund-of-funds with exposure to a variety of asset classes, including equity, fixed income, real estate, commodities, and currencies. The fund seeks income and capital appreciation. TRTY was launched on Sep 10, 2018 and is managed by Cambria.