Sound Financial Strategies Group LLC Makes New Investment in Cambria Trinity ETF $TRTY

Sound Financial Strategies Group LLC bought a new position in Cambria Trinity ETF (BATS:TRTY) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 646,527 shares of the company’s stock, valued at approximately $17,479,000. Cambria Trinity ETF makes up 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 15.04% of Cambria Trinity ETF at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of the business. Fermata Advisors LLC lifted its stake in shares of Cambria Trinity ETF by 1.1% during the 2nd quarter. Fermata Advisors LLC now owns 149,337 shares of the company’s stock valued at $4,511,000 after buying an additional 1,658 shares in the last quarter. Bravias Capital Group LLC grew its stake in Cambria Trinity ETF by 9.4% in the 1st quarter. Bravias Capital Group LLC now owns 85,393 shares of the company’s stock valued at $2,549,000 after buying an additional 7,323 shares in the last quarter. LPL Financial LLC grew 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 valued at $2,305,000 after buying an additional 36,644 shares in the last quarter. Citadel Advisors LLC raised its holdings in Cambria Trinity ETF by 50.9% during 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 during the period. Finally, Envestnet Asset Management Inc. bought a new stake in Cambria Trinity ETF during the 3rd quarter valued at $239,000.

Cambria Trinity ETF Price Performance

BATS:TRTY opened at $31.60 on Wednesday. The company has a market cap of $135.88 million, a P/E ratio of 11.85 and a beta of 0.42. The stock’s fifty day moving average price is $30.79 and its two-hundred day moving average price is $30.67. Cambria Trinity ETF has a 1 year low of $26.85 and a 1 year 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.