Cambridge Investment Research Advisors, Inc. Purchases in Q2 2025

Cambridge Investment Research Advisors, Inc.

  • $32.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
1.67K
+ 10.15%
$45.68 - $47.4 $76.4K - $79.3K
18.1K $859K
MNA
Iq Merger Arbitrage ETF

ETFs
1.85K
+ 9.46%
$33.65 - $35.27 $62.4K - $65.4K
21.5K $757K
PKG
Packaging Corp Of America

Consumer Cyclical
1.18K
+ 8.25%
$175.97 - $201.36 $208K - $238K
15.5K $2.92M
XSW
Spdr S&P Software & Services E

ETFs
95
+ 4.31%
$141.65 - $189.82 $13.5K - $18K
2.3K $437K
LCTD
Blackrock ETF World Ex Us Carb
157
+ 0.96%
N/A
16.5K $838K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
8.23K
+ 17.79%
$9.08 - $10.16 $74.7K - $83.6K
54.5K $553K
First Tr Exchng Traded Fd Vi Confluence
20K
New
N/A
20K $84K
GWRE
Guidewire Software, Inc.

Technology
39
+ 2.5%
$172.73 - $257.37 $6.74K - $10K
1.6K $377K
PSCT
Invesco S&P Smallcap Informati

ETFs
230
+ 1.95%
$34.03 - $46.24 $7.83K - $10.6K
12K $556K
VNLA
Janus Henderson Short Duration

ETFs
1.23K
+ 0.27%
$48.74 - $49.2 $60K - $60.5K
452K $22.3M
Coinshares Valkyrie
241
+ 2.25%
N/A
11K $334K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
5.5K
+ 30.58%
$9.22 - $12.79 $50.7K - $70.3K
23.5K $295K
American Battery
51K
New
N/A
51K $83K
MSCI
Msci Inc.

Financial Services
81
+ 2.56%
$506.56 - $576.74 $41K - $46.7K
3.25K $1.87M
Ab Active Etfs
2.03K
+ 21.32%
N/A
11.5K $432K
PTC
Ptc Inc.

Technology
268
+ 12.92%
$136.74 - $173.24 $36.6K - $46.4K
2.34K $404K
ESNT
Essent Group Ltd.

Financial Services
962
+ 12.41%
$52.78 - $61.24 $50.8K - $58.9K
8.71K $529K
BFK
Blackrock Municipal Income Trust

Financial Services
10.5K
+ 16.22%
$9.2 - $9.99 $96.8K - $105K
75.4K $723K
ESG
Flexshares Stoxx Us Esg Select
85
+ 1.54%
N/A
5.59K $820K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
1.05K
+ 5.14%
$33.82 - $37.61 $35.5K - $39.5K
21.5K $808K
HAL
Halliburton CO

Energy
27.2K
+ 28.61%
$19.26 - $25.7 $523K - $698K
122K $2.49M
Innovator Etfs Trust
715
+ 0.75%
N/A
95.8K $2.75M
ISCB
International Speedway Corp

ETFs
790
+ 9.91%
$47.12 - $58.28 $37.2K - $46K
8.77K $511K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
8.4K
+ 28.98%
$9.43 - $10.29 $79.2K - $86.4K
37.4K $376K
RWT
Redwood Trust Inc

Real Estate
15.1K
+ 25.38%
$4.95 - $6.22 $74.5K - $93.6K
74.4K $439K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
1.02K
+ 3.15%
$61.25 - $63.4 $62.2K - $64.4K
33.2K $2.1M
DBP
Invesco Db Precious Metals Fund

ETFs
718
+ 10.97%
$66.62 - $77.53 $47.8K - $55.7K
7.27K $546K
TEQI
T Rowe Price Exchange Traded F

Technology
1.39K
+ 4.79%
$36.8 - $42.54 $51K - $59K
30.3K $1.29M
HYD
Vaneck High Yield Muni ETF

ETFs
2.76K
+ 4.44%
$49.08 - $51.35 $135K - $142K
64.9K $3.26M
VTWV
Vanguard Russell 2000 Value Et

ETFs
177
+ 2.01%
$116.09 - $139.09 $20.5K - $24.6K
8.96K $1.25M
NTLA
Intellia Therapeutics, Inc.

Healthcare
3.45K
+ 17.47%
$6.28 - $9.67 $21.6K - $33.3K
23.2K $217K
REET
Ishares Global Reit ETF

ETFs
2.69K
+ 11.91%
$21.59 - $25.16 $58K - $67.6K
25.3K $624K
BBY
Best Buy CO Inc

Consumer Cyclical
2.14K
+ 20.46%
$56.17 - $75.73 $120K - $162K
12.6K $847K
INGR
Ingredion Inc

Consumer Defensive
542
+ 9.96%
$123.22 - $140.95 $66.8K - $76.4K
5.99K $812K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
420
+ 2.27%
$38.78 - $49.2 $16.3K - $20.7K
19K $923K
PHK
Pimco High Income Fund

Financial Services
24K
+ 5.59%
$4.43 - $4.88 $106K - $117K
454K $2.18M
ESE
Esco Technologies Inc

Technology
45
+ 2.2%
$139.86 - $194.5 $6.29K - $8.75K
2.09K $401K
EWA
Ishares Msci Australia ETF

ETFs
1.88K
+ 21.18%
$20.82 - $26.71 $39.1K - $50.2K
10.8K $283K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.18K
+ 8.29%
$22.09 - $22.44 $70.3K - $71.4K
41.6K $929K
LX
Lexin Fintech Holdings Ltd.

Financial Services
10.4K
New
$6.57 - $10.4 $68.6K - $109K
10.4K $75K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
8.31K
+ 30.91%
$7.75 - $9.2 $64.4K - $76.4K
35.2K $317K
PEGA
Pegasystems Inc

Technology
2.22K
+ 74.62%
$49.95 - $103.29 $111K - $230K
5.2K $282K
GUNR
Flexshares Tr Morningstar Glob

ETFs
836
+ 2.68%
$33.77 - $41.16 $28.2K - $34.4K
32K $1.28M
LYG
Lloyds Banking Group PLC

Financial Services
5.01K
+ 4.09%
$3.32 - $4.29 $16.6K - $21.5K
128K $542K
PR
Permian Resources Corporation

Energy
5.97K
+ 19.44%
$10.36 - $14.93 $61.8K - $89.1K
36.7K $499K
RWO
Spdr Dow Jones Global Real Est

ETFs
894
+ 1.29%
$38.85 - $45.0 $34.7K - $40.2K
70.1K $3.09M
SND
Smart Sand, Inc.

Energy
36.6K
New
$1.81 - $2.56 $66.2K - $93.7K
36.6K $74K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
521
+ 5.77%
$44.64 - $55.3 $23.3K - $28.8K
9.54K $528K
FTF
Franklin LTD Duration Income Trust

Financial Services
11.6K
+ 79.79%
$5.86 - $6.47 $67.8K - $74.8K
26.1K $167K
Activity Summary
Buys All Purchases 2009 New Holdings 307 Increased Positions 1702 Sells All Sells 1528 Reductions 1528 Sold out 0 Options Calls 0 Puts 0
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