Cambridge Investment Research Advisors, Inc. Reduced Holdings in Q1 2025

Cambridge Investment Research Advisors, Inc.

  • $29.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SU
Suncor Energy Inc

Energy
-5.52K
- 16.53%
$34.27 - $40.63 $189K - $224K
27.9K $1.08M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-2.34K
- 12.17%
$47.6 - $51.91 $112K - $122K
16.9K $817K
HOG
Harley Davidson, Inc.

Consumer Cyclical
-1.99K
- 15.95%
$24.13 - $30.02 $47.9K - $59.6K
10.5K $264K
KRG
Kite Realty Group Trust

Real Estate
-1.63K
- 6.33%
$21.24 - $25.05 $34.5K - $40.7K
24.1K $538K
LYFT
Lyft, Inc.

Technology
-6.77K
- 23.34%
$11.27 - $15.12 $76.3K - $102K
22.2K $264K
PBT
Permian Basin Royalty Trust

Energy
-8.75K
- 42.2%
$9.67 - $12.15 $84.6K - $106K
12K $119K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-2.67K
- 2.94%
$10.61 - $16.49 $28.3K - $44K
88K $1.1M
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
-8.93K
- 20.79%
$14.91 - $15.74 $133K - $140K
34K $529K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-1.87K
- 4.95%
$44.99 - $47.69 $83.9K - $88.9K
35.8K $1.63M
SCHQ
Schwab Strategic Tr Long Term

ETFs
-4.27K
- 17.62%
$30.72 - $33.22 $131K - $142K
19.9K $653K
Innovator Etfs Trust
-3.97K
- 18.52%
N/A
17.4K $457K
CBSH
Commerce Bancshares Inc

Financial Services
-1.66K
- 5.44%
$58.85 - $68.59 $97.5K - $114K
28.8K $1.79M
COOP
Mr. Cooper Group Inc.

Financial Services
-2.28K
- 32.2%
$91.4 - $119.6 $209K - $273K
4.81K $575K
RBLX
Roblox Corp

Communication Services
-2.09K
- 5.79%
$53.77 - $75.47 $112K - $158K
33.9K $1.98M
SMG
Scotts Miracle Gro CO

Basic Materials
-273
- 3.45%
$54.76 - $77.7 $14.9K - $21.2K
7.64K $419K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-2.58K
- 17.52%
$27.52 - $33.6 $71K - $86.7K
12.2K $362K
PENN
Penn National Gaming Inc

Consumer Cyclical
-2.35K
- 12.54%
$16.23 - $22.73 $38.2K - $53.5K
16.4K $268K
Tidal Tr Ii Clockwise
-864
- 2.26%
N/A
37.4K $847K
BCC
Boise Cascade CO

Basic Materials
-435
- 14.93%
$96.38 - $129.12 $41.9K - $56.2K
2.48K $243K
MFLX
First Tr Exchange Traded Fd Vi
-5.9K
- 28.27%
N/A
15K $253K
Healthcare Rlty
-5.65K
- 3.99%
N/A
136K $2.3M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-2.69K
- 3.91%
$35.29 - $36.56 $94.8K - $98.2K
66K $2.36M
VVV
Valvoline Inc

Energy
-2.3K
- 14.11%
$34.44 - $40.19 $79.2K - $92.4K
14K $487K
WDI
Western Asset Diversified Income Fund

ETFs
-7.83K
- 15.4%
$14.4 - $15.26 $113K - $120K
43K $622K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-2.55K
- 8.68%
$55.76 - $59.54 $142K - $152K
26.8K $1.56M
BNTX
Bio N Tech Se

Healthcare
-14
- 0.32%
$91.06 - $126.88 $1.27K - $1.78K
4.35K $396K
SM
Sm Energy CO

Energy
-610
- 6.48%
$27.15 - $44.69 $16.6K - $27.3K
8.8K $264K
ROIV
Roivant Sciences Ltd.

Healthcare
-1.74K
- 3.64%
$10.09 - $12.08 $17.6K - $21K
46K $464K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-3.14K
- 20.28%
$25.27 - $28.3 $79.3K - $88.8K
12.3K $320K
BOCT
Innovator U.S. Equity Buffer E

ETFs
-1.12K
- 2.51%
$41.53 - $44.57 $46.6K - $50.1K
43.6K $1.83M
ZECP
Zacks Tr Earnings Constant Por

ETFs
-2.47K
- 3.64%
$29.24 - $32.07 $72.3K - $79.3K
65.4K $1.97M
BCV
Bancroft Fund LTD

Financial Services
-4.66K
- 8.17%
$17.42 - $18.74 $81.1K - $87.3K
52.3K $912K
BC
Brunswick Corp

Consumer Cyclical
-817
- 16.83%
$53.49 - $70.51 $43.7K - $57.6K
4.04K $217K
FXG
First Tr Exchange Traded First

ETFs
-2.17K
- 6.14%
$62.56 - $65.85 $136K - $143K
33.2K $2.17M
FCAL
First Tr Iii Calif Mun High In

ETFs
-1.63K
- 7.66%
$48.53 - $49.76 $79.2K - $81.2K
19.7K $955K
KRMA
Global X Fds Global X Consciou

ETFs
-2.2K
- 26.19%
$36.76 - $40.63 $80.9K - $89.4K
6.2K $231K
TDY
Teledyne Technologies Inc

Technology
-260
- 27.0%
$455.51 - $518.84 $118K - $135K
703 $350K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
-2.74K
- 13.22%
$11.76 - $15.2 $32.2K - $41.6K
18K $211K
EOG
Eog Resources Inc

Energy
-4.67K
- 5.25%
$120.54 - $138.05 $563K - $645K
84.3K $10.8M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
-4.41K
- 22.84%
$21.3 - $22.61 $94K - $99.7K
14.9K $318K
Franklin Templeton Digital
-740
- 7.76%
N/A
8.79K $420K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-1.81K
- 7.78%
$28.64 - $32.91 $51.7K - $59.4K
21.4K $621K
Federated Hermes ETF Trust Hermes
-6.59K
- 3.45%
N/A
184K $4.62M
IQI
Invesco Quality Municipal Income Trust

Financial Services
-6.72K
- 4.18%
$9.59 - $10.1 $64.4K - $67.8K
154K $1.49M
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
-25
- 0.11%
$41.29 - $56.94 $1.03K - $1.42K
23.2K $1.19M
CYBR
Cyber Ark Software Ltd.

Technology
-334
- 8.93%
$312.8 - $414.31 $104K - $138K
3.41K $1.15M
First Tr Exchng Traded Fd Vi Ft Vest
-702
- 0.75%
N/A
93.4K $3.36M
PSCT
Invesco S&P Smallcap Informati

ETFs
-60
- 0.51%
$40.08 - $50.4 $2.4K - $3.02K
11.8K $472K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-5.1K
- 18.68%
$19.7 - $20.61 $100K - $105K
22.2K $448K
Activity Summary
Buys All Purchases 1919 New Holdings 226 Increased Positions 1693 Sells All Sells 1493 Reductions 1493 Sold out 0 Options Calls 0 Puts 0
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