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
SASR
Sandy Spring Bancorp Inc

Financial Services
-471
- 4.4%
$27.6 - $35.08 $13K - $16.5K
10.2K $286K
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
-978
- 0.99%
$11.31 - $12.37 $11.1K - $12.1K
98.3K $1.12M
TRND
Pacer Fds Tr Trendpilot Fd Fds

ETFs
-1.84K
- 4.13%
$31.93 - $33.88 $58.8K - $62.4K
42.8K $1.38M
SIMO
Silicon Motion Technology Corp

Technology
-560
- 4.32%
$49.58 - $59.71 $27.8K - $33.4K
12.4K $627K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-3.97K
- 14.96%
$18.01 - $18.31 $71.5K - $72.7K
22.5K $407K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
-250
- 1.25%
$23.71 - $27.77 $5.93K - $6.94K
19.8K $469K
RZV
Invesco Fd Tr

ETFs
-246
- 6.5%
$96.48 - $115.16 $23.7K - $28.3K
3.54K $350K
CXE
Mfs High Income Municipal Trust

Financial Services
-20.7K
- 3.72%
$3.6 - $3.85 $74.5K - $79.7K
536K $1.98M
BUYW
Northern Lts Fd Tr Iv Main Buy
-4.53K
- 11.53%
N/A
34.8K $477K
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
-199
- 0.77%
$43.03 - $49.3 $8.56K - $9.81K
25.6K $1.12M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-629
- 16.1%
$89.89 - $100.28 $56.5K - $63.1K
3.28K $302K
First Tr Exchng Traded Fd V
-1.01K
- 2.22%
N/A
44.3K $997K
QDF
Flexshares Quality Dividend In

ETFs
-78
- 0.27%
$67.19 - $73.37 $5.24K - $5.72K
29.3K $2M
KOCT
Innovator Laddered Fund Of U.S
-714
- 1.91%
N/A
36.7K $1.08M
J P Morgan Exchange Traded
-1.42K
- 18.76%
N/A
6.16K $311K
STBA
S&T Bancorp Inc

Financial Services
-1.43K
- 9.88%
$35.43 - $41.22 $50.7K - $58.9K
13K $483K
OLED
Universal Display Corp Pa

Technology
-250
- 4.81%
$139.48 - $161.59 $34.9K - $40.4K
4.94K $689K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-29.2K
- 26.21%
$0.6 - $1.22 $17.5K - $35.6K
82.2K $50K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-474
- 2.43%
$67.43 - $75.54 $32K - $35.8K
19K $1.3M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
-283
- 0.56%
$8.4 - $10.21 $2.38K - $2.89K
50.2K $423K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-102
- 10.81%
$228.41 - $293.71 $23.3K - $30K
842 $201K
FSLY
Fastly, Inc.

Technology
-1.04K
- 5.23%
$6.33 - $10.92 $6.55K - $11.3K
18.8K $119K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-1.59K
- 3.13%
$66.3 - $74.17 $105K - $118K
49.2K $3.42M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-1.42K
- 4.18%
$46.53 - $53.12 $66.2K - $75.5K
32.6K $1.54M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
-924
- 2.0%
$31.51 - $33.34 $29.1K - $30.8K
45.2K $1.43M
GEO
Geo Group Inc

Real Estate
-2.72K
- 26.05%
$22.92 - $35.35 $62.3K - $96K
7.71K $225K
USEP
Innovator U.S. Equity Ultra Bu
-1.33K
- 5.26%
N/A
24K $827K
IONS
Ionis Pharmaceuticals Inc

Healthcare
-961
- 12.38%
$30.17 - $34.97 $29K - $33.6K
6.8K $205K
PTC
Ptc Inc.

Technology
-33
- 1.57%
$153.3 - $193.48 $5.06K - $6.38K
2.08K $322K
SEE
Sealed Air Corp

Consumer Cyclical
-429
- 3.93%
$28.9 - $35.65 $12.4K - $15.3K
10.5K $303K
AYI
Acuity Brands Inc

Industrials
-7
- 0.32%
$257.8 - $337.07 $1.8K - $2.36K
2.18K $574K
BLZE
Backblaze, Inc.

Technology
-1.05K
- 2.08%
$4.83 - $7.55 $5.08K - $7.94K
49.5K $239K
BMO
Bank Of Montreal

Financial Services
-511
- 4.71%
$94.92 - $104.14 $48.5K - $53.2K
10.3K $988K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-443
- 0.9%
$41.55 - $43.98 $18.4K - $19.5K
48.9K $2.05M
NOCT
Innovator Growth 100 Power Buf

ETFs
-50
- 0.13%
$49.54 - $52.84 $2.48K - $2.64K
38.5K $1.92M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-2.7K
- 2.26%
$23.03 - $23.17 $62.1K - $62.5K
117K $2.69M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-1.83K
- 1.26%
$36.63 - $37.45 $67.2K - $68.7K
144K $5.29M
NIO
Nio Inc.

Consumer Cyclical
-1.63K
- 1.53%
$3.75 - $5.22 $6.12K - $8.51K
105K $401K
BEAM
Beam Therapeutics Inc.

Healthcare
-455
- 4.3%
$19.53 - $34.09 $8.89K - $15.5K
10.1K $198K
BYD
Boyd Gaming Corp

Consumer Cyclical
-91
- 1.07%
$65.83 - $79.52 $5.99K - $7.24K
8.44K $555K
CLNE
Clean Energy Fuels Corp.

Energy
-11.1K
- 22.73%
$1.55 - $3.57 $17.2K - $39.7K
37.8K $59K
Grail
-8.61K
- 42.37%
N/A
11.7K $299K
RZG
Invesco Fd Tr S&P Smallcap 600
-299
- 1.63%
N/A
18K $844K
TOLZ
Dj Brookfield Global

ETFs
-1.66K
- 25.53%
$48.2 - $52.75 $80K - $87.5K
4.84K $255K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
-5.82K
- 14.71%
$2.52 - $4.08 $14.7K - $23.8K
33.8K $88K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-723
- 23.58%
$96.27 - $116.36 $69.6K - $84.1K
2.34K $273K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
-3.8K
- 10.09%
$23.61 - $24.38 $89.6K - $92.5K
33.8K $825K
LECO
Lincoln Electric Holdings Inc

Industrials
-355
- 12.51%
$180.51 - $216.81 $64.1K - $77K
2.48K $470K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
-6.78K
- 5.95%
$10.81 - $11.29 $73.3K - $76.6K
107K $1.17M
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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