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
MTN
Vail Resorts Inc

Consumer Cyclical
-53
- 2.73%
$153.58 - $184.72 $8.14K - $9.79K
1.89K $302K
THFF
First Financial Corp

Financial Services
-1.75K
- 20.22%
$43.45 - $53.53 $75.9K - $93.5K
6.89K $338K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-6.57K
- 7.93%
$5.3 - $5.75 $34.8K - $37.7K
76.2K $410K
SHYF
Shyft Group, Inc.

Industrials
-1.99K
- 16.31%
$8.09 - $12.59 $16.1K - $25K
10.2K $83K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
-538
- 1.42%
$13.63 - $15.28 $7.33K - $8.22K
37.4K $510K
First Tr Exchng Traded Fd V
-202
- 0.5%
N/A
40.3K $945K
DBO
Invesco Db Oil Fund

ETFs
-4.19K
- 8.58%
$13.36 - $15.88 $56K - $66.6K
44.7K $640K
CHGX
Investment Managers Ser Tr Ii

ETFs
-570
- 1.69%
$36.24 - $39.75 $20.7K - $22.7K
33.2K $1.22M
ISCG
Ishares Morningstar Small Cap

ETFs
-184
- 1.59%
$44.44 - $52.05 $8.18K - $9.58K
11.4K $514K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
-2.03K
- 20.46%
$28.9 - $31.59 $58.7K - $64.1K
7.89K $231K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-3.1K
- 6.68%
$18.54 - $18.88 $57.5K - $58.5K
43.3K $810K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
-2.35K
- 6.15%
$23.71 - $24.2 $55.7K - $56.9K
35.8K $854K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
-2.1K
- 7.59%
$36.86 - $39.26 $77.3K - $82.3K
25.5K $963K
BWA
Borgwarner Inc

Consumer Cyclical
-949
- 9.89%
$27.78 - $32.9 $26.4K - $31.2K
8.65K $248K
CM
Canadian Imperial Bank Of Commerce

Financial Services
-52
- 0.66%
$55.05 - $64.52 $2.86K - $3.36K
7.83K $441K
SBAC
Sba Communications Corp

Real Estate
-386
- 22.25%
$192.76 - $224.91 $74.4K - $86.8K
1.35K $297K
CRF
Cornerstone Total Return Fund Inc

Financial Services
-2.34K
- 9.04%
$7.17 - $9.1 $16.8K - $21.3K
23.5K $169K
CPNG
Coupang, Inc.

Consumer Cyclical
-2.49K
- 9.36%
$21.34 - $25.52 $53.2K - $63.6K
24.1K $529K
BJUN
Innovator U.S. Equity Buffer E

ETFs
-1.19K
- 14.73%
N/A
6.87K $278K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
-5.68K
- 7.21%
$10.81 - $11.42 $61.4K - $64.8K
73K $792K
HUMA
Humacyte, Inc.

Healthcare
-1.7K
- 10.82%
$1.71 - $5.18 $2.9K - $8.8K
14K $24K
QTWO
Q2 Holdings, Inc.

Technology
-16
- 0.62%
$71.37 - $102.68 $1.14K - $1.64K
2.58K $206K
AUB
Atlantic Union Bankshares Corp

Financial Services
-262
- 3.83%
$30.68 - $39.07 $8.04K - $10.2K
6.57K $205K
SPFF
Global X Superincome Preferred

ETFs
-4.95K
- 14.6%
$8.97 - $9.5 $44.4K - $47K
29K $260K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-8.03K
- 3.14%
$24.05 - $24.86 $193K - $200K
248K $6.16M
CTBI
Community Trust Bancorp Inc

Financial Services
-700
- 10.87%
$49.72 - $56.88 $34.8K - $39.8K
5.74K $289K
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
-7.57K
- 9.83%
$8.86 - $9.3 $67K - $70.4K
69.4K $640K
Morgan Stanley ETF Trust Calvert
-252
- 3.05%
N/A
8K $552K
BRC
Brady Corp

Industrials
-420
- 6.46%
$68.85 - $75.89 $28.9K - $31.9K
6.08K $429K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-183
- 0.76%
$40.87 - $45.28 $7.48K - $8.29K
23.9K $988K
BRSP
Bright Spire Capital, Inc.

Real Estate
-2.92K
- 0.68%
$5.48 - $6.23 $16K - $18.2K
423K $2.35M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
-6.02K
- 26.97%
$8.17 - $10.63 $49.2K - $64K
16.3K $151K
BCE
Bce Inc

Communication Services
-1.85K
- 6.06%
$22.14 - $25.18 $40.9K - $46.5K
28.7K $658K
RVNU
Xtrackers Municipal Infrastruc

ETFs
-1.4K
- 6.27%
$24.5 - $25.39 $34.4K - $35.6K
21K $517K
BEN
Franklin Resources Inc

Financial Services
-1.09K
- 4.15%
$18.92 - $22.24 $20.6K - $24.2K
25.2K $484K
AOK
Ishares Tr Core Conservative A

ETFs
-2.08K
- 2.28%
$36.86 - $38.15 $76.7K - $79.4K
89.1K $3.35M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-4.86K
- 3.08%
$100.59 - $103.47 $489K - $503K
153K $15.8M
JIG
J P Morgan Exchange Traded Fd

ETFs
-854
- 14.01%
$61.42 - $66.95 $52.5K - $57.2K
5.24K $332K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
-6.9K
- 34.14%
$4.79 - $6.02 $33K - $41.5K
13.3K $65K
OXY
Occidental Petroleum Corp

Energy
-905
- 0.92%
$45.45 - $52.7 $41.1K - $47.7K
97.9K $4.83M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-191
- 0.09%
$51.26 - $52.53 $9.79K - $10K
217K $11.2M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
-521
- 10.89%
$66.59 - $77.68 $34.7K - $40.5K
4.26K $294K
CMC
Commercial Metals CO

Basic Materials
-36
- 0.28%
$43.22 - $53.05 $1.56K - $1.91K
12.9K $593K
FIGB
Fidelity Merrimack Str Tr
-1.52K
- 6.1%
N/A
23.4K $1.01M
Franklin Templeton
-871
- 15.58%
N/A
4.72K $206K
HP
Helmerich & Payne, Inc.

Energy
-9
- 0.11%
$24.69 - $36.7 $222 - $330
8.19K $214K
URTH
Ishares Msci World ETF

ETFs
-175
- 1.88%
$151.24 - $164.09 $26.5K - $28.7K
9.15K $1.4M
MMT
Mfs Multimarket Income Trust

Financial Services
-9.49K
- 9.98%
$4.6 - $4.74 $43.7K - $45K
85.6K $398K
Nuveen
-3.88K
- 26.57%
N/A
10.7K $140K
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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