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
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-5.16K
- 7.39%
$16.06 - $16.99 $82.9K - $87.7K
64.6K $1.08M
F&G Annuities &
-20
- 0.23%
N/A
8.58K $309K
First Tr Exchng Traded Fd Vi Vest
-1.05K
- 3.41%
N/A
29.7K $618K
FULT
Fulton Financial Corp

Financial Services
-1.03K
- 4.43%
$17.24 - $21.11 $17.8K - $21.7K
22.2K $402K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
-773
- 7.28%
$38.84 - $41.54 $30K - $32.1K
9.85K $383K
MLAB
Mesa Laboratories Inc

Technology
-119
- 4.93%
$118.66 - $154.76 $14.1K - $18.4K
2.3K $272K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
-13.8K
- 8.22%
$3.92 - $4.13 $54K - $56.9K
154K $612K
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-1.24K
- 5.97%
$36.57 - $37.91 $45.2K - $46.9K
19.5K $725K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-3.34K
- 8.38%
$25.21 - $26.38 $84.1K - $88K
36.5K $962K
BANX
Arrow Mark Financial Corp.

Financial Services
-2.2K
- 17.37%
$20.47 - $21.49 $45.1K - $47.3K
10.5K $221K
CHW
Calamos Global Dynamic Income Fund

Financial Services
-111
- 0.09%
$6.39 - $7.05 $709 - $783
119K $762K
EA
Electronic Arts Inc.

Communication Services
-171
- 1.58%
$116.53 - $146.29 $19.9K - $25K
10.7K $1.54M
SLF
Sun Life Financial Inc

Financial Services
-297
- 2.25%
$54.05 - $59.19 $16.1K - $17.6K
12.9K $738K
TU
Telus Corp

Communication Services
-4.67K
- 15.45%
$13.63 - $16.07 $63.7K - $75K
25.6K $366K
Aim ETF Products Trust Us Larcp B10
-1.13K
- 7.38%
N/A
14.1K $464K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
-2.08K
- 3.46%
$12.48 - $13.53 $25.9K - $28.1K
58K $728K
IIM
Invesco Value Municipal Income Trust

Financial Services
-3.97K
- 8.43%
$11.84 - $12.49 $47K - $49.6K
43.2K $517K
JPUS
Jpmorgan Diversified Return Us

ETFs
-566
- 2.71%
$111.89 - $119.08 $63.3K - $67.4K
20.3K $2.34M
PCQ
Pimco California Municipal Income Fund

Financial Services
-3.75K
- 7.26%
$8.76 - $9.34 $32.8K - $35K
47.9K $424K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-1.09K
- 10.25%
$98.98 - $113.18 $108K - $123K
9.54K $1.08M
EUSB
Ishares Tr Esg Advanced Total

Technology
-1.63K
- 4.7%
$42.05 - $43.43 $68.6K - $70.9K
33.1K $1.43M
BRX
Brixmor Property Group Inc.

Real Estate
-541
- 2.54%
N/A
20.8K $551K
First Tr Exchng Traded Fd Vi Ft Vest
-1.25K
- 8.5%
N/A
13.5K $275K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-3.77K
- 11.86%
$12.06 - $13.55 $45.5K - $51.1K
28K $357K
PKI
Perkinelmer Inc

Healthcare
-193
- 5.28%
N/A
3.46K $366K
BLD
Top Build Corp

Industrials
-87
- 3.68%
$295.17 - $354.82 $25.7K - $30.9K
2.28K $694K
FAT
Fat Brands, Inc

Consumer Cyclical
-1.46K
- 9.9%
$2.88 - $6.0 $4.22K - $8.78K
13.3K $38K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-6.63K
- 6.88%
$21.48 - $22.98 $142K - $152K
89.7K $2.02M
SDG
Ishares Trust Ishares Msci Glo

ETFs
-614
- 12.19%
$69.64 - $76.33 $42.8K - $46.9K
4.42K $320K
MKTX
Marketaxess Holdings Inc

Financial Services
-131
- 10.4%
$189.81 - $226.47 $24.9K - $29.7K
1.13K $244K
PATK
Patrick Industries Inc

Consumer Cyclical
-604
- 8.53%
$82.13 - $97.92 $49.6K - $59.1K
6.48K $547K
TEI
Templeton Emerging Markets Income Fund

Financial Services
-9.28K
- 27.17%
$5.15 - $5.57 $47.8K - $51.7K
24.9K $134K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
-282
- 2.48%
$43.48 - $52.89 $12.3K - $14.9K
11.1K $482K
Aim ETF Products Trust Us Lagcp B20
-1.45K
- 7.27%
N/A
18.4K $565K
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
-416
- 2.03%
$39.11 - $41.9 $16.3K - $17.4K
20.1K $794K
Innovator Etfs Trust Equity Def Pro
-1.56K
- 5.32%
N/A
27.8K $690K
Coinshares Valkyrie
-238
- 2.17%
N/A
10.7K $250K
ESGR
Enstar Group LTD

Financial Services
-156
- 13.1%
$324.4 - $333.99 $50.6K - $52.1K
1.04K $344K
ASX
Ase Technology Holding Co., Ltd.

Technology
-954
- 4.1%
$8.76 - $11.36 $8.36K - $10.8K
22.3K $196K
AEE
Ameren Corp

Utilities
-7.59K
- 11.83%
$86.87 - $103.67 $660K - $787K
56.6K $5.69M
Masterbrand
-735
- 3.89%
N/A
18.2K $237K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-412
- 8.16%
$98.43 - $98.88 $40.6K - $40.7K
4.64K $458K
CFFN
Capitol Federal Financial, Inc.

Financial Services
-2.19K
- 2.57%
$5.56 - $6.2 $12.2K - $13.6K
83.2K $466K
FCN
Fti Consulting, Inc

Industrials
-3
- 0.22%
$160.54 - $198.75 $482 - $596
1.38K $226K
MUST
Columbia ETF Tr I Multi Sector

ETFs
-1.73K
- 12.15%
$20.08 - $20.62 $34.7K - $35.7K
12.5K $252K
FCPI
Fidelity Covington Tr Stocks F

ETFs
-828
- 3.23%
$41.93 - $46.57 $34.7K - $38.6K
24.8K $1.07M
MLPA
Global X Mlp ETF

ETFs
-4.09K
- 8.65%
$49.83 - $54.53 $204K - $223K
43.2K $2.3M
PHG
Koninklijke Philips Nv

Healthcare
-1.53K
- 8.16%
$24.92 - $28.61 $38.1K - $43.7K
17.2K $437K
PML
Pimco Municipal Income Fund Ii

Financial Services
-4.52K
- 24.38%
$8.04 - $8.62 $36.3K - $38.9K
14K $113K
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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