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
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
-1.82K
- 11.36%
$10.43 - $10.86 $19K - $19.8K
14.2K $148K
BIGZ
Black Rock Innovation & Growth Trust
-589
- 3.38%
$6.4 - $8.25 $3.77K - $4.86K
16.8K $105K
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
-1.38K
- 6.43%
$9.08 - $10.12 $12.5K - $13.9K
20K $182K
GNW
Genworth Financial Inc

Financial Services
-4.17K
- 9.59%
$6.44 - $7.42 $26.9K - $31K
39.3K $279K
Innovator Etfs Trust
-800
- 6.26%
N/A
12K $320K
L
Loews Corp

Financial Services
-524
- 15.7%
$81.13 - $91.91 $42.5K - $48.2K
2.81K $258K
MISL
First Tr Exchange Traded Fd In
-616
- 1.71%
N/A
35.3K $1.07M
Flaherty & Crumrine
-2.51K
- 2.83%
N/A
86.2K $1.75M
Hive Digital Technologies Lt
-1.18K
- 7.37%
N/A
14.8K $22K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
-297
- 1.93%
$15.63 - $17.67 $4.64K - $5.25K
15.1K $241K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
-4.05K
- 22.08%
$6.04 - $6.31 $24.5K - $25.6K
14.3K $88K
PFGC
Performance Food Group CO

Consumer Defensive
-86
- 3.17%
$74.86 - $90.93 $6.44K - $7.82K
2.63K $207K
MODL
Victory Portfolios Ii Victorys
-284
- 3.36%
N/A
8.18K $317K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
-2.42K
- 10.17%
$10.13 - $10.52 $24.6K - $25.5K
21.4K $220K
Viking Holdings
-13
- 0.25%
N/A
5.25K $209K
ERIC
Ericsson Lm Telephone CO

Technology
-1.9K
- 8.27%
$7.47 - $8.9 $14.2K - $16.9K
21K $163K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
-1.49K
- 10.04%
$17.95 - $18.89 $26.7K - $28.1K
13.3K $245K
First Tr Exchng Traded Fd Vi
-2.09K
- 15.74%
N/A
11.2K $156K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-712
- 6.86%
$47.59 - $50.79 $33.9K - $36.2K
9.67K $483K
MGEE
Mge Energy Inc

Utilities
-196
- 6.81%
$85.7 - $94.18 $16.8K - $18.5K
2.68K $249K
QRVO
Qorvo, Inc.

Technology
-711
- 6.1%
$69.12 - $90.57 $49.1K - $64.4K
10.9K $792K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
-784
- 6.37%
$21.89 - $22.65 $17.2K - $17.8K
11.5K $252K
Listed Fd Tr Stf
-121
- 1.82%
N/A
6.52K $202K
Orchid Is
-2.3K
- 18.11%
N/A
10.4K $78K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-1.16K
- 3.23%
$19.96 - $20.4 $23.1K - $23.6K
34.8K $698K
SCI
Service Corp International

Consumer Cyclical
-290
- 3.99%
$75.99 - $84.16 $22K - $24.4K
6.99K $560K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
-1.53K
- 10.94%
$10.66 - $11.28 $16.3K - $17.2K
12.4K $134K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
-3.23K
- 10.92%
$5.75 - $6.1 $18.6K - $19.7K
26.4K $152K
HISF
First Tr Exc Traded Fd Iv High

ETFs
-558
- 5.58%
$43.37 - $44.57 $24.2K - $24.9K
9.44K $418K
SIZE
Ishares Msci Usa Size Factor E

ETFs
-103
- 5.74%
$141.68 - $155.75 $14.6K - $16K
1.69K $246K
LDI
Loan Depot, Inc.

Financial Services
-144
- 0.63%
$1.19 - $1.95 $171 - $281
22.8K $27K
TRP
Tc Energy Corp

Energy
-793
- 3.01%
$44.29 - $49.27 $35.1K - $39.1K
25.5K $1.21M
VSDA
Victory Portfolios Ii Victorys

ETFs
-1.14K
- 2.54%
$49.77 - $53.06 $56.7K - $60.4K
43.8K $2.26M
First Tr Exchng Traded Fd Vi Vest
-568
- 6.36%
N/A
8.36K $265K
First Tr Exchng Traded Fd Vi Ft Vest U.S
-17
- 0.06%
N/A
28.5K $977K
RXI
Ishares Tr

ETFs
-56
- 3.88%
$176.15 - $195.4 $9.86K - $10.9K
1.39K $247K
ITRI
Itron, Inc.

Technology
-94
- 3.63%
$92.6 - $110.29 $8.7K - $10.4K
2.5K $262K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
-1.04K
- 6.39%
$19.35 - $20.45 $20.1K - $21.3K
15.2K $300K
XMPT
Vaneck Cef Muni Income ETF

ETFs
-988
- 7.37%
$21.43 - $22.4 $21.2K - $22.1K
12.4K $269K
Agenus
-387
- 2.74%
N/A
13.7K $21K
Innovator Etfs Trust
-100
- 0.49%
N/A
20.2K $503K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-16
- 0.08%
$25.93 - $29.28 $415 - $468
19.7K $536K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
-2K
- 11.62%
$27.4 - $30.58 $54.9K - $61.3K
15.2K $462K
EXI
Ishares Global Industrials ETF

ETFs
-259
- 5.46%
$140.1 - $150.86 $36.3K - $39.1K
4.49K $652K
FDUS
Fidus Investment Corp

Financial Services
-107
- 0.44%
$20.39 - $23.37 $2.18K - $2.5K
24.3K $495K
QLC
Flexshares Tr Us Quality Large

ETFs
-125
- 3.45%
$62.78 - $69.86 $7.85K - $8.73K
3.5K $223K
MVIS
Microvision, Inc.

Technology
-12.2K
- 41.61%
N/A
17.1K $21K
PAWZ
Proshares Tr Pet Care ETF

ETFs
-123
- 2.56%
$51.08 - $56.64 $6.28K - $6.97K
4.68K $244K
UBS
Ubs Group Ag

Financial Services
-768
- 3.6%
$30.28 - $35.78 $23.3K - $27.5K
20.5K $629K
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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