Cambridge Investment Research Advisors, Inc. Reduced Holdings in Q2 2025

Cambridge Investment Research Advisors, Inc.

  • $32.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HYDB
Ishares Tr Edge High Yield Def

ETFs
-11.2K
- 20.27%
$44.64 - $47.48 $502K - $534K
44.2K $2.1M
CENX
Century Aluminum CO

Basic Materials
-27.1K
- 65.03%
$13.7 - $20.12 $371K - $545K
14.6K $262K
BRO
Brown & Brown, Inc.

Financial Services
-2.33K
- 12.52%
$104.48 - $124.43 $243K - $290K
16.3K $1.8M
INTC
Intel Corp

Technology
-15.1K
- 2.7%
$18.13 - $22.69 $273K - $342K
542K $12.1M
BMAY
Innovator U.S. Equity Buffer E

ETFs
-13.7K
- 48.88%
$36.09 - $42.2 $495K - $579K
14.3K $605K
PRU
Prudential Financial Inc

Financial Services
-539
- 0.51%
$95.12 - $112.71 $51.3K - $60.8K
104K $11.2M
PHM
Pultegroup Inc

Consumer Cyclical
-5.44K
- 18.24%
$92.02 - $106.54 $500K - $579K
24.4K $2.57M
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.12K
- 7.49%
$160.0 - $195.62 $179K - $219K
13.8K $2.24M
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
-5.8K
- 25.05%
$39.88 - $51.49 $231K - $299K
17.4K $703K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
-11.3K
- 69.45%
$37.28 - $45.23 $420K - $509K
4.96K $218K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
-23.3K
- 24.39%
$26.53 - $32.81 $618K - $764K
72.2K $2.33M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-23.7K
- 2.71%
$21.71 - $22.3 $514K - $528K
851K $18.9M
UNM
Unum Group

Financial Services
-5.42K
- 15.83%
$70.48 - $82.91 $382K - $449K
28.8K $2.33M
MDIV
First Trust Multi Asset Divers

ETFs
-23.1K
- 13.37%
$14.96 - $16.41 $346K - $380K
150K $2.37M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-6.82K
- 11.45%
$69.8 - $85.28 $476K - $581K
52.7K $4.37M
First Tr Exchng Traded Fd V
-26.8K
- 17.02%
N/A
130K $3.01M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-47.6K
- 10.74%
$8.43 - $8.77 $401K - $417K
396K $3.44M
PCEF
Invesco Cef Income Composite E

ETFs
-31.2K
- 13.32%
$16.85 - $19.54 $525K - $609K
203K $3.96M
CNX
Cnx Resources Corp

Energy
-15.1K
- 52.55%
$28.13 - $34.85 $425K - $526K
13.6K $459K
SJT
San Juan Basin Royalty Trust

Energy
-81.5K
- 87.09%
$4.81 - $6.85 $392K - $558K
12.1K $72K
SJM
J M Smucker CO

Consumer Defensive
-456
- 2.33%
$94.41 - $118.52 $43.1K - $54K
19.1K $1.88M
PTH
Invesco Exchange Traded Fd Tr

ETFs
-10.6K
- 21.25%
$34.88 - $40.29 $369K - $426K
39.2K $1.52M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
-13.2K
- 4.4%
$19.39 - $20.21 $256K - $267K
287K $5.64M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-15
- 0.38%
$483.07 - $625.6 $7.25K - $9.38K
3.91K $2.05M
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
-27K
- 45.97%
$16.16 - $19.79 $436K - $534K
31.7K $628K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-15.2K
- 7.14%
$29.07 - $29.38 $441K - $446K
197K $5.78M
NURE
Nuveen Short Term Reit ETF

ETFs
-12.6K
- 34.75%
$26.98 - $31.41 $340K - $396K
23.7K $701K
CL
Colgate Palmolive CO

Consumer Defensive
-1.06K
- 0.88%
$87.57 - $96.0 $92.5K - $101K
119K $10.8M
WCN
Waste Connections, Inc.

Industrials
-1.42K
- 7.21%
$183.26 - $199.95 $260K - $284K
18.3K $3.41M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-6.4K
- 4.8%
$20.83 - $25.75 $133K - $165K
127K $2.98M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-23.1K
- 20.36%
$13.96 - $16.51 $323K - $382K
90.5K $1.47M
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
-36.5K
- 30.7%
$9.67 - $10.64 $353K - $388K
82.3K $826K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-26K
- 39.51%
$18.53 - $24.21 $482K - $630K
39.8K $964K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-12.7K
- 30.15%
$34.28 - $41.6 $436K - $529K
29.4K $1.22M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-52.5K
- 29.71%
$7.6 - $8.89 $399K - $467K
124K $1.11M
IP
International Paper CO

Consumer Cyclical
-2.01K
- 4.08%
$43.89 - $54.46 $88.3K - $110K
47.3K $2.22M
TSN
Tyson Foods, Inc.

Consumer Defensive
-3.27K
- 11.09%
$54.33 - $63.56 $178K - $208K
26.2K $1.47M
Spdr Series Trust
-13.3K
- 12.42%
N/A
93.7K $2.55M
HE
Hawaiian Electric Industries Inc

Utilities
-35.9K
- 40.67%
$9.36 - $10.96 $336K - $393K
52.3K $556K
DVY
Ishares Tr

ETFs
-1.32K
- 0.83%
$118.37 - $134.86 $156K - $178K
157K $20.8M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-8.31K
- 16.44%
$49.18 - $50.17 $409K - $417K
42.2K $2.12M
VFH
Vanguard Financial ETF

ETFs
-9.41K
- 9.33%
$104.87 - $127.3 $987K - $1.2M
91.4K $11.6M
J P Morgan Exchange Traded
-30.3K
- 5.89%
N/A
484K $30.3M
USA
Liberty All Star Equity Fund

Financial Services
-76.1K
- 17.18%
$5.9 - $6.81 $449K - $518K
367K $2.5M
OKTA
Okta, Inc.

Technology
-2.36K
- 7.6%
$91.24 - $127.3 $215K - $300K
28.7K $2.87M
Brookfield Renewable Corp Cl A Ex Sub
-17.3K
- 49.01%
N/A
18K $590K
Atlassian Corporation
-1.75K
- 41.37%
N/A
2.49K $505K
VALE
Vale S.A.

Basic Materials
-26.6K
- 5.33%
$8.26 - $10.1 $220K - $269K
473K $4.59M
NXST
Nexstar Media Group, Inc.

Communication Services
-1.01K
- 2.93%
$144.68 - $181.86 $146K - $184K
33.5K $5.79M
Activity Summary
Buys All Purchases 2009 New Holdings 307 Increased Positions 1702 Sells All Sells 1528 Reductions 1528 Sold out 0 Options Calls 0 Puts 0
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