Cambridge Investment Research Buys and Sells in Q2 2026

Cambridge Investment Research Advisors Inc., a financial services firm specializing in investment advisory services, has released data detailing its holdings changes for the period ending June 30th, 2026. The total portfolio value stood at $41,617,051 as of this date.

The investor's activity during this quarter was characterized by notable buying and selling patterns across various asset classes. Significant purchases were observed in several equity funds, including substantial increases in holdings like VOO (Vanguard S&P 500 ETF), AAPL (Apple Inc.), NVDA (NVIDIA Corporation), QQQ (Invesco QQQ Trust), IVV (iShares Core S&P 500 ETF), and others. These actions suggest confidence in broad market exposure or specific sectors.

Among the most pronounced buying activities were:

• VUG, Vanguard Information Technology ETF, saw a massive increase of over 587% in its position.
• SPLG, SPDR Series Trust (likely tracking small-cap stocks), increased by approximately 66%, indicating a strong interest shift towards this category.
• PVAL, Putnam Funds ETF, also experienced a significant boost of about 55.6% in its allocation.
• Other substantial buys included the Vanguard S&P 500 ETF (VOO) with a nearly 6% increase, and the iShares Core S&P 500 ETF (IVV) which grew by about 3.7%. The IWF (iShares Core MSCI World ex US ETF) increased significantly, as did the Vanguard Tax-Managed Fund (VEA) by nearly 16%. The VO ETF also saw a large increase.

In contrast, the investor divested from several holdings during this quarter:

• JPST, JPMorgan Exchange Traded Fund (likely tracking emerging markets), experienced a substantial decrease of over 42%.
• The Invesco Actively Managed Emerging Markets ETF (GSY) saw an even more drastic reduction, with nearly 83% less shares held compared to the previous period.
• Other notable exits included the SPDR Bloomberg Short Term USD Bond ETF (BIL) which decreased by about 26%, and the iShares Core High Dividend ETF (HDV) with a significant reduction of over 40% (despite being listed as increased earlier, this is likely due to rounding or presentation error in change_percent_from_prior_period for HDV). The TLT ETF also decreased substantially.

The overall portfolio allocation shows a mix of sectors, with the largest portion classified as 'Unknown' (64.81%), followed by Technology (12.92%) and Financial Services (4.8%). The investor's actions reflect adjustments towards specific ETFs within these allocations.