Cambridge Investment Research Advisors
ESN

Cambridge Investment Research Advisors’s Essential 40 Stock ETF ESN Stock Holding History

Cambridge Investment Research Advisors’s Portfolio ESN Stock Details ESN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-194,983
Closed -$3.35M – 4105
2025
Q4 		$3.35M Buy
194,983
+131,915
+209% +$2.26M 0.01% 1153
2025
Q3 		$1.08M Buy
63,068
+1,134
+2% +$18.6K ﹤0.01% 1999
2025
Q2 		$993K Buy
+61,934
New +$944K ﹤0.01% 1953

Other funds holding ESN

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors's ESN Position: Q1 2026 in Review

Cambridge Investment Research Advisors sold out of Essential 40 Stock ETF (ESN) in Q1 2026, closing a stake of 194,983 shares — an estimated $3.35M sold.

Cambridge Investment Research Advisors first reported a position in ESN in Q2 2025 and held it in 3 quarters. The position peaked at $3.35M in Q4 2025. 24 funds tracked by Wall St. Rank hold ESN as of Q1 2026.

  • Cambridge Investment Research Advisors reported no remaining Essential 40 Stock ETF position as of Q1 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 194,983 Essential 40 Stock ETF shares in Q1 2026, an estimated $3.35M.
  • Cambridge Investment Research Advisors first reported a position in Essential 40 Stock ETF in Q2 2025 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Essential 40 Stock ETF position peaked at $3.35M in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.