Cambridge Investment Research Advisors
FOVL

Cambridge Investment Research Advisors’s iShares Focused Value Factor ETF FOVL Stock Holding History

Cambridge Investment Research Advisors’s Portfolio FOVL Stock Details FOVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5,132
Closed -$234K – 3137
2022
Q3 		$234K Sell
5,132
-1,002
-16% -$50.7K ﹤0.01% 2582
2022
Q2 		$300K Sell
6,134
-55
-0.9% -$2.97K ﹤0.01% 2388
2022
Q1 		$362K Sell
6,189
-29,017
-82% -$1.72M ﹤0.01% 2381
2021
Q4 		$2.04M Buy
35,206
+30,373
+628% +$1.74M 0.01% 1134
2021
Q3 		$265K Buy
4,833
+132
+3% +$7.3K ﹤0.01% 2560
2021
Q2 		$258K Buy
+4,701
New +$264K ﹤0.01% 2588

Other funds holding FOVL

SC
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SPIA
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Susquehanna International Group
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TRCT
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Bank of America
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return