Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s HeartCore Enterprises HTCR Stock Holding History

Cambridge Investment Research Advisors’s Portfolio HTCR Stock Details HTCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,245
Closed -$12K – 3779
2025
Q2 		$12K Sell
1,245
-6,614
-84% -$77.6K ﹤0.01% 3594
2025
Q1 		$118K Buy
+7,859
New +$217K ﹤0.01% 3330

Other funds holding HTCR

HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Cambridge Investment Research Advisors's HTCR Position: Q3 2025 in Review

Cambridge Investment Research Advisors sold out of HeartCore Enterprises (HTCR) in Q3 2025, closing a stake of 1,245 shares — an estimated $12K sold.

Cambridge Investment Research Advisors first reported a position in HTCR in Q1 2025 and held it in 2 quarters. The position peaked at $118K in Q1 2025. 8 funds tracked by Wall St. Rank hold HTCR as of Q3 2025.

  • Cambridge Investment Research Advisors reported no remaining HeartCore Enterprises position as of Q3 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 1,245 HeartCore Enterprises shares in Q3 2025, an estimated $12K.
  • Cambridge Investment Research Advisors first reported a position in HeartCore Enterprises in Q1 2025 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's HeartCore Enterprises position peaked at $118K in Q1 2025.
  • 8 funds tracked by Wall St. Rank held HeartCore Enterprises as of Q3 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.