Cambridge Investment Research Advisors
IDIV

Cambridge Investment Research Advisors’s U.S. Equity Cumulative Dividends Fund - Series 2027 IDIV Stock Holding History

Cambridge Investment Research Advisors’s Portfolio IDIV Stock Details IDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-48,700
Closed -$450K – 3266
2022
Q1 		$450K Buy
+48,700
New +$481K ﹤0.01% 2199

Other funds holding IDIV

PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors's IDIV Position: Q2 2022 in Review

Cambridge Investment Research Advisors sold out of U.S. Equity Cumulative Dividends Fund - Series 2027 (IDIV) in Q2 2022, closing a stake of 48,700 shares — an estimated $450K sold.

Cambridge Investment Research Advisors first reported a position in IDIV in Q1 2022 and held it in 1 quarter. The position peaked at $450K in Q1 2022. 6 funds tracked by Wall St. Rank hold IDIV as of Q2 2022.

  • Cambridge Investment Research Advisors reported no remaining U.S. Equity Cumulative Dividends Fund - Series 2027 position as of Q2 2022 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 48,700 U.S. Equity Cumulative Dividends Fund - Series 2027 shares in Q2 2022, an estimated $450K.
  • Cambridge Investment Research Advisors first reported a position in U.S. Equity Cumulative Dividends Fund - Series 2027 in Q1 2022 and held it in 1 quarter.
  • Cambridge Investment Research Advisors's U.S. Equity Cumulative Dividends Fund - Series 2027 position peaked at $450K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held U.S. Equity Cumulative Dividends Fund - Series 2027 as of Q2 2022.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.