Cambridge Investment Research Advisors
LFEQ icon

Cambridge Investment Research Advisors’s VanEck Long/Flat Trend ETF LFEQ Stock Holding History

Cambridge Investment Research Advisors’s Portfolio LFEQ Stock Details LFEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,944
Closed -$486K – 3256
2023
Q3 		$486K Hold
12,944
– – ﹤0.01% 2111
2023
Q2 		$504K Buy
12,944
+1,858
+17% +$68.2K ﹤0.01% 2128
2023
Q1 		$401K Hold
11,086
– – ﹤0.01% 2250
2022
Q4 		$377K Sell
11,086
-174
-2% -$5.98K ﹤0.01% 2249
2022
Q3 		$378K Sell
11,260
-180
-2% -$6.48K ﹤0.01% 2167
2022
Q2 		$426K Hold
11,440
– – ﹤0.01% 2082
2022
Q1 		$482K Sell
11,440
-810
-7% -$33.5K ﹤0.01% 2129
2021
Q4 		$541K Hold
12,250
– – ﹤0.01% 2048
2021
Q3 		$490K Sell
12,250
-360
-3% -$14.8K ﹤0.01% 2075
2021
Q2 		$502K Sell
12,610
-380
-3% -$14.7K ﹤0.01% 2059
2021
Q1 		$478K Sell
12,990
-983
-7% -$35.1K ﹤0.01% 1935
2020
Q4 		$484K Buy
13,973
+590
+4% +$19.7K ﹤0.01% 1783
2020
Q3 		$423K Buy
13,383
+554
+4% +$17.2K ﹤0.01% 1713
2020
Q2 		$373K Buy
+12,829
New +$351K ﹤0.01% 1718
2020
Q1 		– Sell
-22,380
Closed -$673K – 2399
2019
Q4 		$673K Buy
22,380
+4,927
+28% +$143K 0.01% 1386
2019
Q3 		$489K Buy
17,453
+2,016
+13% +$56K ﹤0.01% 1508
2019
Q2 		$426K Buy
15,437
+3,946
+34% +$106K ﹤0.01% 1536
2019
Q1 		$305K Buy
11,491
+474
+4% +$12.2K ﹤0.01% 1794
2018
Q4 		$271K Buy
+11,017
New +$290K ﹤0.01% 1721

Other funds holding LFEQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors's LFEQ Position: Q4 2023 in Review

Cambridge Investment Research Advisors sold out of VanEck Long/Flat Trend ETF (LFEQ) in Q4 2023, closing a stake of 12,944 shares — an estimated $486K sold.

Cambridge Investment Research Advisors first reported a position in LFEQ in Q4 2018 and held it in 19 quarters. The position peaked at $673K in Q4 2019. 12 funds tracked by Wall St. Rank hold LFEQ as of Q4 2023.

  • Cambridge Investment Research Advisors reported no remaining VanEck Long/Flat Trend ETF position as of Q4 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 12,944 VanEck Long/Flat Trend ETF shares in Q4 2023, an estimated $486K.
  • Cambridge Investment Research Advisors first reported a position in VanEck Long/Flat Trend ETF in Q4 2018 and held it in 19 quarters.
  • Cambridge Investment Research Advisors's VanEck Long/Flat Trend ETF position peaked at $673K in Q4 2019.
  • 12 funds tracked by Wall St. Rank held VanEck Long/Flat Trend ETF as of Q4 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.