Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s ProShares Global Listed Private Equity ETF PEX Stock Holding History

Cambridge Investment Research Advisors’s Portfolio PEX Stock Details PEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$316K Buy
14,865
+4,588
+45% +$107K ﹤0.01% 3234
2025
Q4 		$254K Buy
10,277
+222
+2% +$5.66K ﹤0.01% 3366
2025
Q3 		$265K Buy
10,055
+1,712
+21% +$47.8K ﹤0.01% 3223
2025
Q2 		$232K Buy
+8,343
New +$225K ﹤0.01% 3205

Other funds holding PEX

BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cambridge Investment Research Advisors increased its ProShares Global Listed Private Equity ETF (PEX) stake by 45% in Q1 2026, buying an estimated $107K and bringing the position to 14,865 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #3234.

Cambridge Investment Research Advisors first reported a position in PEX in Q2 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold PEX as of Q1 2026.

  • Cambridge Investment Research Advisors held 14,865 shares of ProShares Global Listed Private Equity ETF worth $316K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 4,588 ProShares Global Listed Private Equity ETF shares in Q1 2026, an estimated $107K.
  • ProShares Global Listed Private Equity ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3234 holding.
  • Cambridge Investment Research Advisors first reported a position in ProShares Global Listed Private Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held ProShares Global Listed Private Equity ETF as of Q1 2026.

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