Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 UCIB Stock Holding History

Cambridge Investment Research Advisors’s Portfolio UCIB Stock Details UCIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-24,120
Closed -$627K – 3592
2024
Q3 		$627K Sell
24,120
-14,036
-37% -$351K ﹤0.01% 2230
2024
Q2 		$996K Buy
38,156
+14,791
+63% +$391K ﹤0.01% 1782
2024
Q1 		$596K Buy
23,365
+2,902
+14% +$71.1K ﹤0.01% 2139
2023
Q4 		$494K Buy
20,463
+4,416
+28% +$109K ﹤0.01% 2181
2023
Q3 		$408K Sell
16,047
-7,340
-31% -$183K ﹤0.01% 2254
2023
Q2 		$549K Sell
23,387
-8,793
-27% -$209K ﹤0.01% 2059
2023
Q1 		$782K Buy
+32,180
New +$785K ﹤0.01% 1744
2022
Q3 		– Sell
-20,094
Closed -$488K – 3165
2022
Q2 		$488K Buy
20,094
+2,844
+16% +$74.8K ﹤0.01% 1986
2022
Q1 		$446K Sell
17,250
-12,487
-42% -$293K ﹤0.01% 2208
2021
Q4 		$622K Sell
29,737
-1,376
-4% -$28.4K ﹤0.01% 1937
2021
Q3 		$624K Sell
31,113
-38,942
-56% -$759K ﹤0.01% 1876
2021
Q2 		$1.35M Buy
+70,055
New +$1.3M 0.01% 1329

Other funds holding UCIB

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BGAI
Bruce G. Allen Investments Denver, Colorado $153M AUM 23.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cambridge Investment Research Advisors's UCIB Position: Q4 2024 in Review

Cambridge Investment Research Advisors sold out of ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 (UCIB) in Q4 2024, closing a stake of 24,120 shares — an estimated $627K sold.

Cambridge Investment Research Advisors first reported a position in UCIB in Q2 2021 and held it in 12 quarters. The position peaked at $1.35M in Q2 2021. 9 funds tracked by Wall St. Rank hold UCIB as of Q4 2024.

  • Cambridge Investment Research Advisors reported no remaining ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 position as of Q4 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 24,120 ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 shares in Q4 2024, an estimated $627K.
  • Cambridge Investment Research Advisors first reported a position in ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 in Q2 2021 and held it in 12 quarters.
  • Cambridge Investment Research Advisors's ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 position peaked at $1.35M in Q2 2021.
  • 9 funds tracked by Wall St. Rank held ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038 as of Q4 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.