Cambridge Investment Research Advisors’s Themes Generative Artificial Intelligence ETF WISE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$354K Buy
9,789
+2,115
+28% +$76.5K ﹤0.01% 2846
2025
Q1
$236K Buy
7,674
+2,374
+45% +$73K ﹤0.01% 3075
2024
Q4
$203K Buy
+5,300
New +$203K ﹤0.01% 3187