Steward Partners Investment Advisory’s Cambiar Aggressive Value ETF CAMX Stock Holding History

Steward Partners Investment Advisory’s Portfolio CAMX Stock Details CAMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-10,868	Closed	-$337K	–	4683
2026 Q1	$337K	Hold	10,868	–	–	﹤0.01%	1742
2025 Q4	$343K	Hold	10,868	–	–	﹤0.01%	1635
2025 Q3	$339K	Hold	10,868	–	–	﹤0.01%	1588
2025 Q2	$344K	Hold	10,868	–	–	﹤0.01%	1490
2025 Q1	$327K	Hold	10,868	–	–	﹤0.01%	1403
2024 Q4	$318K	Hold	10,868	–	–	﹤0.01%	1373
2024 Q3	$327K	Hold	10,868	–	–	﹤0.01%	1291
2024 Q2	$310K	Hold	10,868	–	–	﹤0.01%	1263
2024 Q1	$318K	Hold	10,868	–	–	﹤0.01%	1230
2023 Q4	$287K	Sell	10,868 -99	-0.9%	-$2.46K	﹤0.01%	1235
2023 Q3	$269K	Hold	10,967	–	–	﹤0.01%	1162
2023 Q2	$270K	Hold	10,967	–	–	﹤0.01%	1161
2023 Q1	$258K	Buy	+10,967	New	+$256K	﹤0.01%	1173

Other funds holding CAMX

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

CDKV Holdings Denver, Colorado $128M AUM

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Advisory Advocates Grand Rapids, Michigan $117M AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Steward Partners Investment Advisory's CAMX Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Cambiar Aggressive Value ETF (CAMX) in Q2 2026, closing a stake of 10,868 shares — an estimated $337K sold.

Steward Partners Investment Advisory first reported a position in CAMX in Q1 2023 and held it in 13 quarters. The position peaked at $344K in Q2 2025. 9 funds tracked by Wall St. Rank hold CAMX as of Q2 2026.

Steward Partners Investment Advisory reported no remaining Cambiar Aggressive Value ETF position as of Q2 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 10,868 Cambiar Aggressive Value ETF shares in Q2 2026, an estimated $337K.
Steward Partners Investment Advisory first reported a position in Cambiar Aggressive Value ETF in Q1 2023 and held it in 13 quarters.
Steward Partners Investment Advisory's Cambiar Aggressive Value ETF position peaked at $344K in Q2 2025.
9 funds tracked by Wall St. Rank held Cambiar Aggressive Value ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.