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 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 $2.16B AUM 16.24% 1-Year Est. Return

CDKV Holdings Denver, Colorado $114M 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 $97.9M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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: Q1 2026 in Review

Steward Partners Investment Advisory held its Cambiar Aggressive Value ETF (CAMX) position steady in Q1 2026 at 10,868 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1742.

Steward Partners Investment Advisory first reported a position in CAMX in Q1 2023 and has held it in 13 quarters since. The position peaked at $344K in Q2 2025. 10 funds tracked by Wall St. Rank hold CAMX as of Q1 2026.

Steward Partners Investment Advisory held 10,868 shares of Cambiar Aggressive Value ETF worth $337K as of Q1 2026.
Steward Partners Investment Advisory left its Cambiar Aggressive Value ETF share count unchanged in Q1 2026.
Cambiar Aggressive Value ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1742 holding.
Steward Partners Investment Advisory first reported a position in Cambiar Aggressive Value ETF in Q1 2023 and has held it in 13 quarters since.
Steward Partners Investment Advisory's Cambiar Aggressive Value ETF position peaked at $344K in Q2 2025.
10 funds tracked by Wall St. Rank held Cambiar Aggressive Value ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.