Waddell & Associates’s Cambiar Aggressive Value ETF CAMX Stock Holding History

Waddell & Associates’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	$362K	Hold	10,604	–	–	0.02%	345
2026 Q1	$329K	Hold	10,604	–	–	0.02%	317
2025 Q4	$334K	Hold	10,604	–	–	0.02%	253
2025 Q3	$331K	Hold	10,604	–	–	0.03%	196
2025 Q2	$335K	Hold	10,604	–	–	0.04%	151
2025 Q1	$319K	Sell	10,604 -200	-2%	-$6.12K	0.04%	119
2024 Q4	$317K	Hold	10,804	–	–	0.03%	118
2024 Q3	$325K	Hold	10,804	–	–	0.04%	112
2024 Q2	$308K	Hold	10,804	–	–	0.04%	108
2024 Q1	$316K	Sell	10,804 -108	-1%	-$2.95K	0.04%	105
2023 Q4	$288K	Sell	10,912 -7	-0.1%	-$174	0.04%	121
2023 Q3	$268K	Hold	10,919	–	–	0.04%	137
2023 Q2	$269K	Hold	10,919	–	–	0.04%	140
2023 Q1	$257K	Buy	+10,919	New	+$255K	0.04%	131

Other funds holding CAMX

KBFS

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

KFI

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

Waddell & Associates's CAMX Position: Q2 2026 in Review

Waddell & Associates held its Cambiar Aggressive Value ETF (CAMX) position steady in Q2 2026 at 10,604 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #345.

Waddell & Associates first reported a position in CAMX in Q1 2023 and has held it in 14 quarters since. 3 funds tracked by Wall St. Rank hold CAMX as of Q2 2026.

Waddell & Associates held 10,604 shares of Cambiar Aggressive Value ETF worth $362K as of Q2 2026.
Waddell & Associates left its Cambiar Aggressive Value ETF share count unchanged in Q2 2026.
Cambiar Aggressive Value ETF made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #345 holding.
Waddell & Associates first reported a position in Cambiar Aggressive Value ETF in Q1 2023 and has held it in 14 quarters since.
3 funds tracked by Wall St. Rank held Cambiar Aggressive Value ETF as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.