Cambridge Investment Research Advisors, Inc. EFAD PROSHARES

Ownership history in Cambridge Investment Research Advisors, Inc.  ·  18 quarters on record

AI Ownership Summary

Cambridge Investment Research Advisors, Inc. reported PROSHARES (EFAD) in 18 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows EFAD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EFAD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cambridge Investment Research Advisors, Inc.'s position in PROSHARES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EFAD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cambridge Investment Research Advisors, Inc. held EFAD — position size vs. price
% of Fund (quarterly)    EFAD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 5,944 +5 +0.1% 0.00% $255 2026-07-30 $44.26
2026 Q1 ADDED 5,939 +832 +16.3% 0.00% $243 2026-04-30 $42.10
2024 Q3 REDUCED 10.0% -10.7% 5,107 -566 -10.0% 0.00% $214K 2024-10-28 $37.96
2024 Q1 UNCHANGED 5,673 0% 0.00% $222K 2024-04-24 $35.33
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cambridge Investment Research Advisors, Inc. and EFAD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cambridge Investment Research Advisors, Inc. reported owning EFAD?

Cambridge Investment Research Advisors, Inc. reported EFAD across 4 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported EFAD position in Cambridge Investment Research Advisors, Inc.'s portfolio?

The largest reported portfolio weight for EFAD was 0.00% in 2024 Q1.

What is the latest reported EFAD position on this page?

The most recent filing on this page is 2026 Q2, when Cambridge Investment Research Advisors, Inc. reported 5,944 shares, equal to 0.00% of portfolio, with an estimated market value of $255.

What does the chart on this EFAD ownership page compare?

The chart compares Cambridge Investment Research Advisors, Inc.'s quarterly EFAD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cambridge Investment Research Advisors, Inc. time their EFAD position?

Based on 13F filing dates vs. subsequent EFAD price moves, Cambridge Investment Research Advisors, Inc. correctly timed 13 out of 16 reported position changes (81%). The annualised alpha on EFAD relative to SPY over the holding period was -10.6%.

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