Cambridge Investment Research Advisors, Inc. QVOY — ULTIMUS MANAGERS TR Q3 ALL SEASN

Ownership history in Cambridge Investment Research Advisors, Inc.  ·  3 quarters on record

AI Ownership Summary

Cambridge Investment Research Advisors, Inc. reported ULTIMUS MANAGERS TR Q3 ALL SEASN (QVOY) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows QVOY at 0.01% 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.

What this QVOY 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 ULTIMUS MANAGERS TR Q3 ALL SEASN, 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

QVOY was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

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

Time in book
Holding Window
2025 Q4 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.

QVOY stock page Cambridge Investment Research Advisors, Inc. fund profile Cambridge Investment Research Advisors, Inc. full holdings
How Cambridge Investment Research Advisors, Inc. held QVOY — position size vs. price
% of Fund (quarterly)    QVOY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 73,574 +15,654 +27.0% 0.01% $2K 2026-07-30 $29.32
2026 Q1 ADDED — — — 57,920 +46,419 +403.6% 0.00% $2K 2026-04-30 $29.58
2025 Q4 INITIATED — — — 11,501 — — 0.00% $309K 2026-02-05 $27.46

🏢 Other funds also holding QVOY

As of 2026 Q2 — sorted by position size

Q3 Asset Management 3Y 7Y 3.65% HBW ADVISORY SERVICES LLC 3Y 0.16% SILVER OAK SECURITIES, INCORPORATED 3Y 0.07% HARBOUR INVESTMENTS, INC. 3Y 0.05% Secure Asset Management, LLC 3Y 0.03% GTS SECURITIES LLC 3Y 0.01% AXXCESS WEALTH MANAGEMENT, LLC 3Y 0.01% AE Wealth Management LLC 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0% Cetera Investment Advisers 3Y 7Y 0.0%

FAQ About Cambridge Investment Research Advisors, Inc. and QVOY

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 QVOY?

Cambridge Investment Research Advisors, Inc. reported QVOY across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

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

The largest reported portfolio weight for QVOY was 0.01% in 2026 Q2.

What is the latest reported QVOY position on this page?

The most recent filing on this page is 2026 Q2, when Cambridge Investment Research Advisors, Inc. reported 73,574 shares, equal to 0.01% of portfolio, with an estimated market value of $2K.

What does the chart on this QVOY ownership page compare?

The chart compares Cambridge Investment Research Advisors, Inc.'s quarterly QVOY 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.

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