Cambridge Investment Research Advisors, Inc. COPJ — SPROTT FDS TR JR

Ownership history in Cambridge Investment Research Advisors, Inc.  ·  8 quarters on record

AI Ownership Summary

Cambridge Investment Research Advisors, Inc. reported SPROTT FDS TR JR (COPJ) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows COPJ 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.

What this COPJ 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 SPROTT FDS TR JR, 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

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

High-water mark
Peak Conviction
0.0% 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
2024 Q3 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.

COPJ stock page Cambridge Investment Research Advisors, Inc. fund profile Cambridge Investment Research Advisors, Inc. full holdings
How Cambridge Investment Research Advisors, Inc. held COPJ — position size vs. price
% of Fund (quarterly)    COPJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 32,278 +6,709 +26.2% 0.00% $1K 2026-07-30 $39.62
2026 Q1 ADDED — — — 25,569 +11,527 +82.1% 0.00% $996 2026-04-30 $41.29
2025 Q4 ADDED — — — 14,042 +376 +2.8% 0.00% $552K 2026-02-05 $43.83
2025 Q3 ADDED — — — 13,666 +1,710 +14.3% 0.00% $435K 2025-11-12 $32.29
2025 Q2 REDUCED 19.3% +31.6% ❌ 11,956 -2,862 -19.3% 0.00% $293K 2025-07-31 $21.68
2025 Q1 ADDED — — — 14,818 +667 +4.7% 0.00% $300K 2025-04-22 $17.20
2024 Q4 ADDED — — — 14,151 +4,940 +53.6% 0.00% $261K 2025-02-14 $17.92
2024 Q3 INITIATED — — — 9,211 — — 0.00% $215K 2024-10-28 $18.26

🏢 Other funds also holding COPJ

As of 2026 Q2 — sorted by position size

Riggs Asset Managment Co. Inc. 3Y 7Y 0.59% Purpose Unlimited Inc. 0.14% BAROMETER CAPITAL MANAGEMENT INC. 3Y 7Y 0.13% RICHARDS, MERRILL & PETERSON, INC. 0.09% Coppell Advisory Solutions LLC 3Y 0.05% Pine Valley Investments Ltd Liability Co 3Y 0.05% Synergy Asset Management, LLC 3Y 0.04% OLD MISSION CAPITAL LLC 3Y 7Y 0.03% Trifecta Capital Advisors, LLC 3Y 0.01% BENJAMIN EDWARDS INC 3Y 7Y 0.0%

FAQ About Cambridge Investment Research Advisors, Inc. and COPJ

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 COPJ?

Cambridge Investment Research Advisors, Inc. reported COPJ across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

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

The largest reported portfolio weight for COPJ was 0.00% in 2026 Q2.

What is the latest reported COPJ position on this page?

The most recent filing on this page is 2026 Q2, when Cambridge Investment Research Advisors, Inc. reported 32,278 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this COPJ ownership page compare?

The chart compares Cambridge Investment Research Advisors, Inc.'s quarterly COPJ 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 COPJ position?

Based on 13F filing dates vs. subsequent COPJ price moves, Cambridge Investment Research Advisors, Inc. correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on COPJ relative to SPY over the holding period was +408.0%.

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