Cambridge Investment Research Advisors, Inc. PBQQ — PGIM ROCK

Ownership history in Cambridge Investment Research Advisors, Inc.  ·  2 quarters on record

AI Ownership Summary

Cambridge Investment Research Advisors, Inc. reported PGIM ROCK (PBQQ) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. The latest visible filing shows PBQQ 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 PBQQ 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 PGIM ROCK, 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

PBQQ 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
2026 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 PBQQ — position size vs. price
% of Fund (quarterly)    PBQQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 14,670 +3,604 +32.6% 0.00% $462 2026-07-30 $30.88
2026 Q1 INITIATED — — — 11,066 — — 0.00% $313 2026-04-30 $30.59

FAQ About Cambridge Investment Research Advisors, Inc. and PBQQ

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 PBQQ?

Cambridge Investment Research Advisors, Inc. reported PBQQ across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

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

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

What is the latest reported PBQQ position on this page?

The most recent filing on this page is 2026 Q2, when Cambridge Investment Research Advisors, Inc. reported 14,670 shares, equal to 0.00% of portfolio, with an estimated market value of $462.

What does the chart on this PBQQ ownership page compare?

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