Cetera Investment Advisers Purchases in Q2 2025

Cetera Investment Advisers

  • $55.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MDLZ
Mondelez International, Inc.

Consumer Defensive
14.6K
+ 5.26%
$63.54 - $68.5 $926K - $999K
292K $19.7M
ET
Energy Transfer LP

Energy
88.7K
+ 5.51%
$15.65 - $18.93 $1.39M - $1.68M
1.7M $30.8M
DINO
Hf Sinclair Corp

Energy
1.64K
+ 1.68%
$25.91 - $41.85 $42.4K - $68.4K
99K $4.07M
BE
Bloom Energy Corp

Industrials
30.6K
+ 98.8%
$16.32 - $23.92 $499K - $732K
61.6K $1.47M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
6.49K
+ 9.66%
$52.84 - $65.52 $343K - $425K
73.7K $4.83M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
4.88K
+ 55.02%
$157.93 - $175.89 $771K - $859K
13.8K $2.4M
RJF
Raymond James Financial Inc

Financial Services
2.87K
+ 9.99%
$123.65 - $153.88 $355K - $441K
31.6K $4.84M
BEN
Franklin Resources Inc

Financial Services
16.1K
+ 15.78%
$16.66 - $23.85 $268K - $384K
118K $2.82M
AOM
Ishares Tr Core Moderate Alloc

ETFs
11.2K
+ 7.26%
$41.55 - $46.04 $466K - $517K
166K $7.64M
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
63.5K
+ 146.13%
$11.29 - $13.14 $717K - $834K
107K $1.41M
FTHI
First Trust Exchange Traded Fd

ETFs
6.49K
+ 0.94%
$19.66 - $22.85 $128K - $148K
699K $16M
FXE
Invesco Currency Shares Euro Trust

ETFs
7.66K
New
$99.56 - $108.79 $763K - $834K
7.66K $833K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
74.3K
+ 83.57%
$9.86 - $10.92 $732K - $811K
163K $1.78M
NVTS
Navitas Semiconductor Corp

Technology
115K
+ 662.24%
$1.61 - $8.09 $185K - $928K
132K $864K
VICI
Vici Properties Inc.

Real Estate
25.4K
+ 11.51%
$29.41 - $32.97 $747K - $837K
246K $8.02M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
8.88K
+ 84.31%
$88.49 - $92.4 $786K - $821K
19.4K $1.79M
EL
Estee Lauder Companies Inc

Consumer Defensive
5.26K
+ 19.86%
$50.06 - $80.8 $263K - $425K
31.7K $2.56M
CIEN
Ciena Corp

Technology
4.9K
+ 24.65%
$53.5 - $83.89 $262K - $411K
24.8K $2.01M
RELX
Relx PLC

Communication Services
11.1K
+ 20.66%
$45.31 - $55.66 $503K - $618K
64.8K $3.52M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
16.6K
+ 3.88%
$46.41 - $47.7 $768K - $790K
443K $21.1M
CME
Cme Group Inc.

Financial Services
1.43K
+ 3.57%
$252.37 - $290.71 $362K - $417K
41.6K $11.5M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
14.1K
+ 27.5%
$30.25 - $38.85 $427K - $549K
65.5K $2.54M
YLDE
Legg Mason ETF Invt Tr

ETFs
15.1K
+ 95.44%
$46.94 - $52.62 $709K - $794K
30.9K $1.63M
OSTK
Overstock.Com, Inc

Consumer Cyclical
31.6K
+ 24.97%
N/A
158K $4.04M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
8.63K
+ 38.71%
$84.41 - $106.28 $728K - $917K
30.9K $2.94M
MBB
Ishares Tr

ETFs
6.25K
+ 0.34%
$91.41 - $94.22 $572K - $589K
1.87M $176M
MMLG
First Tr Exc Viii First Multi

Technology
4.43K
+ 4.41%
$24.32 - $33.64 $108K - $149K
105K $3.53M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
7.53K
+ 4.25%
$34.78 - $43.42 $262K - $327K
185K $7.99M
TAGG
T Rowe Price Exchange Traded F

ETFs
18.3K
+ 154.18%
$41.84 - $43.57 $764K - $796K
30.1K $1.29M
AEM
Agnico Eagle Mines LTD

Basic Materials
3.09K
+ 7.98%
$99.48 - $124.46 $308K - $385K
41.9K $4.98M
MARA
Marathon Digital Holdings, Inc.

Financial Services
34.4K
+ 28.17%
N/A
156K $3.53M
IYK
Ishares U.S. Consumer Staples

ETFs
13.4K
+ 8.47%
$67.29 - $72.42 $904K - $973K
172K $12.1M
ENFR
Alerian Energy Infrastructure

ETFs
24.5K
+ 70.78%
$28.49 - $33.44 $697K - $818K
59K $1.9M
EUFN
Ishares Msci Europe Financials

ETFs
6.31K
+ 3.47%
$24.77 - $32.27 $156K - $204K
188K $5.95M
NJUL
Innovator Growth 100 Power Buf

Technology
4.63K
+ 8.19%
$56.05 - $68.06 $259K - $315K
61.1K $4.16M
GTO
Invesco Actively Managed ETF T

ETFs
16.7K
+ 4.21%
$45.73 - $47.2 $765K - $790K
414K $19.4M
CLH
Clean Harbors Inc

Industrials
1.08K
+ 7.11%
$182.1 - $233.5 $197K - $252K
16.3K $3.76M
WELL
Welltower Inc.

Real Estate
4.64K
+ 4.72%
$136.49 - $155.22 $633K - $720K
103K $15.8M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
65K
+ 82.35%
$8.48 - $11.94 $551K - $776K
144K $1.49M
TRMB
Trimble Inc.

Technology
7.9K
+ 50.31%
$55.12 - $75.98 $435K - $600K
23.6K $1.79M
YMAR
First Tr Ex Tr Viii Cboe Vest
18.2K
+ 9.55%
$22.43 - $25.58 $407K - $465K
208K $5.32M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
7.76K
+ 15.57%
$35.38 - $48.3 $274K - $375K
57.6K $2.78M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
37.7K
+ 13.65%
$18.28 - $18.7 $690K - $706K
314K $5.87M
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
1.1K
+ 3.06%
$86.93 - $117.31 $95.4K - $129K
37K $4.34M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
3.56K
+ 4.21%
$60.21 - $75.37 $214K - $268K
88.1K $6.48M
IDU
Ishares Tr U S Utils ETF

ETFs
6.11K
+ 17.99%
$93.98 - $106.11 $575K - $649K
40.1K $4.19M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
31.7K
+ 15.14%
$12.25 - $15.47 $389K - $491K
241K $3.73M
MTDR
Matador Resources CO

Energy
16.3K
+ 150.31%
$36.67 - $52.23 $599K - $854K
27.2K $1.3M
DTEC
Alps ETF Tr Disruptive Technol

ETFs
595
+ 0.49%
$38.26 - $49.33 $22.8K - $29.4K
122K $6.01M
Activity Summary
Buys All Purchases 2506 New Holdings 246 Increased Positions 2260 Sells All Sells 1452 Reductions 1452 Sold out 0 Options Calls 17 Puts 16
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