Cetera Investment Advisers Purchases in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LSAT
Two Rds Shared Tr Leadershares

ETFs
23.9K
+ 36.06%
$38.15 - $41.62 $914K - $997K
90.3K $3.62M
BROS
Dutch Bros Inc.

Consumer Cyclical
1.85K
+ 2.07%
$55.77 - $85.37 $103K - $158K
91.2K $5.63M
VNQI
Vanguard Global Ex U.S. Real

ETFs
21.3K
+ 23.09%
$38.22 - $41.19 $816K - $879K
114K $4.6M
ESAB
Esab Corp

Industrials
8.61K
+ 57.19%
$115.08 - $131.54 $991K - $1.13M
23.7K $2.76M
PGNY
Progyny, Inc.

Healthcare
42.3K
New
$17.43 - $23.88 $738K - $1.01M
42.3K $945K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
27.9K
+ 10.88%
$69.69 - $79.99 $1.95M - $2.23M
284K $20.3M
CRS
Carpenter Technology Corp

Industrials
4.43K
+ 36.74%
$172.39 - $212.53 $763K - $941K
16.5K $2.98M
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
34.8K
+ 57.09%
$28.25 - $29.85 $982K - $1.04M
95.7K $2.73M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
11.2K
+ 25.8%
$105.24 - $117.4 $1.17M - $1.31M
54.4K $5.78M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
17K
+ 9.81%
$42.18 - $45.16 $719K - $770K
191K $8.44M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
28.9K
+ 6.08%
$28.55 - $29.09 $825K - $840K
504K $14.5M
AFG
American Financial Group Inc

Financial Services
7.21K
+ 153.13%
$119.82 - $138.45 $864K - $999K
11.9K $1.57M
XEL
Xcel Energy Inc

Utilities
5.74K
+ 3.65%
$63.37 - $72.1 $364K - $414K
163K $11.5M
VIS
Vanguard Industrial ETF

ETFs
7.24K
+ 5.67%
$243.63 - $273.99 $1.76M - $1.98M
135K $33.4M
IP
International Paper CO

Consumer Cyclical
17.9K
+ 22.67%
$49.38 - $60.09 $883K - $1.07M
96.7K $5.16M
X
United States Steel Corp

Basic Materials
15.2K
+ 46.73%
$30.47 - $43.0 $462K - $652K
47.6K $2.01M
INMU
Blackrock ETF Tr Ii Intermedia
38.2K
+ 65.82%
$23.44 - $23.97 $895K - $915K
96.2K $2.28M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
44.7K
+ 33.66%
$21.04 - $21.64 $941K - $968K
178K $3.74M
CTRA
Coterra Energy Inc.

Energy
11.8K
+ 7.08%
$25.51 - $29.83 $301K - $352K
178K $5.16M
MWA
Mueller Water Products, Inc.

Industrials
35.4K
New
$21.65 - $28.24 $767K - $1M
35.4K $900K
HRB
H&R Block Inc

Consumer Cyclical
14.9K
+ 39.72%
$49.96 - $55.97 $746K - $836K
52.5K $2.88M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
5.53K
+ 2.4%
$110.75 - $119.78 $612K - $662K
235K $27.2M
RGLD
Royal Gold Inc

Basic Materials
4.91K
+ 178.36%
$132.55 - $163.51 $651K - $803K
7.67K $1.25M
LRN
Stride, Inc.

Consumer Defensive
4.39K
+ 29.6%
$106.34 - $142.28 $467K - $625K
19.2K $2.43M
STRL
Sterling Construction CO Inc

Industrials
12.4K
+ 132.95%
$108.65 - $200.56 $1.35M - $2.49M
21.7K $2.46M
IHF
Ishares Tr

ETFs
5.88K
+ 4.91%
$47.84 - $53.21 $281K - $313K
125K $6.63M
PKG
Packaging Corp Of America

Consumer Cyclical
7.27K
+ 35.56%
$192.03 - $242.13 $1.4M - $1.76M
27.7K $5.49M
CTSH
Cognizant Technology Solutions Corp

Technology
11.7K
+ 38.51%
$75.32 - $90.7 $881K - $1.06M
42.1K $3.22M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
25.8K
+ 246.71%
$34.28 - $36.12 $885K - $932K
36.3K $1.25M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
34.3K
+ 18.2%
$25.05 - $25.16 $860K - $864K
223K $5.61M
MTZ
Mastec Inc

Industrials
8.52K
+ 143.96%
$108.66 - $160.79 $926K - $1.37M
14.4K $1.69M
INSM
Insmed Inc

Healthcare
10.5K
+ 103.65%
$65.25 - $83.83 $687K - $882K
20.7K $1.58M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
5.1K
+ 2.81%
$65.44 - $70.64 $334K - $361K
187K $12.7M
PANW
Palo Alto Networks Inc

Technology
26.3K
+ 8.24%
$167.82 - $208.28 $4.41M - $5.47M
345K $58.9M
MLM
Martin Marietta Materials Inc

Basic Materials
2.57K
+ 27.71%
$460.39 - $552.64 $1.18M - $1.42M
11.9K $5.67M
HALO
Halozyme Therapeutics, Inc.

Healthcare
3.1K
+ 7.36%
$47.74 - $65.16 $148K - $202K
45.2K $2.88M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
27K
+ 19.38%
$40.87 - $45.28 $1.1M - $1.22M
166K $6.89M
FOX
Fox Corp Cl B (De)

Communication Services
16.5K
New
$45.64 - $54.23 $753K - $895K
16.5K $870K
OVLY
Oak Valley Bancorp

Financial Services
36.4K
+ 392.29%
$23.75 - $28.31 $865K - $1.03M
45.7K $1.14M
SMR
Nuscale Power Corp

Industrials
75.4K
+ 137.01%
$14.16 - $29.08 $1.07M - $2.19M
130K $1.85M
FDIG
Fidelity Covington Tr Crypto I

ETFs
35.4K
New
$24.23 - $36.63 $858K - $1.3M
35.4K $857K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
6.27K
+ 2.43%
$34.25 - $37.6 $215K - $236K
265K $9.74M
BAH
Booz Allen Hamilton Holding Corp

Industrials
13K
+ 61.42%
$102.72 - $143.06 $1.34M - $1.87M
34.3K $3.59M
PFG
Principal Financial Group Inc

Financial Services
5.46K
+ 9.73%
$76.34 - $89.04 $417K - $486K
61.6K $5.19M
FEM
First Trust Emerging Markets A

ETFs
28.7K
+ 12.39%
$21.28 - $23.9 $611K - $686K
260K $5.95M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
56.7K
+ 6.43%
$20.7 - $21.15 $1.17M - $1.2M
938K $19.4M
BJUL
Innovator U.S. Equity Buffer E

ETFs
21.7K
+ 32.77%
$42.65 - $46.09 $927K - $1M
88K $3.8M
CHD
Church & Dwight CO Inc

Consumer Defensive
4.43K
+ 6.64%
$101.42 - $113.2 $449K - $501K
71.1K $7.83M
FTA
First Tr Large Cap Value

ETFs
10K
+ 3.47%
$74.42 - $80.34 $747K - $807K
300K $23M
Activity Summary
Buys All Purchases 2772 New Holdings 351 Increased Positions 2421 Sells All Sells 1102 Reductions 1102 Sold out 0 Options Calls 9 Puts 13
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