Cetera Investment Advisers Purchases in Q2 2025

Cetera Investment Advisers

  • $55.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RWX
Spdr Dow Jones International R

ETFs
27K
New
$23.06 - $27.4 $622K - $739K
27K $739K
W
Wayfair Inc.

Consumer Cyclical
14.5K
New
$24.14 - $51.22 $349K - $740K
14.5K $739K
XPEV
Xpeng Inc.

Consumer Cyclical
41.3K
New
$16.42 - $22.25 $677K - $918K
41.3K $737K
OMF
One Main Holdings, Inc.

Financial Services
6.46K
+ 14.26%
$40.42 - $57.0 $261K - $368K
51.8K $2.95M
EWC
Ishares Msci Canada ETF

ETFs
7.82K
+ 11.46%
$37.17 - $46.2 $291K - $361K
76.1K $3.51M
LAMR
Lamar Advertising CO

Real Estate
2.11K
+ 3.35%
$102.35 - $121.67 $216K - $257K
65.1K $7.9M
EWK
Ishares Inc Msci Belgium ETF

ETFs
33.1K
New
$18.27 - $22.45 $604K - $742K
33.1K $728K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
3.91K
+ 1.48%
$89.58 - $95.01 $350K - $371K
268K $25.4M
UNM
Unum Group

Financial Services
9.47K
+ 15.15%
$70.48 - $82.91 $667K - $785K
72K $5.81M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
38.4K
+ 2.31%
$23.36 - $24.11 $897K - $926K
1.7M $40.6M
GUNR
Flexshares Tr Morningstar Glob

ETFs
13.9K
+ 11.89%
$33.77 - $41.16 $468K - $570K
130K $5.23M
FINX
Global X Fds Fintech ETF (De)

ETFs
9K
+ 15.08%
$24.27 - $34.22 $219K - $308K
68.7K $2.35M
IYJ
Ishares Tr

ETFs
958
+ 2.04%
$115.07 - $142.31 $110K - $136K
47.9K $6.81M
WTW
Willis Towers Watson PLC

Financial Services
2.99K
+ 44.34%
$295.96 - $337.43 $885K - $1.01M
9.73K $2.98M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
10.7K
+ 11.37%
$29.0 - $35.55 $311K - $381K
105K $3.74M
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
67.5K
+ 85.29%
$10.45 - $11.57 $705K - $781K
147K $1.6M
VKTX
Viking Therapeutics, Inc.

Healthcare
13.3K
+ 9.21%
$19.98 - $29.49 $266K - $392K
158K $4.18M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
34.2K
+ 17.75%
$19.49 - $19.66 $667K - $673K
227K $4.46M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
27.5K
New
$17.61 - $24.82 $484K - $683K
27.5K $682K
RH
Rh

Consumer Cyclical
4.51K
+ 118.66%
$145.66 - $249.35 $657K - $1.12M
8.31K $1.57M
SLF
Sun Life Financial Inc

Financial Services
1.51K
+ 2.41%
$53.39 - $66.45 $80.8K - $101K
64.4K $4.28M
OMFL
Invesco Exchange Traded Self I

ETFs
4.14K
+ 4.28%
$48.43 - $57.78 $201K - $239K
101K $5.82M
UTI
Universal Technical Institute Inc

Consumer Defensive
19.8K
New
$25.25 - $35.9 $500K - $711K
19.8K $670K
KXI
Ishares Tr Global Consumer Sta

ETFs
10.1K
+ 168.2%
$60.73 - $67.45 $615K - $683K
16.1K $1.05M
EFNL
Ishares Tr Msci Finland ETF

ETFs
16.4K
New
$32.87 - $41.68 $538K - $682K
16.4K $669K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
72.6K
+ 11.96%
$13.74 - $15.66 $997K - $1.14M
679K $10.1M
ITW
Illinois Tool Works Inc

Industrials
2.91K
+ 4.18%
$218.41 - $252.43 $636K - $735K
72.5K $17.9M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
10K
+ 10.81%
$37.24 - $41.76 $374K - $420K
103K $4.3M
MPLX
Mplx LP

Energy
19.4K
+ 11.56%
$46.68 - $53.89 $908K - $1.05M
188K $9.66M
FSTA
Fidelity Covington Tr Msci Con

ETFs
12.9K
+ 21.67%
$47.94 - $52.5 $620K - $679K
72.6K $3.71M
RL
Ralph Lauren Corp

Consumer Cyclical
326
+ 3.06%
$182.34 - $286.22 $59.4K - $93.3K
11K $3.01M
VTWG
Vanguard Russell 2000 Growth E

ETFs
737
+ 3.25%
$163.6 - $208.47 $121K - $154K
23.4K $4.89M
ISCG
Ishares Morningstar Small Cap

ETFs
10.2K
+ 32.36%
$39.44 - $49.76 $402K - $507K
41.7K $2.07M
MGA
Magna International Inc

Consumer Cyclical
2.85K
+ 2.43%
$30.82 - $38.61 $87.9K - $110K
120K $4.63M
ON
On Semiconductor Corp

Technology
754
+ 1.45%
$31.95 - $54.21 $24.1K - $40.9K
52.9K $2.77M
WHR
Whirlpool Corp

Consumer Cyclical
4.6K
+ 28.1%
$75.71 - $101.42 $348K - $466K
21K $2.13M
FIS
Fidelity National Information Services, Inc.

Technology
3.1K
+ 5.25%
$68.14 - $82.13 $211K - $254K
62.1K $5.05M
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
14.6K
+ 98.3%
$36.07 - $44.58 $528K - $652K
29.5K $1.31M
KBE
Spdr S&P Bank ETF

ETFs
10K
+ 32.34%
$45.85 - $55.78 $459K - $559K
41K $2.28M
XYL
Xylem Inc.

Industrials
3.05K
+ 12.23%
$102.86 - $129.5 $314K - $395K
28K $3.62M
FDUS
Fidus Investment Corp

Financial Services
34.8K
+ 10.38%
$17.32 - $20.65 $603K - $719K
370K $7.48M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
31.7K
+ 19.91%
$19.58 - $19.93 $621K - $632K
191K $3.8M
PEG
Public Service Enterprise Group Inc

Utilities
4.35K
+ 3.02%
$77.13 - $84.18 $335K - $366K
148K $12.5M
FDLO
Fidelity Covington Tr Low Vola

ETFs
4.29K
+ 2.56%
$54.44 - $62.8 $234K - $270K
172K $10.8M
AVUS
American Centy ETF Tr Avantis

ETFs
3.22K
+ 8.79%
$81.38 - $100.82 $262K - $324K
39.8K $4.01M
DEO
Diageo PLC

Consumer Defensive
11K
+ 9.08%
$99.86 - $115.75 $1.1M - $1.27M
132K $13.3M
FLQS
Franklin Templeton ETF Tr Libe

ETFs
14.6K
+ 83.91%
$35.07 - $41.28 $513K - $604K
32.1K $1.32M
PFEB
Innovator U.S. Equity Power Bu

ETFs
2.04K
+ 0.81%
$33.46 - $38.01 $68.1K - $77.4K
252K $9.59M
SOUN
Soundhound Ai, Inc.

Technology
25.4K
+ 18.76%
$7.18 - $11.76 $183K - $299K
161K $1.73M
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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