Cetera Investment Advisers Purchases in Q2 2025

Cetera Investment Advisers

  • $55.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EAT
Brinker International, Inc

Consumer Cyclical
306
+ 1.94%
$128.68 - $181.78 $39.4K - $55.6K
16.1K $2.9M
R
Ryder System Inc

Industrials
1.18K
+ 4.97%
$130.14 - $160.88 $153K - $189K
24.8K $3.95M
FTQI
First Trust ETF Vi First Trust

ETFs
23.1K
+ 17.97%
$16.83 - $19.58 $390K - $453K
152K $2.97M
NEE
Nextera Energy Inc

Utilities
22.3K
+ 3.26%
$64.11 - $75.0 $1.43M - $1.68M
708K $49.1M
TEQI
T Rowe Price Exchange Traded F

Technology
10.8K
+ 9.29%
$36.8 - $42.54 $398K - $460K
127K $5.42M
WRB
Berkley W R Corp

Financial Services
5.54K
+ 9.82%
$64.28 - $75.17 $356K - $416K
62K $4.55M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
22.1K
+ 18.65%
$22.7 - $23.33 $501K - $515K
140K $3.28M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
8.96K
+ 19.12%
$44.42 - $51.46 $398K - $461K
55.8K $2.86M
PLTM
Granite Shares Platinum Trust

ETFs
30.3K
+ 73.12%
$8.87 - $13.65 $269K - $414K
71.8K $932K
ORCC
Owl Rock Capital Corp

Financial Services
39.6K
+ 18.8%
N/A
250K $3.35M
FHI
Federated Hermes, Inc.

Financial Services
11.3K
+ 139.85%
$35.85 - $44.32 $404K - $500K
19.3K $857K
SKYW
Skywest Inc

Industrials
1.2K
+ 4.62%
$79.41 - $103.84 $95.3K - $125K
27.2K $2.8M
EWX
Spdr S&P Emerging Markets Smal

ETFs
6.08K
+ 21.74%
$49.89 - $62.13 $303K - $378K
34.1K $2.11M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
1.35K
+ 0.81%
$36.14 - $44.23 $48.7K - $59.6K
168K $7.42M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
16.5K
+ 97.19%
$23.18 - $30.7 $382K - $506K
33.4K $949K
SWKS
Skyworks Solutions, Inc.

Technology
1.66K
+ 4.1%
$49.2 - $74.95 $81.8K - $125K
42.2K $3.15M
HLNE
Hamilton Lane Inc

Financial Services
3.91K
+ 83.4%
$126.65 - $175.49 $495K - $685K
8.59K $1.22M
FLN
First Trust Latin America Alph

ETFs
26.2K
New
$16.03 - $19.92 $421K - $523K
26.2K $522K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
24.6K
+ 14.46%
$17.5 - $18.46 $430K - $454K
195K $3.59M
MOD
Modine Manufacturing CO

Consumer Cyclical
2.32K
+ 17.14%
$69.3 - $105.57 $161K - $245K
15.8K $1.56M
EPI
Wisdomtree Tr India Earnings F

ETFs
8.16K
+ 23.33%
$41.3 - $47.52 $337K - $388K
43.2K $2.05M
DOX
Amdocs LTD

Technology
5.86K
+ 9.51%
$80.46 - $94.08 $471K - $551K
67.5K $6.16M
XYLD
Global X Fds S&P 500 Covered C

ETFs
17.9K
+ 5.54%
$35.62 - $39.64 $636K - $708K
340K $13.2M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
10.3K
New
$49.54 - $50.53 $509K - $519K
10.3K $517K
FYT
First Trust Small Cap

ETFs
9.92K
+ 41.8%
$42.78 - $50.73 $425K - $503K
33.7K $1.7M
HGER
Harbor ETF Tr All Weather Infl
19.6K
+ 11.62%
$22.13 - $25.39 $434K - $497K
188K $4.57M
EKG
First Tr Exc Trd Fd Ii Nasdaq

ETFs
29K
New
$14.16 - $17.8 $410K - $516K
29K $515K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
7.41K
+ 11.89%
$43.78 - $51.5 $325K - $382K
69.8K $3.59M
FNB
Fnb Corp

Financial Services
20.2K
+ 10.56%
$11.48 - $14.58 $232K - $295K
212K $3.09M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
10.6K
+ 127.55%
$45.68 - $47.4 $486K - $504K
19K $897K
VIST
Vista Energy, S.A.B. De C.V.

Energy
10.6K
New
$34.98 - $53.05 $370K - $562K
10.6K $506K
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
4.84K
New
$87.96 - $112.42 $425K - $544K
4.84K $505K
ARIS
Aris Water Solutions, Inc.

Utilities
21.3K
New
$19.97 - $33.53 $426K - $715K
21.3K $504K
FIVA
Fidelity Covington Tr

ETFs
8.98K
+ 10.0%
$23.66 - $29.55 $212K - $265K
98.7K $2.9M
DNN
Denison Mines Corp.

Energy
5.45K
+ 0.57%
$1.15 - $1.86 $6.27K - $10.1K
954K $1.74M
INTA
Intapp, Inc.

Technology
10.4K
+ 179.96%
$48.49 - $59.55 $506K - $621K
16.2K $838K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
14.8K
+ 7.96%
$19.33 - $22.25 $286K - $329K
200K $4.46M
ARKQ
Ark Autonomous Technology & Ro

ETFs
246
+ 1.19%
$58.8 - $89.17 $14.5K - $21.9K
20.9K $1.86M
CDE
Coeur Mining, Inc.

Basic Materials
47.8K
+ 208.19%
$4.81 - $9.46 $230K - $452K
70.7K $626K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
11K
+ 2.91%
$34.58 - $34.88 $381K - $385K
390K $13.6M
EFX
Equifax Inc

Industrials
941
+ 6.04%
$205.5 - $280.54 $193K - $264K
16.5K $4.28M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
18K
+ 9.55%
$24.94 - $25.42 $449K - $458K
207K $5.25M
ILCB
Ishares Morningstar U.S. Equit

ETFs
1.33K
+ 3.03%
$68.63 - $85.78 $91.3K - $114K
45.3K $3.88M
SNV
Synovus Financial Corp

Financial Services
8.2K
+ 68.72%
$38.27 - $51.75 $314K - $424K
20.1K $1.04M
DNP
Dnp Select Income Fund Inc

Financial Services
63.4K
+ 4.6%
$8.89 - $9.88 $563K - $626K
1.44M $14.1M
ONON
On Holding Ag

Consumer Cyclical
1.74K
+ 3.61%
$37.65 - $60.68 $65.6K - $106K
50K $2.6M
POCT
Innovator U.S. Equity Power Bu

ETFs
2.08K
+ 1.29%
$36.35 - $41.3 $75.4K - $85.7K
163K $6.75M
ILCV
Ishares Morningstar Value ETF

ETFs
4.48K
+ 8.1%
$72.16 - $83.39 $323K - $373K
59.7K $4.98M
ANSS
Ansys Inc

Technology
72
+ 0.55%
$284.19 - $351.22 $20.5K - $25.3K
13.1K $4.6M
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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