Cetera Investment Advisers Purchases in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VFMV
Vanguard Wellington Fd

ETFs
3.61K
New
$119.38 - $128.27 $430K - $463K
3.61K $457K
BXSL
Blackstone Secured Lending Fund

Financial Services
13.8K
+ 7.19%
$31.3 - $34.5 $431K - $475K
205K $6.65M
CDW
Cdw Corp

Technology
3.23K
+ 67.61%
$160.26 - $206.13 $518K - $666K
8.02K $1.28M
ENSG
Ensign Group, Inc

Healthcare
4.15K
+ 17.17%
$125.4 - $148.86 $520K - $617K
28.3K $3.66M
AMCR
Amcor PLC

Consumer Cyclical
38.4K
+ 14.47%
$9.33 - $10.39 $358K - $398K
303K $2.94M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
6.53K
+ 4.27%
$21.64 - $23.93 $141K - $156K
160K $3.82M
CHGX
Investment Managers Ser Tr Ii

ETFs
12.2K
New
$36.24 - $39.75 $443K - $486K
12.2K $449K
BLDR
Builders First Source, Inc.

Industrials
9.32K
+ 23.37%
$122.8 - $173.51 $1.14M - $1.62M
49.2K $6.15M
POWL
Powell Industries Inc

Industrials
3.16K
+ 177.52%
$155.56 - $311.38 $491K - $983K
4.94K $840K
VTWV
Vanguard Russell 2000 Value Et

ETFs
5.95K
+ 19.69%
$131.51 - $149.24 $782K - $888K
36.2K $4.81M
GAB
Gabelli Equity Trust Inc

Financial Services
68.2K
+ 13.48%
$5.36 - $5.67 $365K - $386K
574K $3.16M
CSWC
Capital Southwest Corp

Financial Services
18.4K
+ 34.41%
$21.69 - $23.81 $400K - $439K
71.9K $1.61M
U
Unity Software Inc.

Technology
30.7K
+ 52.9%
$19.44 - $28.34 $597K - $871K
88.8K $1.74M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
13.9K
+ 10.86%
$11.66 - $14.98 $162K - $208K
142K $1.94M
ZM
Zoom Video Communications, Inc.

Technology
7.62K
+ 45.91%
$72.23 - $88.64 $550K - $675K
24.2K $1.79M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
12.4K
+ 0.99%
$24.5 - $24.95 $303K - $308K
1.26M $31.3M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
2.21K
+ 12.14%
$110.12 - $124.59 $243K - $275K
20.4K $2.54M
GTLB
Gitlab Inc.

Technology
16.8K
+ 43.44%
$47.0 - $73.14 $792K - $1.23M
55.6K $2.61M
PZZA
Papa Johns International Inc

Consumer Cyclical
10.4K
New
$36.01 - $51.28 $375K - $534K
10.4K $427K
HLX
Helix Energy Solutions Group Inc

Energy
51.1K
New
$7.76 - $9.68 $397K - $495K
51.1K $424K
CRAK
Vaneck ETF Tr Oil Refiners ETF

ETFs
10.8K
+ 12.19%
$27.75 - $29.75 $299K - $321K
99.2K $2.85M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
18.1K
+ 43.58%
$23.33 - $23.71 $421K - $428K
59.5K $1.39M
PNW
Pinnacle West Capital Corp

Utilities
1.2K
+ 4.09%
$81.76 - $95.25 $97.8K - $114K
30.4K $2.9M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
28K
+ 29.46%
$13.33 - $14.08 $374K - $395K
123K $1.71M
SKM
Sk Telecom CO LTD

Communication Services
19.4K
New
$20.91 - $23.05 $406K - $448K
19.4K $412K
GTIP
Goldman Sachs ETF Tr Access In

ETFs
5.05K
+ 6.16%
$47.99 - $50.13 $242K - $253K
87.1K $4.37M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
16K
+ 16.25%
$23.28 - $23.95 $372K - $382K
114K $2.71M
ASEA
Global X Funds Global X Ftse S

ETFs
27.5K
+ 32.07%
$15.42 - $16.26 $424K - $447K
113K $1.78M
REET
Ishares Global Reit ETF

ETFs
13.2K
+ 4.41%
$23.24 - $25.16 $307K - $332K
312K $7.58M
EVER
Ever Quote, Inc.

Communication Services
15.5K
New
$17.84 - $29.71 $277K - $461K
15.5K $406K
BCO
Brinks CO

Industrials
4.91K
+ 179.87%
$83.39 - $96.29 $410K - $473K
7.65K $658K
SBAC
Sba Communications Corp

Real Estate
1.37K
+ 21.34%
$192.76 - $224.91 $264K - $308K
7.79K $1.71M
OVV
Ovintiv Inc.

Energy
7.87K
+ 27.02%
$37.84 - $45.91 $298K - $361K
37K $1.58M
ADC
Agree Realty Corp

Real Estate
2.78K
+ 9.97%
$68.36 - $77.19 $190K - $215K
30.7K $2.37M
APPF
Appfolio Inc

Technology
1.84K
New
$206.66 - $260.64 $379K - $478K
1.84K $403K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
6.47K
+ 6.62%
$34.17 - $38.11 $221K - $247K
104K $3.85M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
12.1K
+ 23.52%
$37.69 - $39.76 $455K - $479K
63.3K $2.4M
PSO
Pearson PLC

Communication Services
25.1K
New
$15.45 - $17.75 $387K - $445K
25.1K $401K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
15.6K
+ 75.65%
$23.61 - $24.38 $367K - $379K
36.1K $880K
BSCU
Invesco Exc Self Ind Tr

ETFs
23.4K
+ 74.22%
$16.2 - $16.64 $379K - $390K
55K $911K
UHS
Universal Health Services Inc

Healthcare
1.51K
+ 11.75%
$163.99 - $193.27 $248K - $292K
14.4K $2.7M
KD
Kyndryl Holdings, Inc.

Technology
14.2K
+ 87.75%
$31.32 - $43.45 $443K - $615K
30.3K $950K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
8.34K
New
$45.66 - $47.41 $381K - $395K
8.34K $391K
IDCC
Inter Digital, Inc.

Communication Services
1.7K
+ 58.65%
$171.68 - $225.72 $292K - $384K
4.6K $951K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
18.3K
+ 24.86%
$20.05 - $20.4 $367K - $373K
91.9K $1.87M
DY
Dycom Industries Inc

Industrials
2.54K
New
$136.75 - $200.56 $347K - $509K
2.54K $386K
JKHY
Henry Jack & Associates Inc

Technology
1.33K
+ 6.82%
$166.47 - $191.28 $222K - $255K
20.9K $3.81M
AMG
Affiliated Managers Group, Inc.

Financial Services
2.58K
+ 89.13%
$154.65 - $189.71 $399K - $490K
5.48K $920K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
7.57K
+ 27.02%
$49.92 - $50.3 $378K - $381K
35.6K $1.78M
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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