Cetera Investment Advisers Purchases in Q2 2025

Cetera Investment Advisers

  • $55.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
U
Unity Software Inc.

Technology
236
+ 0.27%
$16.75 - $26.24 $3.95K - $6.19K
89K $2.15M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
7.12K
+ 16.0%
$36.35 - $41.07 $259K - $292K
51.6K $2.12M
QLC
Flexshares Tr Us Quality Large

ETFs
59
+ 0.11%
$56.84 - $71.22 $3.35K - $4.2K
55.2K $3.93M
SLGN
Silgan Holdings Inc

Consumer Cyclical
7.64K
New
$45.48 - $56.15 $347K - $429K
7.64K $413K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
2.89K
+ 27.04%
$93.75 - $114.45 $271K - $331K
13.6K $1.55M
VITL
Vital Farms, Inc.

Consumer Defensive
8.41K
+ 76.88%
$30.52 - $38.52 $257K - $324K
19.3K $744K
FEMB
First Tr ETF Emerging Markets

ETFs
10.9K
+ 22.97%
$26.01 - $28.88 $283K - $314K
58.3K $1.68M
KMB
Kimberly Clark Corp

Consumer Defensive
19.2K
+ 12.35%
$126.84 - $145.22 $2.44M - $2.79M
175K $22.6M
VIRT
Virtu Financial, Inc.

Financial Services
4.08K
+ 12.2%
$32.82 - $44.79 $134K - $183K
37.5K $1.68M
APLD
Applied Blockchain, Inc.

Financial Services
23.4K
+ 61.0%
$3.53 - $13.86 $82.5K - $324K
61.7K $620K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
14.3K
+ 5.81%
$28.02 - $32.37 $400K - $462K
260K $8.26M
MTH
Meritage Homes Corp

Consumer Cyclical
6.59K
+ 65.53%
$62.44 - $71.44 $412K - $471K
16.6K $1.11M
KEX
Kirby Corp

Industrials
2.73K
+ 37.69%
$87.32 - $114.99 $238K - $314K
9.98K $1.13M
MFUS
Pimco Rafi Dynamic Multi Facto

ETFs
6.12K
+ 27.29%
$44.56 - $53.45 $273K - $327K
28.5K $1.53M
UPST
Upstart Holdings, Inc.

Financial Services
2.09K
+ 14.79%
$34.8 - $64.85 $72.8K - $136K
16.2K $1.05M
BILI
Bilibili Inc.

Communication Services
18.5K
New
$14.88 - $21.45 $276K - $398K
18.5K $397K
VMI
Valmont Industries Inc

Industrials
179
+ 2.18%
$263.86 - $333.86 $47.2K - $59.8K
8.4K $2.74M
AME
Ametek Inc

Industrials
107
+ 0.25%
$151.41 - $182.75 $16.2K - $19.6K
42.6K $7.71M
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
8.14K
+ 57.95%
$47.03 - $48.37 $383K - $393K
22.2K $1.07M
AMED
Amedisys Inc

Healthcare
2.73K
+ 12.66%
$91.31 - $98.39 $249K - $268K
24.3K $2.39M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.15K
+ 0.84%
$26.69 - $33.44 $30.7K - $38.5K
138K $4.55M
OKTA
Okta, Inc.

Technology
5.09K
+ 22.73%
$91.24 - $127.3 $464K - $648K
27.5K $2.75M
URBN
Urban Outfitters Inc

Consumer Cyclical
1.44K
+ 10.11%
$43.24 - $75.26 $62.1K - $108K
15.6K $1.13M
MAIN
Main Street Capital Corp

Financial Services
4.52K
+ 9.51%
$49.15 - $59.32 $222K - $268K
52.1K $3.08M
NTRS
Northern Trust Corp

Financial Services
1.45K
+ 20.03%
$84.45 - $126.79 $123K - $184K
8.7K $1.1M
BJUN
Innovator U.S. Equity Buffer E

ETFs
9.87K
+ 42.02%
N/A
33.3K $1.3M
AVPT
Ave Point, Inc.

Technology
10.1K
+ 26.34%
$13.33 - $19.99 $135K - $203K
48.6K $939K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
8.08K
New
$46.77 - $47.89 $378K - $387K
8.08K $383K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
33.9K
+ 3.75%
$45.3 - $50.64 $1.54M - $1.72M
939K $46.1M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
12.4K
+ 45.79%
$26.63 - $32.97 $330K - $409K
39.5K $1.2M
AAOI
Applied Optoelectronics, Inc.

Technology
14.7K
New
$10.05 - $27.77 $147K - $407K
14.7K $376K
FIBR
Ishares U.S. Fixed Income Bala

ETFs
4.24K
New
$85.94 - $88.63 $365K - $376K
4.24K $376K
PFFA
Etfis Ser Tr I

ETFs
19.6K
+ 21.31%
$19.49 - $21.31 $382K - $418K
112K $2.33M
KD
Kyndryl Holdings, Inc.

Technology
1.28K
+ 4.22%
$27.77 - $41.96 $35.5K - $53.7K
31.6K $1.32M
RGLD
Royal Gold Inc

Basic Materials
1.48K
+ 19.35%
$155.48 - $186.71 $231K - $277K
9.15K $1.63M
OLED
Universal Display Corp Pa

Technology
1.48K
+ 15.3%
$106.6 - $161.02 $158K - $238K
11.2K $1.72M
TRV
Travelers Companies, Inc.

Financial Services
758
+ 1.38%
$233.83 - $276.34 $177K - $209K
55.7K $14.9M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
14.6K
+ 4.39%
$21.57 - $21.99 $316K - $322K
348K $7.64M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
2.6K
New
$87.64 - $143.29 $227K - $372K
2.6K $371K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
4.14K
+ 10.43%
$33.7 - $43.1 $139K - $178K
43.8K $1.89M
EIS
Ishares Inc Mcsi Israel ETF

ETFs
2.31K
+ 32.04%
$69.8 - $94.88 $162K - $220K
9.54K $904K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
10.1K
+ 13.66%
$23.19 - $25.35 $235K - $257K
84.2K $2.13M
CWS
Advisorshares Tr Advisorshares

ETFs
3.13K
+ 9.6%
$59.37 - $70.0 $186K - $219K
35.7K $2.5M
CNQ
Canadian Natural Resources LTD

Energy
10K
+ 11.6%
$25.14 - $34.01 $252K - $341K
96.4K $3.03M
BNOV
Innovator U.S. Equity Buffer E

ETFs
5.53K
+ 12.37%
$34.94 - $41.25 $193K - $228K
50.2K $2.07M
GLP
Global Partners LP

Energy
7.12K
+ 40.26%
$44.91 - $56.21 $320K - $400K
24.8K $1.31M
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
17.2K
+ 88.34%
$21.12 - $22.45 $364K - $387K
36.8K $795K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
4.62K
New
$63.06 - $78.98 $291K - $365K
4.62K $364K
FGRO
Fidelity Covington Tr

ETFs
16.2K
+ 9.25%
N/A
191K $4.29M
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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