Cetera Investment Advisers Purchases in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TGRW
T Rowe Price Exchange Traded F

Technology
9.3K
New
$35.73 - $41.58 $332K - $387K
9.3K $332K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
3.62K
+ 52.39%
$92.03 - $93.95 $333K - $340K
10.5K $971K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
10.1K
+ 13.3%
$40.44 - $43.17 $407K - $435K
85.8K $3.51M
FINX
Global X Fds Fintech ETF (De)

ETFs
17.6K
+ 41.7%
$27.43 - $33.5 $482K - $589K
59.7K $1.65M
ITRI
Itron, Inc.

Technology
3.39K
+ 52.41%
$92.6 - $110.29 $314K - $374K
9.86K $1.03M
EAT
Brinker International, Inc

Consumer Cyclical
478
+ 3.12%
$133.46 - $189.14 $63.8K - $90.4K
15.8K $2.35M
LTC
Ltc Properties Inc

Real Estate
8.92K
+ 67.63%
$33.46 - $36.14 $298K - $322K
22.1K $783K
SOCL
Global X Fds Global X Social M

ETFs
7.47K
New
$41.9 - $49.8 $313K - $372K
7.47K $327K
LYV
Live Nation Entertainment, Inc.

Communication Services
2.44K
+ 27.7%
$115.79 - $154.66 $282K - $377K
11.2K $1.47M
DWM
Wisdomtree Tr

ETFs
1.13K
+ 2.36%
$52.19 - $59.86 $58.8K - $67.4K
48.8K $2.84M
ECC
Eagle Point Credit CO Inc.

Financial Services
42.6K
+ 151.68%
$7.7 - $9.14 $328K - $390K
70.7K $573K
BTU
Peabody Energy Corp

Energy
23.8K
New
$12.48 - $20.86 $297K - $497K
23.8K $322K
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
27.4K
+ 28.07%
$9.44 - $10.68 $259K - $293K
125K $1.29M
PEN
Penumbra Inc

Healthcare
1K
+ 56.92%
$237.28 - $303.76 $237K - $304K
2.76K $737K
FDRR
Fidelity Covington Tr Divid Et

ETFs
7.31K
+ 22.72%
$49.65 - $53.98 $363K - $395K
39.5K $1.97M
AVB
Avalonbay Communities Inc

Real Estate
1.93K
+ 10.81%
$207.86 - $228.08 $400K - $439K
19.7K $4.24M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
9.77K
New
$30.51 - $32.85 $298K - $321K
9.77K $318K
WRBY
Warby Parker Inc.

Healthcare
17.5K
New
$17.82 - $28.42 $312K - $497K
17.5K $318K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
5.47K
+ 32.53%
$93.57 - $120.35 $512K - $659K
22.3K $2.13M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
4.68K
+ 13.4%
$48.13 - $51.78 $225K - $242K
39.6K $2.02M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
12.5K
+ 11.88%
$21.77 - $22.25 $271K - $277K
117K $2.61M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
13.2K
+ 16.78%
$23.13 - $23.41 $305K - $308K
91.6K $2.13M
CACI
Caci International Inc

Technology
724
+ 13.97%
N/A
5.91K $2.53M
BKIE
Bny Mellon ETF Tr Internationa

ETFs
2.83K
+ 15.56%
$71.58 - $79.91 $202K - $226K
21K $1.63M
PLMR
Palomar Holdings, Inc.

Financial Services
811
+ 12.94%
$101.51 - $137.08 $82.3K - $111K
7.08K $970K
AROC
Archrock, Inc.

Energy
10.9K
+ 64.64%
$22.72 - $30.34 $247K - $330K
27.7K $727K
QLC
Flexshares Tr Us Quality Large

ETFs
6.72K
+ 13.87%
$62.78 - $69.86 $422K - $469K
55.2K $3.52M
RPRX
Royalty Pharma PLC

Healthcare
9.83K
New
$25.75 - $33.86 $253K - $333K
9.83K $305K
SCCO
Southern Copper Corp

Basic Materials
2.41K
+ 7.27%
$85.92 - $101.48 $207K - $245K
35.6K $3.33M
EUSB
Ishares Tr Esg Advanced Total

Technology
4.89K
+ 4.56%
$42.05 - $43.43 $205K - $212K
112K $4.85M
GFL
Gfl Environmental Inc.

Industrials
5.28K
+ 43.13%
$41.72 - $48.8 $220K - $258K
17.5K $846K
HESM
Hess Midstream LP

Energy
2.85K
+ 8.39%
$37.59 - $43.88 $107K - $125K
36.8K $1.55M
BLFS
Biolife Solutions Inc

Healthcare
13.1K
New
$22.84 - $28.49 $299K - $373K
13.1K $298K
CW
Curtiss Wright Corp

Industrials
2.92K
+ 17.46%
$304.82 - $384.07 $890K - $1.12M
19.6K $6.23M
NACP
Impact Shs Fds I Tr Naacp Mino

ETFs
7.49K
New
$39.39 - $43.95 $295K - $329K
7.49K $298K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
32.1K
+ 129.4%
$14.59 - $23.31 $469K - $749K
57K $831K
IGR
Cbre Global Real Estate Income Fund

Financial Services
36.6K
+ 11.83%
$4.79 - $5.34 $175K - $196K
346K $1.79M
MOH
Molina Healthcare, Inc.

Healthcare
660
+ 31.53%
$266.57 - $333.27 $176K - $220K
2.75K $906K
PFFV
Global X Variable Rate Preferr

Technology
12.4K
+ 34.74%
$23.51 - $24.14 $292K - $300K
48.1K $1.14M
HLNE
Hamilton Lane Inc

Financial Services
1.98K
+ 73.09%
$137.87 - $170.18 $273K - $336K
4.68K $696K
TDVG
T Rowe Price Exchange Traded F

Technology
4.7K
+ 3.61%
$39.23 - $42.13 $184K - $198K
135K $5.46M
OSIS
Osi Systems Inc

Technology
8
+ 0.07%
$153.35 - $219.6 $1.23K - $1.76K
10.9K $2.12M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
12.7K
+ 5.77%
$23.71 - $24.2 $301K - $307K
233K $5.54M
CPER
United States Copper Index Fun

ETFs
9.33K
New
$25.32 - $32.75 $236K - $306K
9.33K $294K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
7.84K
New
$35.88 - $37.91 $281K - $297K
7.84K $293K
SPE
Special Opportunities Fund, Inc.

Financial Services
19.5K
New
$14.7 - $15.68 $287K - $306K
19.5K $293K
BTG
B2 Gold Corp

Basic Materials
97K
+ 350.63%
$2.3 - $3.3 $223K - $320K
125K $355K
EWI
Ishares Inc Msci Italy ETF

ETFs
6.81K
New
$35.58 - $43.99 $242K - $299K
6.81K $288K
IAK
Ishares Tr

ETFs
1.61K
+ 27.76%
$121.85 - $137.9 $197K - $222K
7.42K $1.02M
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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