Cetera Investment Advisers Purchases in Q2 2025

Cetera Investment Advisers

  • $55.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.44K
+ 0.54%
$45.2 - $46.6 $246K - $254K
1.02M $47M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
12.5K
+ 8.89%
$11.71 - $13.88 $147K - $174K
154K $2.13M
PEGA
Pegasystems Inc

Technology
6.42K
+ 148.25%
$49.95 - $103.29 $321K - $663K
10.8K $582K
HNW
Pioneer Diversified High Income Fund, Inc.

Financial Services
19.7K
+ 33.98%
$11.19 - $12.51 $221K - $247K
77.9K $973K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
11.5K
+ 50.61%
$28.81 - $34.65 $333K - $400K
34.4K $1.05M
BEP
Brookfield Renewable Partners L.P.

Utilities
4.84K
+ 10.49%
$20.16 - $26.41 $97.5K - $128K
50.9K $1.3M
EBND
Spdr Bloomberg Emerging Market

ETFs
8.1K
+ 10.28%
$19.57 - $21.4 $158K - $173K
86.9K $1.86M
VTWV
Vanguard Russell 2000 Value Et

ETFs
436
+ 1.21%
$116.09 - $139.09 $50.6K - $60.6K
36.6K $5.09M
MOS
Mosaic CO

Basic Materials
1.53K
+ 6.55%
$22.76 - $36.95 $34.9K - $56.6K
24.9K $908K
WCC
Wesco International Inc

Industrials
369
+ 5.3%
$132.86 - $186.1 $49K - $68.7K
7.33K $1.36M
FNDC
Schwab Fundamental Intl Small

ETFs
6.51K
New
$32.97 - $42.05 $215K - $274K
6.51K $273K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
65
+ 0.4%
$162.37 - $200.76 $10.6K - $13K
16.3K $3.08M
CHK
Chesapeake Energy Corp

Energy
3.17K
+ 15.24%
N/A
23.9K $2.05M
ADSK
Autodesk, Inc.

Technology
1.1K
+ 1.64%
N/A
68K $16.7M
HSMV
First Tr Exchange Trd Fd Iii H

ETFs
8.19K
+ 5.56%
$32.53 - $36.4 $266K - $298K
155K $5.57M
PKI
Perkinelmer Inc

Healthcare
2.23K
+ 28.65%
N/A
10K $1.21M
NOK
Nokia Corp

Technology
53.5K
+ 58.1%
$4.65 - $5.43 $249K - $290K
145K $753K
OHI
Omega Healthcare Investors Inc

Real Estate
17.9K
+ 6.62%
$35.55 - $39.05 $636K - $698K
288K $10.6M
QQMG
Invesco Exchange Traded Fd Tr

ETFs
7.09K
New
$28.26 - $37.83 $200K - $268K
7.09K $268K
NYF
Ishares New York Muni Bond ETF

ETFs
6.37K
+ 4.99%
$51.29 - $53.06 $327K - $338K
134K $6.99M
WHD
Cactus, Inc.

Energy
6.37K
+ 126.83%
$35.05 - $47.38 $223K - $302K
11.4K $497K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
4.34K
+ 8.61%
$33.82 - $37.61 $147K - $163K
54.7K $2.06M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
2.09K
New
$97.32 - $136.25 $203K - $285K
2.09K $266K
HRI
Herc Holdings Inc

Industrials
2.03K
New
$102.34 - $142.19 $207K - $288K
2.03K $266K
SDGR
Schrodinger, Inc.

Healthcare
12.9K
+ 75.23%
$17.97 - $26.69 $231K - $343K
30K $603K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
2.26K
+ 2.5%
$46.76 - $57.2 $105K - $129K
92.3K $5.26M
FLRN
Spdr Bloomberg Investment Grad

ETFs
8.47K
+ 3.34%
$30.29 - $30.83 $257K - $261K
262K $8.09M
BFH
Bread Financial Holdings, Inc.

Financial Services
4.62K
New
$41.88 - $57.12 $193K - $264K
4.62K $263K
FAD
First Tr Multi Cap Growth Alph

ETFs
848
+ 10.7%
$114.67 - $146.82 $97.2K - $125K
8.77K $1.29M
HWC
Hancock Whitney Corp

Financial Services
533
+ 1.14%
$46.05 - $58.03 $24.5K - $30.9K
47.3K $2.72M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
10.9K
+ 4.51%
$19.44 - $19.88 $213K - $217K
253K $5.03M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.95K
+ 4.64%
$23.96 - $24.27 $238K - $242K
224K $5.44M
FOXA
Fox Corp

Communication Services
5.28K
+ 8.34%
$47.21 - $57.04 $249K - $301K
68.5K $3.84M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
10.1K
+ 42.15%
$24.88 - $25.41 $252K - $257K
34.1K $866K
PRN
Invesco Dwa Industrials Moment

ETFs
561
+ 6.38%
$122.83 - $157.05 $68.9K - $88.1K
9.36K $1.47M
LNT
Alliant Energy Corp

Utilities
14.5K
+ 9.08%
$58.79 - $64.85 $855K - $943K
175K $10.6M
AMKR
Amkor Technology, Inc.

Technology
12.3K
New
$14.88 - $21.18 $184K - $261K
12.3K $258K
IGR
Cbre Global Real Estate Income Fund

Financial Services
40.2K
+ 11.62%
$4.33 - $5.29 $174K - $213K
387K $2.04M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
1.81K
+ 2.83%
$39.59 - $44.69 $71.6K - $80.8K
65.8K $2.94M
ESGA
American Centy ETF Tr Sustaina

Technology
3.59K
New
N/A
3.59K $257K
JPSE
J P Morgan Diversified Return

ETFs
3.67K
+ 7.75%
$38.2 - $45.49 $140K - $167K
51.1K $2.32M
BLD
Top Build Corp

Industrials
634
+ 23.01%
$275.93 - $326.59 $175K - $207K
3.39K $1.1M
LPI
Laredo Petroleum, Inc.

Energy
5.29K
+ 13.09%
N/A
45.7K $2.22M
ANDE
Andersons, Inc.

Consumer Defensive
6.99K
New
$31.51 - $43.57 $220K - $304K
6.99K $256K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
3.6K
+ 70.61%
$78.57 - $89.09 $283K - $320K
8.69K $693K
NPO
Enpro Industries, Inc

Industrials
1.33K
New
$137.27 - $193.1 $183K - $258K
1.33K $255K
FTSD
Franklin ETF Tr Liberty Short

ETFs
2.79K
+ 27.46%
$90.19 - $91.19 $252K - $255K
13K $1.18M
ROP
Roper Technologies Inc

Industrials
1.26K
+ 6.25%
$519.19 - $590.78 $652K - $741K
21.3K $12.1M
RXI
Ishares Tr

ETFs
679
+ 5.72%
$157.03 - $192.24 $107K - $131K
12.5K $2.36M
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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