Cetera Investment Advisers Purchases in Q2 2025

Cetera Investment Advisers

  • $55.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FNDB
Schwab Fundamental U S Broad M

ETFs
9.88K
+ 60.89%
$20.36 - $23.98 $201K - $237K
26.1K $626K
BRX
Brixmor Property Group Inc.

Real Estate
11K
+ 19.94%
N/A
66.2K $1.51M
CFLT
Confluent, Inc.

Technology
6.58K
+ 11.42%
$19.44 - $24.93 $128K - $164K
64.2K $1.6M
ITT
Itt Inc.

Industrials
414
+ 6.22%
$112.67 - $157.95 $46.6K - $65.4K
7.07K $1.11M
FNDA
Schwab Fundamental U S Small C

ETFs
3.95K
+ 3.66%
$23.85 - $28.69 $94.2K - $113K
112K $3.21M
PATK
Patrick Industries Inc

Consumer Cyclical
2.38K
+ 64.75%
$74.33 - $93.03 $177K - $222K
6.06K $558K
ZM
Zoom Video Communications, Inc.

Technology
1.88K
+ 7.75%
$66.7 - $84.62 $125K - $159K
26.1K $2.03M
ENVA
Enova International, Inc.

Financial Services
1.38K
+ 22.04%
$85.91 - $111.52 $118K - $153K
7.61K $849K
PDP
Invesco Exchange Traded Fd Tr

ETFs
201
+ 0.77%
$89.44 - $108.59 $18K - $21.8K
26.3K $2.86M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
3.23K
New
$70.32 - $76.56 $227K - $247K
3.23K $247K
MTX
Minerals Technologies Inc

Basic Materials
4.48K
New
$50.93 - $63.06 $228K - $282K
4.48K $246K
MPV
Barings Participation Investors

Financial Services
333
+ 0.35%
$15.85 - $20.11 $5.28K - $6.7K
96K $1.93M
CBU
Community Bank System, Inc.

Financial Services
4.28K
+ 39.22%
$50.88 - $58.16 $218K - $249K
15.2K $863K
SBAC
Sba Communications Corp

Real Estate
545
+ 7.0%
$208.57 - $243.4 $114K - $133K
8.34K $1.96M
AL
Air Lease Corp

Industrials
711
+ 3.59%
$40.46 - $58.71 $28.8K - $41.7K
20.5K $1.2M
BMAR
Innovator U.S. Equity Buffer E

ETFs
2K
+ 4.86%
$41.56 - $49.04 $83.2K - $98.1K
43.2K $2.12M
TM
Toyota Motor Corp

Consumer Cyclical
2.01K
+ 8.28%
$158.63 - $195.39 $319K - $394K
26.3K $4.54M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
6.94K
+ 98.02%
$45.71 - $61.66 $317K - $428K
14K $675K
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
8.67K
+ 65.66%
$8.01 - $16.55 $69.4K - $143K
21.9K $361K
SIG
Signet Jewelers LTD

Consumer Cyclical
3
+ 0.03%
$50.77 - $82.74 $152 - $248
11.2K $889K
MILN
Global X Funds Global X Millen

ETFs
1.56K
+ 5.46%
$38.03 - $48.8 $59.4K - $76.2K
30.2K $1.47M
PJT
Pjt Partners Inc.

Financial Services
1.45K
New
$125.44 - $166.41 $182K - $241K
1.45K $239K
ARLO
Arlo Technologies, Inc.

Industrials
14K
New
$8.41 - $17.36 $118K - $244K
14K $238K
CWEN
Clearway Energy, Inc.

Utilities
6.98K
+ 80.44%
$26.74 - $32.22 $187K - $225K
15.6K $500K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
1.13K
+ 13.16%
$140.84 - $163.09 $159K - $184K
9.69K $1.58M
UEC
Uranium Energy Corp

Energy
15.7K
+ 24.2%
$4.0 - $7.05 $63K - $111K
80.8K $549K
HYHG
Proshares High Yield Interest

ETFs
2.87K
+ 4.19%
$61.25 - $64.99 $176K - $187K
71.4K $4.63M
PFUT
Putnam ETF Tr Putnam Sustainab

ETFs
9.39K
New
$19.6 - $25.26 $184K - $237K
9.39K $237K
XP
Xp Inc.

Financial Services
85
+ 0.23%
$12.69 - $20.62 $1.08K - $1.75K
36.6K $738K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
705
+ 0.93%
$16.5 - $21.35 $11.6K - $15.1K
76.9K $1.64M
BSCV
Invesco ETF Self Indexed Fd Tr
13.8K
+ 54.46%
$15.97 - $16.53 $221K - $229K
39.3K $649K
LANC
Lancaster Colony Corp

Consumer Defensive
1.36K
New
$159.67 - $192.9 $217K - $262K
1.36K $234K
PAHC
Phibro Animal Health Corp

Healthcare
7.28K
+ 63.03%
$16.53 - $25.66 $120K - $187K
18.8K $480K
ZEUS
Olympic Steel Inc

Basic Materials
7.17K
New
$28.11 - $34.92 $202K - $250K
7.17K $233K
ZION
Zions Bancorporation, National Association

Financial Services
2.84K
+ 6.92%
$41.39 - $51.94 $118K - $148K
43.9K $2.28M
MT
Arcelor Mittal

Basic Materials
7.35K
New
$23.47 - $31.65 $172K - $233K
7.35K $232K
BGT
Blackrock Floating Rate Income Trust

Financial Services
18.5K
New
$10.95 - $12.62 $203K - $234K
18.5K $232K
RWK
Invesco Exchange Traded Fd Tr

ETFs
346
+ 1.62%
$94.8 - $117.22 $32.8K - $40.6K
21.7K $2.54M
PKG
Packaging Corp Of America

Consumer Cyclical
2.64K
+ 9.52%
$175.97 - $201.36 $464K - $531K
30.4K $5.72M
EDV
Vanguard Extended Duration Tre

ETFs
13.1K
+ 7.67%
$62.83 - $72.45 $823K - $949K
184K $12.4M
AGYS
Agilysys Inc

Technology
2.01K
New
$65.76 - $118.19 $132K - $238K
2.01K $230K
INCO
Columbia ETF Tr Ii Columbia In

ETFs
849
+ 2.6%
$57.46 - $65.66 $48.8K - $55.7K
33.5K $2.17M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
4.62K
+ 15.17%
$32.77 - $38.72 $152K - $179K
35.1K $1.36M
RKT
Rocket Companies, Inc.

Financial Services
11K
+ 31.5%
$11.11 - $15.4 $122K - $169K
45.7K $648K
PFIG
Invesco ETF Tr Ii Fundamental

ETFs
9.33K
+ 96.62%
$23.47 - $24.07 $219K - $225K
19K $456K
L
Loews Corp

Financial Services
2.49K
+ 53.46%
$80.89 - $92.09 $202K - $230K
7.16K $655K
PII
Polaris Inc.

Consumer Cyclical
5.68K
+ 53.03%
$31.97 - $42.61 $181K - $242K
16.4K $665K
QAI
Iq Hedge Multi Strategy Compos

ETFs
7.01K
New
$29.76 - $32.32 $209K - $227K
7.01K $226K
SMTC
Semtech Corp

Technology
5.01K
New
$24.34 - $45.62 $122K - $228K
5.01K $226K
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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