Cetera Investment Advisers Purchases in Q2 2025

Cetera Investment Advisers

  • $55.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FBNC
First Bancorp

Financial Services
4.69K
New
$36.02 - $44.09 $169K - $207K
4.69K $206K
MLPX
Global X Mlp & Energy Infrastr

ETFs
7.89K
+ 3.15%
$55.32 - $65.02 $437K - $513K
258K $16.2M
REZI
Resideo Technologies, Inc.

Industrials
9.37K
New
$14.69 - $22.46 $138K - $210K
9.37K $206K
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
8.51K
New
$22.08 - $24.18 $188K - $206K
8.51K $205K
OPFI
Opp Fi Inc.

Technology
14.7K
New
$7.92 - $14.61 $116K - $215K
14.7K $205K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
8.51K
New
$19.54 - $28.28 $166K - $241K
8.51K $204K
LC
Lending Club Corp

Financial Services
14.9K
+ 105.93%
$8.56 - $12.03 $127K - $179K
28.9K $347K
HST
Host Hotels & Resorts, Inc.

Real Estate
6.14K
+ 6.57%
$12.7 - $16.07 $78K - $98.7K
99.6K $1.53M
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
11.2K
New
$17.18 - $18.29 $193K - $205K
11.2K $200K
USO
United States Oil Fund, LP

ETFs
3.4K
+ 29.47%
$62.37 - $83.12 $212K - $283K
14.9K $1.09M
RE
Everest Re Group LTD

Financial Services
536
+ 17.49%
N/A
3.6K $1.33M
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
11.7K
New
$15.35 - $17.0 $180K - $199K
11.7K $198K
TEF
Telefonica S A

Communication Services
35.6K
+ 170.62%
$4.37 - $5.39 $156K - $192K
56.5K $295K
BRP
Brp Group, Inc.

Financial Services
4.95K
New
N/A
4.95K $198K
AMG
Affiliated Managers Group, Inc.

Financial Services
194
+ 3.54%
$143.35 - $197.67 $27.8K - $38.3K
5.68K $1.12M
ST
Sensata Technologies Holding PLC

Technology
2.47K
+ 11.81%
$17.69 - $30.11 $43.7K - $74.4K
23.4K $704K
S
Sentinel One, Inc.

Technology
10.5K
+ 21.14%
$16.17 - $20.34 $169K - $213K
60.1K $1.1M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
3.94K
+ 3.28%
$20.31 - $24.1 $80K - $94.9K
124K $2.99M
SANM
Sanmina Corp

Technology
1.09K
+ 27.13%
$67.3 - $98.07 $73.6K - $107K
5.13K $501K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.86K
+ 1.14%
$47.02 - $47.83 $134K - $137K
254K $12.2M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
5.19K
+ 25.71%
$28.35 - $31.3 $147K - $162K
25.4K $794K
MCG
Membership Collective Group Inc.

Consumer Cyclical
27.8K
New
N/A
27.8K $192K
GILT
Gilat Satellite Networks LTD

Technology
26.9K
New
$5.47 - $7.09 $147K - $191K
26.9K $191K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
22.8K
+ 25.95%
$8.43 - $8.77 $193K - $200K
111K $963K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
2.07K
+ 28.74%
$55.5 - $69.0 $115K - $143K
9.29K $641K
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
15.6K
New
$10.25 - $12.25 $160K - $191K
15.6K $191K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
2.57K
+ 1.36%
$49.79 - $50.59 $128K - $130K
191K $9.67M
NOV
Nov Inc.

Energy
15.3K
New
$11.11 - $15.41 $170K - $235K
15.3K $189K
CX
Cemex Sab De Cv

Basic Materials
19.9K
+ 53.16%
$5.02 - $7.19 $99.8K - $143K
57.3K $396K
TRFM
ETF Ser Solutions Aam Transfor
100
+ 0.47%
$29.9 - $43.19 $2.99K - $4.32K
21.2K $913K
WY
Weyerhaeuser CO

Real Estate
16.9K
+ 24.53%
$24.69 - $29.48 $418K - $499K
86K $2.21M
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
588
+ 3.77%
$60.05 - $75.31 $35.3K - $44.3K
16.2K $1.22M
AOR
Ishares Tr Core Growth Allocat

ETFs
912
+ 2.82%
$53.36 - $61.57 $48.7K - $56.2K
33.3K $2.05M
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
11K
New
$15.13 - $16.84 $166K - $185K
11K $185K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
11.7K
+ 7.11%
$10.59 - $11.48 $124K - $134K
176K $2.02M
ADUS
Addus Home Care Corp

Healthcare
1.07K
+ 28.82%
$96.32 - $118.0 $103K - $127K
4.8K $552K
CTSH
Cognizant Technology Solutions Corp

Technology
1.52K
+ 3.61%
$66.47 - $81.81 $101K - $124K
43.6K $3.4M
H
Hyatt Hotels Corp

Consumer Cyclical
278
+ 3.31%
$104.22 - $139.65 $29K - $38.8K
8.67K $1.21M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
5.99K
+ 16.14%
$28.18 - $29.22 $169K - $175K
43.1K $1.26M
VIV
Telefonica Brasil S.A.

Communication Services
5.9K
+ 13.81%
$8.28 - $11.4 $48.9K - $67.3K
48.6K $554K
FTI
Technip Fmc PLC

Energy
2.3K
+ 6.19%
$23.18 - $35.33 $53.2K - $81.1K
39.4K $1.36M
WTS
Watts Water Technologies Inc

Industrials
523
+ 43.19%
$180.4 - $247.22 $94.3K - $129K
1.73K $426K
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
1.5K
+ 2.36%
$22.98 - $27.84 $34.5K - $41.8K
65.2K $1.81M
FSV
First Service Corp

Real Estate
925
+ 55.26%
$158.93 - $179.74 $147K - $166K
2.6K $453K
TRU
Trans Union

Industrials
665
+ 2.85%
$69.26 - $91.89 $46.1K - $61.1K
24K $2.11M
BMI
Badger Meter Inc

Technology
223
+ 10.56%
$170.72 - $254.17 $38.1K - $56.7K
2.33K $571K
AFSM
First Tr Exchange Traded Fd Vi

ETFs
1.8K
+ 3.0%
$24.81 - $29.88 $44.7K - $53.8K
61.9K $1.85M
PSR
Invesco Actively

ETFs
2.09K
+ 11.9%
$81.92 - $93.07 $171K - $195K
19.7K $1.79M
REXR
Rexford Industrial Realty, Inc.

Real Estate
5.85K
+ 52.73%
$31.57 - $39.41 $185K - $231K
17K $603K
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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