Cetera Investment Advisers Purchases in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BGRN
Ishares Trust Ishares Usd Gre

ETFs
2.11K
+ 2.34%
$46.26 - $47.48 $97.7K - $100K
92.3K $4.37M
PBRA
Petroleo Bras Ads (Ea Reptg 2
12.7K
+ 116.01%
N/A
23.7K $310K
UDR
Udr, Inc.

Real Estate
2.85K
+ 13.08%
$40.09 - $46.04 $114K - $131K
24.6K $1.11M
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
2.77K
+ 1.48%
$34.06 - $36.44 $94.2K - $101K
190K $6.7M
VALQ
American Centy ETF Tr Stoxx Us

ETFs
2.75K
+ 71.04%
$59.69 - $64.36 $164K - $177K
6.61K $401K
LEU
Centrus Energy Corp

Energy
2.92K
+ 82.4%
$62.21 - $119.74 $181K - $349K
6.46K $401K
PKB
Invesco Exchange Traded Fd Tr

ETFs
3.02K
+ 67.12%
$66.66 - $82.75 $201K - $250K
7.52K $506K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
1.57K
+ 3.38%
$55.76 - $59.54 $87.5K - $93.5K
48K $2.79M
BOCT
Innovator U.S. Equity Buffer E

ETFs
8.93K
+ 5.03%
$41.53 - $44.57 $371K - $398K
186K $7.83M
TPHD
Timothy Plan High Divid Stk Et

ETFs
2.87K
+ 6.45%
$36.09 - $38.27 $104K - $110K
47.4K $1.78M
EMGF
Ishares Msci Emerging Markets

ETFs
1.75K
+ 3.34%
$44.18 - $48.23 $77.3K - $84.4K
54.2K $2.53M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
6.57K
+ 3.32%
$23.29 - $23.38 $153K - $154K
205K $4.78M
UMBF
Umb Financial Corp

Financial Services
1.86K
+ 88.09%
$98.0 - $122.56 $182K - $227K
3.96K $400K
FEMS
First Trust Emerging Markets S

ETFs
5.22K
+ 8.97%
$36.09 - $39.16 $188K - $204K
63.4K $2.36M
STE
Steris PLC

Healthcare
63
+ 0.91%
$202.46 - $232.74 $12.8K - $14.7K
7K $1.59M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
1.14K
+ 4.82%
$189.39 - $204.09 $216K - $232K
24.7K $4.73M
ESI
Element Solutions Inc

Basic Materials
14.1K
+ 25.03%
$22.61 - $27.55 $318K - $388K
70.3K $1.59M
CALM
Cal Maine Foods Inc

Consumer Defensive
3.93K
+ 23.81%
$80.87 - $115.8 $318K - $455K
20.4K $1.86M
BDC
Belden Inc.

Technology
2.02K
+ 55.5%
$99.82 - $122.07 $201K - $246K
5.65K $566K
BVN
Buenaventura Mining CO Inc

Basic Materials
10.1K
New
$11.97 - $15.79 $120K - $159K
10.1K $157K
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
10.3K
New
$13.04 - $17.59 $134K - $181K
10.3K $157K
RKLB
Rocket Lab Usa, Inc.

Industrials
21.9K
+ 70.38%
$17.12 - $31.57 $375K - $691K
53K $948K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
19.4K
+ 48.3%
$7.6 - $7.96 $148K - $155K
59.6K $462K
MUST
Columbia ETF Tr I Multi Sector

ETFs
8.35K
+ 10.78%
$20.08 - $20.62 $168K - $172K
85.8K $1.73M
KIO
Kkr Income Opportunities Fund

Financial Services
15.2K
+ 51.89%
$12.16 - $13.6 $185K - $207K
44.5K $547K
ARLP
Alliance Resource Partners LP

Energy
3.88K
+ 8.02%
$24.47 - $29.24 $94.9K - $113K
52.3K $1.43M
CPNG
Coupang, Inc.

Consumer Cyclical
7.15K
+ 9.23%
$21.34 - $25.52 $153K - $182K
84.6K $1.86M
NTRS
Northern Trust Corp

Financial Services
1.76K
+ 32.04%
$96.09 - $113.81 $169K - $200K
7.25K $714K
ANIK
Anika Therapeutics, Inc.

Healthcare
10.1K
New
$15.03 - $17.97 $152K - $182K
10.1K $151K
MFUS
Pimco Rafi Dynamic Multi Facto

ETFs
2.75K
+ 13.97%
$48.91 - $52.91 $134K - $145K
22.4K $1.13M
KOMP
Spdr S&P Kensho New Economies

ETFs
4.11K
+ 43.59%
$46.49 - $54.36 $191K - $224K
13.6K $630K
UGI
Ugi Corp

Utilities
872
+ 3.46%
$28.0 - $34.16 $24.4K - $29.8K
26.1K $862K
WEN
Wendy'S CO

Consumer Cyclical
15.1K
+ 36.28%
$14.17 - $16.17 $213K - $244K
56.6K $827K
PFL
Pimco Income Strategy Fund

Financial Services
15.3K
+ 18.09%
$8.39 - $8.6 $128K - $131K
99.8K $858K
DLTR
Dollar Tree, Inc.

Consumer Defensive
1.96K
+ 17.37%
$61.92 - $76.95 $122K - $151K
13.3K $995K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
3.65K
+ 39.41%
$32.66 - $36.43 $119K - $133K
12.9K $451K
MGEE
Mge Energy Inc

Utilities
1.91K
+ 6.99%
$85.7 - $94.18 $163K - $179K
29.2K $2.71M
ADMA
Adma Biologics, Inc.

Healthcare
670
+ 1.34%
$15.44 - $20.61 $10.3K - $13.8K
50.5K $1M
NSA
National Storage Affiliates Trust

Real Estate
983
+ 1.33%
$35.92 - $39.59 $35.3K - $38.9K
74.7K $2.94M
NTES
Net Ease, Inc.

Communication Services
885
+ 21.54%
$87.72 - $109.14 $77.6K - $96.6K
4.99K $513K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
2.76K
+ 10.83%
$38.5 - $43.78 $106K - $121K
28.3K $1.16M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.67K
+ 24.36%
$119.87 - $145.05 $200K - $242K
8.51K $1.07M
QDF
Flexshares Quality Dividend In

ETFs
2.42K
+ 28.09%
$67.19 - $73.37 $162K - $177K
11K $753K
PLTM
Granite Shares Platinum Trust

ETFs
12.3K
+ 42.15%
$8.9 - $9.71 $109K - $119K
41.5K $401K
ASC
Ardmore Shipping Corp

Industrials
14.8K
New
$9.06 - $13.6 $134K - $201K
14.8K $144K
BIT
Black Rock Multi Sector Income Trust

Financial Services
10.4K
+ 21.94%
$14.43 - $14.85 $150K - $154K
57.6K $833K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
2.36K
+ 6.36%
$90.12 - $109.07 $212K - $257K
39.4K $3.81M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
1.73K
+ 51.96%
$81.8 - $88.86 $141K - $153K
5.05K $426K
MOS
Mosaic CO

Basic Materials
3.51K
+ 17.68%
$23.08 - $28.8 $81K - $101K
23.4K $631K
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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