Cetera Investment Advisers Purchases in Q2 2025

Cetera Investment Advisers

  • $55.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AXS
Axis Capital Holdings LTD

Financial Services
1.11K
+ 13.5%
$87.23 - $106.93 $96.9K - $119K
9.34K $969K
IBMO
Ishares Tr Ibonds December 202

ETFs
5.54K
+ 13.88%
$25.32 - $25.63 $140K - $142K
45.4K $1.16M
BIBL
Northern Lts Fd Tr Iv

ETFs
133
+ 0.28%
$33.5 - $41.33 $4.46K - $5.5K
47.6K $1.97M
JFR
Nuveen Floating Rate Income Fund

Financial Services
17.1K
+ 8.41%
$7.51 - $8.49 $128K - $145K
220K $1.86M
PTLO
Portillo'S Inc.

Consumer Cyclical
12.4K
New
$10.34 - $13.35 $128K - $166K
12.4K $144K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
10.2K
+ 5.02%
$18.94 - $21.67 $192K - $220K
212K $4.49M
EVRI
Everi Holdings Inc.

Consumer Cyclical
10.1K
New
$13.27 - $14.24 $134K - $143K
10.1K $143K
FNV
Franco Nevada Corp

Basic Materials
480
+ 4.75%
$143.04 - $178.17 $68.7K - $85.5K
10.6K $1.74M
INGR
Ingredion Inc

Consumer Defensive
1.02K
+ 8.9%
$123.22 - $140.95 $125K - $143K
12.5K $1.69M
INDY
Ishares India 50 ETF

ETFs
1.93K
+ 18.29%
$48.44 - $54.73 $93.5K - $106K
12.5K $679K
ATR
Aptargroup, Inc.

Healthcare
770
+ 29.26%
$133.66 - $158.53 $103K - $122K
3.4K $532K
AZZ
Azz Inc

Industrials
1.18K
+ 42.27%
$75.58 - $95.07 $89.3K - $112K
3.98K $375K
RRC
Range Resources Corp

Energy
2.21K
+ 3.11%
$32.1 - $43.23 $71.1K - $95.7K
73.4K $2.98M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
2.2K
+ 2.1%
$16.37 - $18.59 $36.1K - $41K
107K $1.98M
STE
Steris PLC

Healthcare
196
+ 2.8%
$208.55 - $252.55 $40.9K - $49.5K
7.2K $1.73M
PPC
Pilgrims Pride Corp

Consumer Defensive
5.51K
+ 48.71%
$44.55 - $56.26 $245K - $310K
16.8K $756K
IBMP
Ishares Tr Ibonds December 202

ETFs
5.47K
+ 21.27%
$24.98 - $25.35 $137K - $139K
31.2K $789K
PTC
Ptc Inc.

Technology
253
+ 4.58%
$136.74 - $173.24 $34.6K - $43.8K
5.78K $996K
SHYD
Vaneck Short High Yield Muni E

ETFs
5.97K
+ 12.5%
$21.84 - $22.79 $130K - $136K
53.8K $1.21M
LVS
Las Vegas Sands Corp

Consumer Cyclical
886
+ 4.33%
$30.7 - $44.12 $27.2K - $39.1K
21.4K $929K
CAMT
Camtek LTD

Technology
217
+ 4.69%
$50.56 - $84.56 $11K - $18.3K
4.84K $409K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
5.97K
+ 1.29%
$21.01 - $21.59 $126K - $129K
469K $10.1M
JXI
Ishares Tr Global Utils ETF

ETFs
1.24K
+ 12.54%
$64.56 - $74.02 $79.7K - $91.4K
11.1K $817K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
7.45K
+ 6.25%
$18.83 - $19.22 $140K - $143K
127K $2.42M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
1.8K
+ 9.51%
$53.93 - $61.5 $97K - $111K
20.7K $1.27M
ZETA
Zeta Global Holdings Corp.

Technology
7K
+ 48.61%
$11.02 - $16.81 $77.1K - $118K
21.4K $331K
OLO
Olo Inc.

Technology
15.2K
New
$5.84 - $9.7 $89K - $148K
15.2K $135K
AUR
Aurora Innovation, Inc.

Technology
44.9K
+ 66.49%
$5.17 - $8.14 $232K - $365K
112K $588K
CNP
Centerpoint Energy Inc

Utilities
2.23K
+ 2.19%
$35.5 - $39.05 $79K - $86.9K
104K $3.82M
FORM
Formfactor Inc

Technology
2.47K
+ 30.81%
$23.18 - $35.26 $57.3K - $87.1K
10.5K $360K
GTIP
Goldman Sachs ETF Tr Access In

ETFs
3.8K
+ 4.36%
$48.64 - $50.07 $185K - $190K
90.9K $4.5M
ISCV
Ishares Morningstar Small Cap

ETFs
591
+ 1.27%
$51.37 - $61.54 $30.4K - $36.4K
47.3K $2.9M
PNFP
Pinnacle Financial Partners Inc

Financial Services
546
+ 3.26%
$87.19 - $111.51 $47.6K - $60.9K
17.3K $1.91M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
699
+ 3.35%
$16.58 - $24.56 $11.6K - $17.2K
21.6K $529K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
6.28K
+ 66.85%
$20.13 - $22.17 $126K - $139K
15.7K $339K
BNY
Blackrock New York Municipal Income Trust

Financial Services
19.2K
+ 17.63%
$9.59 - $10.28 $184K - $198K
128K $1.24M
ASEA
Global X Funds Global X Ftse S

ETFs
3.63K
+ 3.21%
$13.78 - $16.93 $50.1K - $61.5K
117K $1.91M
HXL
Hexcel Corp

Industrials
1.94K
+ 16.1%
$47.49 - $57.32 $92.1K - $111K
14K $790K
JHMD
John Hancock ETF Tr Multifacto

ETFs
2.13K
+ 14.24%
$31.34 - $38.59 $66.8K - $82.3K
17.1K $654K
NNN
National Retail Properties, Inc.

Real Estate
2.64K
+ 8.13%
$37.56 - $43.42 $99K - $114K
35K $1.51M
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
10.7K
New
$10.72 - $12.16 $115K - $131K
10.7K $130K
HTRB
Hartford Fds Total Return Bd E

ETFs
3.79K
+ 2.45%
$33.14 - $34.12 $126K - $129K
159K $5.37M
NWBI
Northwest Bancshares, Inc.

Financial Services
9.63K
+ 95.54%
$10.9 - $12.84 $105K - $124K
19.7K $251K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.32K
+ 4.89%
$146.74 - $176.07 $194K - $232K
28.3K $4.59M
DPZ
Dominos Pizza Inc

Consumer Cyclical
564
+ 3.97%
$430.72 - $497.52 $243K - $281K
14.8K $6.66M
FLIA
Franklin Templeton ETF Tr Libe

ETFs
4.15K
+ 3.16%
$20.21 - $20.59 $84K - $85.5K
136K $2.79M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
320
+ 1.84%
$82.93 - $99.12 $26.5K - $31.7K
17.7K $1.75M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
1.35K
+ 3.95%
$20.94 - $26.47 $28.2K - $35.6K
35.4K $936K
DRIV
Global X Fds Global X Autonomo

ETFs
300
+ 0.54%
$17.75 - $23.51 $5.33K - $7.05K
56K $1.31M
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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