Cetera Investment Advisers Purchases in Q2 2025

Cetera Investment Advisers

  • $55.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CWENA
Clearway Energy Inc Cl A
3.64K
+ 35.1%
N/A
14K $483K
GFL
Gfl Environmental Inc.

Industrials
1.75K
+ 10.01%
$42.93 - $51.58 $75.3K - $90.4K
19.3K $972K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
1.84K
+ 8.46%
$25.48 - $31.98 $46.9K - $58.8K
23.6K $754K
PEXL
Pacer Fds Tr Us Export Leaders

ETFs
1.54K
+ 22.03%
$38.79 - $51.93 $59.6K - $79.8K
8.51K $442K
PFS
Provident Financial Services Inc

Financial Services
1.24K
+ 0.44%
$14.69 - $17.98 $18.3K - $22.4K
284K $4.98M
TTEC
Ttec Holdings, Inc.

Technology
25.9K
New
$3.27 - $5.55 $84.6K - $144K
25.9K $124K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
2.39K
+ 16.3%
$30.77 - $35.62 $73.7K - $85.3K
17.1K $608K
EWI
Ishares Inc Msci Italy ETF

ETFs
1.73K
+ 25.42%
$36.6 - $48.32 $63.3K - $83.6K
8.54K $410K
WEX
Wex Inc.

Technology
1.11K
+ 27.09%
$113.47 - $161.8 $126K - $179K
5.2K $764K
EXPI
Exp World Holdings, Inc.

Real Estate
15.2K
+ 59.7%
$7.46 - $9.89 $113K - $150K
40.7K $370K
GFF
Griffon Corp

Industrials
1.59K
+ 28.84%
$64.73 - $74.97 $103K - $119K
7.09K $513K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
14.8K
+ 19.16%
$9.54 - $10.33 $141K - $153K
91.8K $901K
XYLG
Global X Fds S&P 500 Covered C

ETFs
3.61K
+ 20.08%
$23.63 - $27.55 $85.3K - $99.5K
21.6K $594K
LUMN
Lumen Technologies, Inc.

Communication Services
16.3K
+ 15.8%
$3.07 - $4.51 $50.1K - $73.7K
120K $524K
PBA
Pembina Pipeline Corp

Energy
6.42K
+ 13.3%
$35.16 - $40.88 $226K - $263K
54.7K $2.05M
RRX
Regal Rexnord Corp

Industrials
196
+ 6.71%
$94.06 - $147.0 $18.4K - $28.8K
3.12K $451K
LEG
Leggett & Platt Inc

Consumer Cyclical
13.3K
New
$6.56 - $9.72 $87.1K - $129K
13.3K $118K
NI
Nisource Inc.

Utilities
2.36K
+ 2.5%
$37.11 - $40.64 $87.6K - $96K
96.8K $3.9M
NMI
Nuveen Municipal Income Fund Inc

Financial Services
11.8K
New
$9.4 - $10.05 $110K - $118K
11.8K $118K
MAS
Masco Corp

Industrials
4.54K
+ 13.42%
$58.73 - $71.06 $267K - $323K
38.4K $2.47M
NNOX
Nano X Imaging Ltd.

Healthcare
21.7K
+ 82.04%
$4.1 - $5.71 $88.8K - $124K
48.1K $248K
BLW
Blackrock LTD Duration Income Trust

Financial Services
7.97K
+ 13.33%
$12.75 - $14.21 $102K - $113K
67.7K $960K
IYM
Ishares Tr

ETFs
204
+ 1.24%
$116.16 - $140.01 $23.7K - $28.6K
16.7K $2.34M
MTD
Mettler Toledo International Inc

Healthcare
104
+ 8.45%
$970.15 - $1216.57 $101K - $127K
1.34K $1.57M
DGX
Quest Diagnostics Inc

Healthcare
835
+ 3.63%
N/A
23.8K $3.27M
VMO
Invesco Municipal Opportunity Trust

Financial Services
13.7K
+ 37.16%
$9.0 - $9.58 $123K - $131K
50.5K $463K
NWFL
Norwood Financial Corp

Financial Services
604
+ 0.99%
$21.67 - $26.9 $13.1K - $16.2K
61.7K $1.59M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
237
+ 0.54%
$23.73 - $27.68 $5.62K - $6.56K
44.2K $1.22M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
20.4K
+ 4.01%
$10.78 - $11.57 $220K - $236K
528K $5.96M
CUK
Carnival PLC

Consumer Cyclical
118
+ 0.86%
$14.76 - $25.51 $1.74K - $3.01K
13.8K $351K
XRAY
Dentsply Sirona Inc.

Healthcare
5.84K
+ 27.51%
$12.55 - $16.75 $73.3K - $97.8K
27.1K $429K
DBX
Dropbox, Inc.

Technology
2.41K
+ 10.82%
$25.42 - $29.7 $61.1K - $71.4K
24.6K $704K
GEL
Genesis Energy LP

Energy
5.27K
+ 42.9%
$12.5 - $17.36 $65.8K - $91.4K
17.5K $302K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
32
+ 0.57%
$67.28 - $97.53 $2.15K - $3.12K
5.62K $547K
REZ
Ishares Tr Residential And Mul

ETFs
3.05K
+ 8.84%
$76.14 - $86.35 $232K - $264K
37.6K $3.09M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
96
+ 0.06%
$19.41 - $22.77 $1.86K - $2.19K
152K $3.47M
ESS
Essex Property Trust, Inc.

Real Estate
398
+ 10.54%
N/A
4.17K $1.14M
APPF
Appfolio Inc

Technology
387
+ 21.09%
$192.02 - $234.65 $74.3K - $90.8K
2.22K $511K
HEEM
Ishares Currency Hedged Msci E

ETFs
3.05K
+ 36.18%
$24.94 - $30.1 $75.9K - $91.7K
11.5K $344K
KNTK
Kinetik Holdings Inc.

Energy
4.8K
+ 36.42%
$40.12 - $53.83 $193K - $258K
18K $792K
WTRG
Essential Utilities, Inc.

Utilities
5.95K
+ 12.47%
$36.92 - $41.39 $220K - $246K
53.7K $1.99M
BC
Brunswick Corp

Consumer Cyclical
1.64K
+ 14.48%
$41.93 - $58.37 $68.6K - $95.5K
12.9K $714K
ECLN
First Tr Exchange Traded Fd Iv

ETFs
1.62K
+ 3.34%
$28.4 - $31.77 $46K - $51.5K
50.1K $1.59M
ISMD
Northern Lts Fd Tr Iv

ETFs
2.22K
+ 11.65%
$29.72 - $35.6 $65.9K - $78.9K
21.2K $754K
UHS
Universal Health Services Inc

Healthcare
1.11K
+ 7.74%
$157.05 - $197.94 $175K - $220K
15.5K $2.8M
AX
Axos Financial, Inc.

Financial Services
141
+ 1.75%
$56.36 - $76.85 $7.95K - $10.8K
8.2K $623K
DOCU
Docusign, Inc.

Technology
3.51K
+ 7.29%
$70.35 - $93.84 $247K - $329K
51.6K $4.02M
GRAB
Grab Holdings LTD

Technology
11.2K
+ 11.68%
$3.48 - $5.25 $38.8K - $58.6K
107K $536K
DJD
Invesco Exchange Traded Fd Tr

ETFs
1.67K
+ 4.07%
$47.46 - $53.19 $79.3K - $88.9K
42.7K $2.27M
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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