Cetera Investment Advisers Purchases in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FID
First Tr Exchange Trded Fd Vi

ETFs
4.78K
+ 7.84%
$15.83 - $17.53 $75.6K - $83.7K
65.7K $1.13M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
7.97K
+ 19.03%
$40.67 - $48.92 $324K - $390K
49.8K $2.03M
VIV
Telefonica Brasil S.A.

Communication Services
12.1K
+ 39.46%
$7.5 - $9.4 $90.7K - $114K
42.7K $372K
UPWK
Upwork, Inc

Industrials
10.8K
New
$12.34 - $17.44 $133K - $189K
10.8K $141K
COLD
Americold Realty Trust

Real Estate
6.52K
+ 39.39%
$20.74 - $23.05 $135K - $150K
23.1K $494K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
12.7K
+ 72.16%
$10.81 - $11.42 $137K - $145K
30.3K $329K
EGP
Eastgroup Properties Inc

Real Estate
518
+ 16.81%
$155.63 - $187.46 $80.6K - $97.1K
3.6K $634K
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
6.04K
+ 18.76%
$19.55 - $20.33 $118K - $123K
38.2K $777K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
2.24K
+ 18.28%
$54.94 - $69.15 $123K - $155K
14.5K $835K
ENS
Ener Sys

Industrials
1.59K
+ 19.27%
$89.62 - $103.2 $143K - $165K
9.87K $903K
MTD
Mettler Toledo International Inc

Healthcare
156
+ 14.51%
$1177.09 - $1390.0 $184K - $217K
1.23K $1.45M
RY
Royal Bank Of Canada

Financial Services
4.02K
+ 9.91%
$108.81 - $123.4 $438K - $496K
44.6K $5.03M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
8.23K
+ 13.5%
$26.53 - $29.63 $218K - $244K
69.2K $1.86M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
2.87K
+ 13.31%
$26.47 - $29.92 $75.9K - $85.8K
24.4K $713K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
2.03K
+ 2.61%
$25.21 - $26.38 $51.2K - $53.5K
79.7K $2.1M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
7.67K
+ 5.86%
$31.51 - $33.34 $242K - $256K
138K $4.37M
CDE
Coeur Mining, Inc.

Basic Materials
23K
New
$5.02 - $7.29 $115K - $167K
23K $135K
EMQQ
Emqq Emerging Markets Internet

ETFs
1.37K
+ 6.19%
$33.17 - $40.71 $45.4K - $55.8K
23.5K $897K
MMSC
First Tr ETF Viii Multi Manage

ETFs
11K
+ 42.8%
$17.87 - $22.2 $196K - $244K
36.6K $665K
KMPR
Kemper Corp

Financial Services
1.98K
+ 39.99%
$62.81 - $69.5 $124K - $137K
6.91K $462K
SAND
Sandstorm Gold LTD

Basic Materials
14.9K
+ 140.17%
$5.54 - $7.65 $82.7K - $114K
25.6K $193K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
3.38K
+ 4.78%
$22.98 - $24.13 $77.6K - $81.5K
74.1K $1.77M
HURN
Huron Consulting Group Inc.

Industrials
525
+ 17.38%
$121.09 - $152.46 $63.6K - $80K
3.55K $508K
PICK
Ishares Inc Msci Global Select

ETFs
3.24K
+ 16.54%
$34.93 - $38.35 $113K - $124K
22.9K $819K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
811
+ 3.48%
$42.3 - $53.69 $34.3K - $43.5K
24.1K $1.26M
CHK
Chesapeake Energy Corp

Energy
1.53K
+ 7.96%
N/A
20.8K $1.78M
FCAL
First Tr Iii Calif Mun High In

ETFs
3.61K
+ 6.89%
$48.53 - $49.76 $175K - $180K
56K $2.72M
ISCV
Ishares Morningstar Small Cap

ETFs
5.12K
+ 12.32%
$58.11 - $66.0 $298K - $338K
46.7K $2.77M
PEO
Adams Natural Resources Fund, Inc.

Financial Services
4.8K
+ 23.09%
$21.34 - $23.86 $102K - $115K
25.6K $583K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
14.7K
+ 7.94%
$10.37 - $10.83 $152K - $159K
200K $2.07M
CAE
Cae Inc

Industrials
5.66K
+ 49.7%
$23.09 - $26.78 $131K - $152K
17K $419K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
6.61K
+ 29.54%
$19.35 - $20.45 $128K - $135K
29K $569K
PTEU
Pacer Fds Tr Trendpilot Europe

ETFs
1.22K
+ 4.15%
$23.71 - $28.59 $28.9K - $34.9K
30.6K $834K
SEMR
Se Mrush Holdings, Inc.

Technology
14.1K
New
$9.27 - $18.37 $131K - $260K
14.1K $131K
WEX
Wex Inc.

Technology
1.18K
+ 40.45%
$148.29 - $186.78 $175K - $220K
4.09K $642K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
2.72K
+ 8.95%
$67.43 - $75.54 $184K - $206K
33.1K $2.27M
GLP
Global Partners LP

Energy
196
+ 1.12%
$46.0 - $59.88 $9.02K - $11.7K
17.7K $944K
RMBS
Rambus Inc

Technology
3.02K
+ 12.34%
$51.55 - $68.59 $156K - $207K
27.5K $1.42M
RLI
Rli Corp

Financial Services
8.96K
+ 128.34%
$71.75 - $163.21 $643K - $1.46M
15.9K $1.28M
WOMN
Impact Shs Fds I Tr Ywca Women

ETFs
3.42K
+ 51.8%
$37.45 - $40.88 $128K - $140K
10K $384K
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
6.13K
+ 49.2%
$18.9 - $20.05 $116K - $123K
18.6K $364K
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
14K
New
$8.86 - $9.3 $124K - $131K
14K $129K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
4.11K
+ 38.8%
$32.69 - $34.66 $134K - $142K
14.7K $486K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
17.7K
+ 3.43%
$48.02 - $53.02 $850K - $939K
534K $26.4M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
12.8K
+ 28.32%
$16.18 - $18.56 $208K - $238K
58.2K $941K
NG
Novagold Resources Inc

Basic Materials
44K
New
$2.92 - $3.57 $128K - $157K
44K $128K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
1.66K
+ 12.4%
$50.99 - $55.74 $84.6K - $92.5K
15K $824K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
7
+ 0.05%
$60.74 - $73.87 $425 - $517
13.1K $970K
KIE
Spdr S&P Insurance ETF

ETFs
1.14K
+ 7.75%
$54.24 - $60.81 $61.7K - $69.1K
15.8K $956K
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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