Cetera Investment Advisers Purchases in Q2 2025

Cetera Investment Advisers

  • $55.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NMFC
New Mountain Finance Corp

Financial Services
11K
+ 45.63%
$9.11 - $11.09 $100K - $122K
35.2K $370K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
805
+ 3.76%
$27.43 - $34.32 $22.1K - $27.6K
22.2K $761K
WFRD
Weatherford International PLC

Energy
2.7K
+ 26.77%
$39.17 - $54.26 $106K - $146K
12.8K $642K
VVR
Invesco Senior Income Trust

Financial Services
24K
+ 11.57%
$3.31 - $3.8 $79.6K - $91.3K
232K $880K
MITT
Ag Mortgage Investment Trust, Inc.

Real Estate
12.8K
+ 78.99%
$5.8 - $7.9 $74K - $101K
28.9K $218K
EMQQ
Emqq Emerging Markets Internet

ETFs
454
+ 1.93%
$33.1 - $41.67 $15K - $18.9K
24K $998K
DBE
Invesco Db Energy Fund

ETFs
6.58K
+ 29.11%
$16.8 - $20.54 $111K - $135K
29.2K $543K
PIO
Invesco Exchange Traded Fd Tr

ETFs
554
+ 3.27%
$35.79 - $44.67 $19.8K - $24.7K
17.5K $780K
KIO
Kkr Income Opportunities Fund

Financial Services
6.93K
+ 15.55%
$10.99 - $12.56 $76.1K - $87K
51.4K $646K
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
3.41K
+ 35.96%
$29.02 - $30.78 $98.8K - $105K
12.9K $390K
CLOU
Global X Fds Cloud Computing E

ETFs
843
+ 2.54%
$18.31 - $23.55 $15.4K - $19.9K
34K $793K
RCAT
Red Cat Holdings, Inc.

Technology
13.4K
New
$4.66 - $9.19 $62.3K - $123K
13.4K $97K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
1.68K
+ 11.58%
N/A
16.2K $932K
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
465
+ 6.52%
$83.55 - $102.36 $38.9K - $47.6K
7.59K $777K
FYBR
Frontier Communications Parent, Inc.

Communication Services
2.36K
+ 12.69%
$35.51 - $36.83 $83.8K - $87K
21K $763K
EQAL
Invesco ETF

ETFs
1.61K
+ 19.66%
$41.38 - $49.24 $66.4K - $79K
9.77K $481K
IETC
Ishares U S ETF Tr

ETFs
361
+ 11.07%
$67.28 - $94.0 $24.3K - $33.9K
3.62K $340K
FMNB
Farmers National Banc Corp

Financial Services
2.38K
+ 2.84%
$11.92 - $13.89 $28.4K - $33.1K
86.2K $1.19M
AVDE
American Centy ETF Tr Avantis

ETFs
868
+ 22.33%
$59.32 - $74.36 $51.5K - $64.5K
4.76K $351K
CATY
Cathay General Bancorp

Financial Services
312
+ 0.98%
$37.32 - $45.67 $11.6K - $14.2K
32.2K $1.46M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
2.38K
+ 23.52%
$16.82 - $21.97 $40.1K - $52.4K
12.5K $274K
MDIV
First Trust Multi Asset Divers

ETFs
14.6K
+ 5.74%
$14.96 - $16.41 $219K - $240K
270K $4.26M
IIM
Invesco Value Municipal Income Trust

Financial Services
12.1K
+ 8.31%
$11.31 - $12.11 $137K - $147K
158K $1.84M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
3
+ 0.03%
$43.2 - $57.36 $130 - $172
11K $629K
LEVI
Levi Strauss & CO

Consumer Cyclical
2.5K
+ 15.32%
$12.42 - $18.62 $31K - $46.5K
18.8K $347K
FTGC
First Trust Global Tactical CO

ETFs
16.2K
+ 4.47%
$23.09 - $25.91 $375K - $421K
379K $9.36M
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
804
+ 31.74%
$84.34 - $99.49 $67.8K - $80K
3.34K $329K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
412
+ 1.72%
$46.54 - $55.66 $19.2K - $22.9K
24.4K $1.35M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
16.3K
+ 5.31%
$10.29 - $11.24 $168K - $183K
323K $3.53M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
8.05K
+ 1.74%
$7.05 - $8.02 $56.8K - $64.6K
471K $3.77M
TU
Telus Corp

Communication Services
841
+ 1.86%
$13.82 - $16.49 $11.6K - $13.9K
46.1K $740K
DX
Dynex Capital Inc

Real Estate
8.55K
+ 51.5%
$11.13 - $12.99 $95.2K - $111K
25.1K $307K
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
13.3K
New
N/A
13.3K $91K
HIMX
Himax Technologies, Inc.

Technology
10.1K
New
$5.89 - $9.44 $59.2K - $94.9K
10.1K $89K
IEX
Idex Corp

Industrials
653
+ 14.03%
$160.66 - $191.29 $105K - $125K
5.31K $931K
CVLT
Commvault Systems Inc

Technology
294
+ 13.41%
$139.35 - $190.99 $41K - $56.2K
2.49K $433K
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
14.1K
New
$5.25 - $6.28 $74K - $88.5K
14.1K $88K
WST
West Pharmaceutical Services Inc

Healthcare
941
+ 4.01%
$190.39 - $227.7 $179K - $214K
24.4K $5.34M
QARP
Xtrackers Russell 1000 Us Qual

ETFs
509
+ 1.76%
$46.26 - $53.75 $23.5K - $27.4K
29.4K $1.58M
HBM
Hudbay Minerals Inc.

Basic Materials
3.94K
+ 27.39%
$6.09 - $10.7 $24K - $42.2K
18.3K $194K
LTC
Ltc Properties Inc

Real Estate
2.98K
+ 13.47%
$32.83 - $36.24 $97.7K - $108K
25.1K $868K
SMLR
Semler Scientific, Inc.

Healthcare
722
+ 3.19%
$28.89 - $45.11 $20.9K - $32.6K
23.4K $905K
BCPC
Balchem Corp

Basic Materials
632
+ 25.85%
$150.5 - $170.45 $95.1K - $108K
3.08K $489K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
7.27K
+ 5.92%
$10.7 - $12.22 $77.8K - $88.9K
130K $1.57M
COMM
Comm Scope Holding Company, Inc.

Technology
3.02K
+ 15.06%
$3.02 - $8.28 $9.11K - $25K
23.1K $190K
GTN
Gray Television Inc

Communication Services
15K
+ 19.69%
$3.2 - $4.64 $47.9K - $69.5K
91K $412K
PVH
Pvh Corp.

Consumer Cyclical
851
+ 13.16%
$60.5 - $87.28 $51.5K - $74.3K
7.32K $502K
AOS
Smith A O Corp

Industrials
1.18K
+ 4.68%
$59.63 - $70.52 $70.6K - $83.5K
26.5K $1.74M
SURG
Surge Pays, Inc.

Technology
17.2K
+ 60.99%
$2.23 - $3.36 $38.4K - $57.8K
45.4K $141K
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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