Cetera Investment Advisers Purchases in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
675K
+ 15.79%
$33.98 - $39.84 $22.9M - $26.9M
4.95M $170M
EMB
Ishares Tr

ETFs
109K
+ 23.49%
$88.64 - $92.03 $9.65M - $10M
572K $51.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
106K
+ 4.43%
$91.45 - $91.75 $9.68M - $9.71M
2.49M $229M
GE
General Electric CO

Industrials
8.08K
+ 3.08%
$168.59 - $212.13 $1.36M - $1.71M
270K $54.1M
FNDF
Schwab Fundamental Intl Large

ETFs
215K
+ 24.5%
$32.9 - $37.45 $7.08M - $8.06M
1.09M $39.5M
YJUN
First Tr Exchange Traded Fd Vi
448K
+ 370.65%
$21.51 - $23.37 $9.64M - $10.5M
569K $12.9M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
36.9K
+ 32.63%
$80.53 - $147.57 $2.97M - $5.45M
150K $19.8M
TMUS
T Mobile Us, Inc.

Communication Services
21.3K
+ 21.96%
$211.3 - $272.83 $4.51M - $5.82M
119K $31.6M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
153K
+ 15.7%
$61.9 - $66.89 $9.46M - $10.2M
1.13M $71.5M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
153K
+ 7.25%
$78.0 - $84.37 $11.9M - $12.9M
2.26M $180M
AIQ
Global X Funds Global X Artifi

ETFs
290K
+ 96.25%
$36.38 - $42.77 $10.6M - $12.4M
592K $21.5M
XLU
Utilities Sector Spdr

ETFs
93.3K
+ 12.24%
$74.7 - $80.27 $6.97M - $7.49M
855K $67.4M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
233K
+ 572.15%
$41.51 - $44.56 $9.65M - $10.4M
273K $11.5M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
99.7K
+ 16.6%
$53.69 - $62.68 $5.35M - $6.25M
700K $42.1M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
10.8K
+ 20.05%
$402.49 - $513.76 $4.35M - $5.56M
64.8K $31.4M
SCHQ
Schwab Strategic Tr Long Term

ETFs
288K
+ 687.34%
$30.72 - $33.22 $8.84M - $9.56M
330K $10.8M
CSCO
Cisco Systems, Inc.

Technology
112K
+ 11.97%
$58.74 - $64.87 $6.6M - $7.29M
1.05M $64.8M
OUNZ
Van Eck Merk Gold Trust

ETFs
47.6K
+ 2.96%
$25.41 - $30.14 $1.21M - $1.43M
1.66M $49.9M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
182K
+ 31.1%
$49.75 - $50.27 $9.05M - $9.14M
766K $38.3M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
182K
+ 48.9%
$51.3 - $56.76 $9.32M - $10.3M
553K $29.3M
CVS
Cvs Health Corp

Healthcare
26.2K
+ 8.21%
$44.22 - $68.64 $1.16M - $1.8M
345K $23.4M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
132K
+ 76.27%
$56.44 - $64.13 $7.46M - $8.48M
306K $18.8M
CTAS
Cintas Corp

Industrials
29K
+ 22.61%
$182.09 - $208.14 $5.28M - $6.04M
157K $32.3M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
160K
New
$52.16 - $56.68 $8.32M - $9.04M
160K $8.88M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
111K
+ 21.94%
$66.9 - $71.57 $7.4M - $7.92M
615K $43.3M
ABT
Abbott Laboratories

Healthcare
11.1K
+ 2.96%
$111.1 - $140.22 $1.23M - $1.55M
385K $51M
SO
Southern CO

Utilities
38.3K
+ 7.12%
$80.96 - $92.96 $3.1M - $3.56M
576K $53M
FDVV
Fidelity High Dividend ETF

ETFs
179K
+ 28.46%
$48.86 - $52.28 $8.75M - $9.36M
809K $40.1M
XLI
Industrial Sector Spdr

ETFs
68.1K
+ 17.52%
$128.78 - $141.67 $8.77M - $9.64M
457K $59.8M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
168K
+ 19.97%
$44.68 - $46.49 $7.51M - $7.81M
1.01M $46.8M
FDL
First Tr Morningstar Dividend

ETFs
66.4K
+ 3.7%
$39.69 - $43.83 $2.63M - $2.91M
1.86M $80.9M
TIP
Ishares Tr Tips Bd ETF

ETFs
65.8K
+ 23.55%
$106.22 - $111.09 $6.98M - $7.3M
345K $38.3M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
243K
New
$34.58 - $38.65 $8.41M - $9.4M
243K $8.55M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
138K
+ 23.21%
$89.18 - $104.04 $12.3M - $14.3M
732K $67M
QUAL
Ishares Msci Usa Quality Facto

ETFs
134K
+ 6.68%
$168.16 - $186.21 $22.6M - $25M
2.15M $367M
VNQ
Vanguard Specialized Funds Van

ETFs
73.6K
+ 6.14%
$85.55 - $94.34 $6.3M - $6.94M
1.27M $115M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
50.4K
+ 13.43%
$196.12 - $229.48 $9.89M - $11.6M
426K $86.1M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
154K
+ 15.38%
$50.87 - $51.09 $7.85M - $7.88M
1.16M $59.1M
PSI
Invesco Exchange Traded Fd Tr

ETFs
173K
+ 772.09%
$47.38 - $64.98 $8.2M - $11.2M
195K $9.26M
VCIT
Vanguard Intermediate Term Cor

ETFs
83.7K
+ 11.31%
$79.17 - $82.04 $6.62M - $6.86M
823K $67.3M
BBUS
J P Morgan Exchg Traded Fd

ETFs
91.1K
+ 34.01%
$99.5 - $110.97 $9.07M - $10.1M
359K $36.2M
AVEM
American Centy ETF Tr Avantis

ETFs
126K
+ 59.19%
$57.11 - $62.4 $7.17M - $7.83M
338K $20.3M
HOOD
Robinhood Markets, Inc.

Technology
176K
+ 169.78%
$35.63 - $65.28 $6.26M - $11.5M
279K $11.6M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
529K
+ 58.13%
$14.22 - $14.83 $7.53M - $7.85M
1.44M $20.8M
WMB
Williams Companies, Inc.

Energy
74K
+ 12.64%
$54.02 - $61.09 $4M - $4.52M
659K $39.4M
O
Realty Income Corp

Real Estate
54.5K
+ 5.65%
$51.67 - $58.49 $2.82M - $3.19M
1.02M $59.1M
ELV
Elevance Health, Inc.

Healthcare
9.86K
+ 19.65%
$365.9 - $436.25 $3.61M - $4.3M
60K $26.1M
AVDV
American Centy ETF Tr Avantis

ETFs
105K
+ 193.69%
$63.74 - $71.96 $6.66M - $7.52M
158K $11.1M
SCHO
Schwab Short Term Us Treasury

ETFs
297K
+ 37.17%
$24.1 - $24.34 $7.17M - $7.24M
1.1M $26.7M
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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