Cetera Investment Advisers Purchases in Q3 2024

Cetera Investment Advisers

  • $44.2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
113K
+ 10.5%
$47.29 - $52.55 $5.33M - $5.92M
1.19M $62.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
42.9K
+ 4.4%
$75.32 - $84.37 $3.23M - $3.62M
1.02M $85.1M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
56.6K
+ 11.65%
$94.31 - $103.26 $5.34M - $5.85M
543K $55.7M
RWL
Invesco Exchange Traded Fd Tr

ETFs
79.5K
+ 61.49%
$90.36 - $98.07 $7.18M - $7.79M
209K $20.5M
PDI
Pimco Dynamic Income Fund

Financial Services
364K
+ 64.93%
$18.7 - $20.25 $6.8M - $7.37M
924K $18.7M
T
At&T Inc.

Communication Services
4.97K
+ 0.18%
$18.21 - $22.28 $90.5K - $111K
2.79M $61.3M
CBOE
Cboe Global Markets, Inc.

Financial Services
32.8K
+ 81.37%
$168.57 - $213.65 $5.53M - $7.01M
73.1K $14.9M
AXP
American Express CO

Financial Services
10.1K
+ 7.53%
$225.92 - $271.17 $2.28M - $2.73M
144K $39M
FDL
First Tr Morningstar Dividend

ETFs
22.6K
+ 1.28%
$37.66 - $42.06 $850K - $950K
1.78M $74.7M
LQD
Ishares Iboxx $ Investment Gra

ETFs
41.7K
+ 7.47%
$106.11 - $113.72 $4.42M - $4.74M
600K $67.8M
JPM
Jpmorgan Chase & CO

Financial Services
1.66K
+ 0.19%
$194.9 - $224.8 $324K - $373K
882K $186M
ITOT
Ishares Core S&P Total U.S. St

ETFs
29.8K
+ 4.99%
$113.41 - $125.62 $3.38M - $3.74M
626K $78.7M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
242K
+ 42.25%
$28.09 - $30.4 $6.8M - $7.36M
815K $24.7M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
278K
+ 20.51%
$23.04 - $24.06 $6.4M - $6.69M
1.63M $39.3M
IFN
India Fund Inc

Financial Services
403K
+ 1925.29%
$17.61 - $19.23 $7.09M - $7.74M
424K $8.06M
BMY
Bristol Myers Squibb CO

Healthcare
37.7K
+ 6.87%
$39.66 - $51.75 $1.49M - $1.95M
586K $30.3M
MMM
3 M CO

Industrials
8.4K
+ 4.57%
$99.69 - $139.42 $837K - $1.17M
192K $26.3M
IGRO
Ishares Tr International Divid

ETFs
87.3K
+ 70.09%
$66.7 - $75.25 $5.82M - $6.57M
212K $15.8M
ITA
Ishares Tr

ETFs
23.5K
+ 10.62%
$131.58 - $149.64 $3.09M - $3.51M
245K $36.6M
VHT
Vanguard Health Care ETF

ETFs
8.54K
+ 2.78%
$261.88 - $288.1 $2.24M - $2.46M
316K $89.1M
CEG
Constellation Energy Corp

Utilities
14.9K
+ 25.29%
$167.08 - $262.86 $2.49M - $3.91M
73.7K $19.2M
DVY
Ishares Tr

ETFs
15.5K
+ 4.2%
$119.99 - $135.74 $1.86M - $2.11M
386K $52.1M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
74.1K
+ 25.95%
$64.57 - $71.76 $4.78M - $5.32M
360K $25.8M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
74.4K
+ 4.35%
$33.74 - $37.96 $2.51M - $2.83M
1.79M $67.1M
NVDA
Nvidia Corp

Technology
173K
+ 2.6%
$98.91 - $134.91 $17.1M - $23.3M
6.82M $828M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3.93K
+ 1.44%
$256.4 - $289.78 $1.01M - $1.14M
277K $78.5M
OKE
Oneok Inc

Energy
9.9K
+ 1.58%
$78.62 - $95.27 $778K - $943K
635K $57.8M
PCF
High Income Securities Fund

Financial Services
1.01M
+ 142.3%
$6.41 - $6.89 $6.49M - $6.97M
1.72M $11.8M
PH
Parker Hannifin Corp

Industrials
1.07K
+ 2.19%
$501.01 - $635.92 $534K - $678K
49.6K $31.4M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
108K
+ 424.86%
$62.4 - $62.4 $6.73M - $6.73M
133K $8.31M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
13.2K
+ 1.53%
$101.72 - $112.94 $1.34M - $1.49M
876K $98.9M
CRM
Salesforce, Inc.

Technology
5.55K
+ 1.86%
$238.42 - $276.53 $1.32M - $1.53M
303K $83M
MO
Altria Group, Inc.

Consumer Defensive
16.6K
+ 1.65%
$45.95 - $54.71 $762K - $907K
1.02M $52M
VT
Vanguard Total World Stk Index

ETFs
27.5K
+ 6.5%
$107.72 - $119.96 $2.96M - $3.3M
451K $53.9M
BBUS
J P Morgan Exchg Traded Fd

ETFs
51K
+ 30.51%
$93.22 - $103.58 $4.76M - $5.29M
218K $22.6M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
38.6K
+ 71.01%
$97.96 - $124.99 $3.78M - $4.82M
92.9K $11.6M
PEP
Pepsico Inc

Consumer Defensive
21.6K
+ 4.8%
$161.9 - $179.3 $3.5M - $3.88M
473K $80.4M
OUNZ
Van Eck Merk Gold Trust

ETFs
59K
+ 3.95%
$22.51 - $25.83 $1.33M - $1.52M
1.55M $39.5M
FDVV
Fidelity High Dividend ETF

ETFs
74.5K
+ 13.72%
$46.26 - $50.65 $3.45M - $3.77M
618K $31.3M
CGXU
Capital Group Intl Focus Equit

ETFs
167K
+ 15.06%
$24.27 - $27.46 $4.04M - $4.57M
1.27M $34.3M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.27K
+ 0.76%
$386.81 - $423.12 $489K - $535K
168K $71.1M
URI
United Rentals, Inc.

Industrials
1.82K
+ 6.77%
$627.41 - $814.1 $1.14M - $1.48M
28.7K $23.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3.41K
+ 6.0%
$531.86 - $624.21 $1.81M - $2.13M
60.2K $37.2M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
32.4K
+ 56.93%
$152.9 - $180.39 $4.95M - $5.84M
89.2K $15.6M
VDC
Vanguard Consumer Staples ETF

ETFs
10.6K
+ 4.78%
$201.77 - $221.32 $2.13M - $2.34M
232K $50.7M
VBK
Vanguard Small Cap Growth ETF

ETFs
3.26K
+ 1.16%
$240.48 - $267.94 $783K - $873K
285K $76.2M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
35.1K
+ 6.89%
$71.86 - $78.56 $2.52M - $2.75M
544K $42.7M
SCHO
Schwab Short Term Us Treasury

ETFs
108K
+ 40.12%
$47.93 - $49.06 $5.19M - $5.31M
378K $18.5M
XOM
Exxon Mobil Corp

Energy
24.7K
+ 1.98%
$109.72 - $119.0 $2.71M - $2.93M
1.27M $149M
Activity Summary
Buys All Purchases 2114 New Holdings 229 Increased Positions 1885 Sells All Sells 1499 Reductions 1499 Sold out 0 Options Calls 6 Puts 12
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