Cetera Investment Advisers Purchases in Q2 2025

Cetera Investment Advisers

  • $55.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IAE
Voya Asia Pacific High Dividend Equity Income Fund

Financial Services
11.8K
New
$5.4 - $7.04 $63.9K - $83.3K
11.8K $83K
EVGO
E Vgo Inc.

Consumer Cyclical
15K
+ 53.0%
$2.41 - $4.61 $36K - $69K
43.2K $157K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
5.36K
+ 17.69%
$19.12 - $22.36 $103K - $120K
35.7K $762K
STLD
Steel Dynamics Inc

Basic Materials
843
+ 4.02%
N/A
21.8K $2.14M
ARMK
Aramark

Industrials
573
+ 7.42%
$30.39 - $42.1 $17.4K - $24.1K
8.29K $347K
DVLU
First Tr ETF Vi Dorsey Wright

ETFs
1.49K
+ 5.77%
$24.6 - $29.86 $36.7K - $44.6K
27.4K $816K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3.53K
+ 1.73%
$23.29 - $23.38 $82.2K - $82.5K
208K $4.86M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
3.06K
+ 15.5%
$22.15 - $23.69 $67.7K - $72.4K
22.8K $539K
KIM
Kimco Realty Corp

Real Estate
4.55K
+ 7.18%
$18.7 - $21.69 $85.1K - $98.7K
67.9K $1.43M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
1.08K
+ 21.1%
$52.22 - $73.66 $56.3K - $79.4K
6.19K $408K
EAPR
Innovator Etfs Tr Emerging Mkt
1.68K
+ 7.39%
$24.71 - $27.99 $41.5K - $47K
24.4K $683K
PLUG
Plug Power Inc

Industrials
49.3K
+ 109.97%
$0.7 - $1.49 $34.5K - $73.5K
94.1K $140K
UBSI
United Bankshares Inc

Financial Services
1.66K
+ 14.85%
$31.5 - $37.32 $52.4K - $62.1K
12.9K $468K
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
3.75K
+ 20.16%
$17.8 - $20.34 $66.7K - $76.2K
22.3K $444K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
931
+ 7.87%
$14.1 - $22.95 $13.1K - $21.4K
12.8K $275K
FOLD
Amicus Therapeutics, Inc.

Healthcare
13.8K
New
$5.64 - $8.0 $78K - $111K
13.8K $79K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
13.8K
New
$4.93 - $5.9 $67.8K - $81.2K
13.8K $79K
M
Macy'S, Inc.

Consumer Cyclical
8.05K
+ 49.57%
$10.02 - $13.19 $80.7K - $106K
24.3K $283K
NBTB
Nbt Bancorp Inc

Financial Services
2.71K
+ 11.05%
$38.62 - $44.8 $105K - $121K
27.2K $1.13M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
3.52K
+ 9.21%
$20.04 - $20.55 $70.5K - $72.3K
41.7K $855K
UPWK
Upwork, Inc

Industrials
5.55K
+ 51.37%
$11.8 - $17.5 $65.5K - $97.2K
16.4K $219K
AVTR
Avantor, Inc.

Basic Materials
11.5K
+ 40.16%
$11.94 - $16.29 $138K - $188K
40.3K $542K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
2.17K
+ 1.85%
$14.37 - $16.29 $31.2K - $35.3K
120K $1.95M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
18.5K
+ 24.4%
$3.97 - $5.84 $73.4K - $108K
94.3K $477K
UVV
Universal Corp

Consumer Defensive
1.15K
+ 27.76%
$50.84 - $65.39 $58.6K - $75.4K
5.31K $309K
PBW
Invesco Exchange Traded Fd Tr

ETFs
1.14K
+ 8.97%
$13.42 - $20.22 $15.3K - $23.1K
13.9K $276K
SAIC
Science Applications International Corp

Technology
620
+ 3.41%
$100.22 - $123.41 $62.1K - $76.5K
18.8K $2.11M
UNTY
Unity Bancorp Inc

Financial Services
565
+ 7.27%
$38.73 - $47.19 $21.9K - $26.7K
8.34K $392K
DWMF
Wisdomtree Tr Intl Multifactor

Industrials
1.86K
+ 23.5%
$27.11 - $31.9 $50.3K - $59.2K
9.76K $306K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
1.33K
+ 5.55%
$16.83 - $20.38 $22.4K - $27.1K
25.3K $516K
PDN
Invesco Fd Tr

ETFs
123
+ 0.95%
$30.37 - $38.92 $3.74K - $4.79K
13.1K $510K
GIL
Gildan Activewear Inc.

Consumer Cyclical
259
+ 2.11%
$37.68 - $50.22 $9.76K - $13K
12.5K $615K
FYLD
Cambria Foreign Shareholder Yi

ETFs
1.74K
+ 17.58%
$23.46 - $29.42 $40.9K - $51.3K
11.7K $340K
LDSF
First Tr ETF Viii Low Duration

ETFs
3.57K
+ 10.5%
$18.64 - $19.01 $66.5K - $67.8K
37.5K $713K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
305
+ 5.05%
$28.07 - $43.66 $8.56K - $13.3K
6.34K $276K
POWI
Power Integrations Inc

Technology
902
+ 21.06%
$42.13 - $59.01 $38K - $53.2K
5.18K $289K
RNR
Renaissancere Holdings LTD

Financial Services
247
+ 5.59%
$220.37 - $253.95 $54.4K - $62.7K
4.67K $1.13M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
466
+ 0.22%
$21.85 - $22.76 $10.2K - $10.6K
209K $4.76M
SVC
Service Properties Trust

Real Estate
36.9K
+ 54.46%
$1.78 - $2.63 $65.6K - $97K
105K $249K
GRFS
Grifols Sa

Healthcare
471
+ 1.34%
$6.49 - $9.09 $3.06K - $4.28K
35.7K $322K
PHT
Pioneer High Income Fund, Inc.

Financial Services
7.05K
+ 16.4%
$7.06 - $8.09 $49.8K - $57K
50K $404K
HIW
Highwoods Properties, Inc.

Real Estate
1.53K
+ 9.4%
$25.31 - $31.85 $38.8K - $48.9K
17.8K $554K
MMS
Maximus, Inc.

Industrials
894
+ 19.78%
$65.54 - $76.8 $58.6K - $68.7K
5.41K $379K
PRGO
Perrigo CO PLC

Healthcare
3.2K
+ 30.23%
$24.36 - $27.91 $78K - $89.4K
13.8K $368K
GYLD
Arrow ETF Tr Arrow Dow Jones G

ETFs
5.06K
+ 26.37%
$11.91 - $13.4 $60.3K - $67.9K
24.3K $318K
IBTM
Ishares Tr Ibonds Dec 2032 Ter
2.81K
+ 8.3%
$22.46 - $23.12 $63K - $64.9K
36.6K $843K
ABEV
Ambev S.A.

Consumer Defensive
24.9K
+ 21.51%
$2.15 - $2.55 $53.6K - $63.6K
141K $339K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
490
+ 2.3%
$2.85 - $6.24 $1.4K - $3.06K
21.8K $135K
GUT
Gabelli Utility Trust

Financial Services
1.58K
+ 1.21%
$4.95 - $5.81 $7.8K - $9.16K
132K $766K
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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