Cetera Investment Advisers Purchases in Q2 2025

Cetera Investment Advisers

  • $55.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HSIC
Henry Schein Inc

Healthcare
637
+ 12.94%
$62.7 - $73.66 $39.9K - $46.9K
5.56K $406K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
5.39K
+ 9.68%
$12.76 - $14.51 $68.8K - $78.2K
61.1K $875K
QTWO
Q2 Holdings, Inc.

Technology
65
+ 1.38%
$68.72 - $95.27 $4.47K - $6.19K
4.77K $445K
SMB
Vaneck Short Muni ETF

ETFs
3.76K
+ 10.16%
$16.86 - $17.26 $63.3K - $64.8K
40.7K $702K
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
817
+ 27.97%
$64.97 - $78.38 $53.1K - $64K
3.74K $285K
IMFL
Invesco Ex Tr Self Indx Fd Tr
660
+ 4.06%
$22.43 - $27.68 $14.8K - $18.3K
16.9K $468K
SNN
Smith & Nephew PLC

Healthcare
983
+ 5.87%
$24.97 - $30.63 $24.5K - $30.1K
17.7K $543K
SPE
Special Opportunities Fund, Inc.

Financial Services
3.81K
+ 19.51%
$13.34 - $15.49 $50.8K - $59K
23.3K $361K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
5.8K
+ 9.26%
$10.28 - $11.04 $59.6K - $64K
68.4K $754K
GPOR
Gulfport Energy Corp

Energy
219
+ 16.68%
$158.62 - $206.57 $34.7K - $45.2K
1.53K $308K
IRDM
Iridium Communications Inc.

Communication Services
1.39K
+ 15.97%
$21.57 - $30.17 $30K - $42K
10.1K $304K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
7.96K
+ 10.58%
$9.43 - $10.29 $75.1K - $81.9K
83.2K $838K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
1.48K
+ 2.52%
$41.2 - $42.29 $60.9K - $62.5K
60.1K $2.54M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
8.37K
+ 10.77%
$9.85 - $11.67 $82.4K - $97.7K
86.1K $968K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
1.72K
+ 1.65%
$31.58 - $37.56 $54.3K - $64.6K
106K $3.92M
RVT
Royce Value Trust, Inc.

Financial Services
2.49K
+ 7.38%
$12.5 - $15.21 $31.2K - $37.9K
36.3K $546K
JUPW
Jupiter Wellness, Inc.

Healthcare
22K
+ 43.42%
N/A
72.6K $212K
TIGR
Up Fintech Holding LTD

Financial Services
1.39K
+ 2.84%
$6.64 - $9.97 $9.2K - $13.8K
50.2K $484K
WDS
Woodside Energy Group LTD

Energy
1.76K
+ 4.36%
$11.5 - $16.77 $20.2K - $29.4K
42K $648K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
3.88K
+ 23.43%
$13.21 - $14.85 $51.3K - $57.6K
20.4K $303K
HL
Hecla Mining CO

Basic Materials
6.45K
+ 10.92%
$4.54 - $6.45 $29.3K - $41.6K
65.5K $392K
AMCX
Amc Networks Inc.

Communication Services
10.1K
New
$5.55 - $7.04 $56K - $71K
10.1K $63K
AAL
American Airlines Group Inc.

Industrials
5.71K
+ 5.41%
N/A
111K $1.23M
WAL
Western Alliance Bancorporation

Financial Services
713
+ 11.31%
$61.0 - $79.94 $43.5K - $57K
7.02K $547K
BBUC
Brookfield Business Corp

Financial Services
463
+ 4.46%
$22.01 - $31.32 $10.2K - $14.5K
10.8K $338K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
4.62K
+ 9.23%
$8.28 - $9.42 $38.3K - $43.5K
54.7K $514K
LPG
Dorian Lpg Ltd.

Energy
1.54K
+ 12.75%
$17.34 - $25.75 $26.7K - $39.6K
13.6K $331K
MKC
Mccormick & CO Inc

Consumer Defensive
3.66K
+ 11.01%
$71.11 - $82.25 $260K - $301K
36.9K $2.8M
RCS
Pimco Strategic Income Fund, Inc

Financial Services
1.67K
+ 2.35%
$5.27 - $7.02 $8.82K - $11.8K
73K $507K
CHY
Calamos Convertible & High Income Fund

Financial Services
330
+ 0.51%
$9.18 - $10.99 $3.03K - $3.63K
64.6K $710K
HPP
Hudson Pacific Properties, Inc.

Real Estate
22.5K
New
$1.86 - $3.08 $41.8K - $69.2K
22.5K $61K
EWL
Ishares Inc Msci Switzerlnd

ETFs
407
+ 3.17%
$47.04 - $56.27 $19.1K - $22.9K
13.2K $725K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
2.69K
+ 23.72%
$21.71 - $22.3 $58.4K - $60K
14K $312K
HNDL
Strategy Shs

ETFs
197
+ 0.2%
$19.2 - $21.66 $3.78K - $4.27K
99.6K $2.16M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
1.57K
+ 2.63%
$22.36 - $23.73 $35K - $37.1K
61.1K $1.45M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
10.2K
+ 20.05%
$5.09 - $5.8 $51.9K - $59.1K
61K $353K
ABCB
Ameris Bancorp

Financial Services
476
+ 11.85%
$50.69 - $64.92 $24.1K - $30.9K
4.49K $290K
JMIA
Jumia Technologies Ag

Consumer Cyclical
5K
+ 23.94%
$1.73 - $4.02 $8.64K - $20.1K
25.9K $103K
KSS
Kohls Corp

Consumer Cyclical
6K
+ 21.64%
$6.13 - $9.4 $36.8K - $56.4K
33.7K $285K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
1.09K
+ 12.4%
$35.95 - $42.85 $39.3K - $46.8K
9.91K $417K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
3.36K
+ 2.37%
$10.79 - $14.14 $36.3K - $47.5K
145K $1.99M
BHC
Bausch Health Companies Inc.

Healthcare
8.4K
+ 73.4%
$4.32 - $6.66 $36.3K - $56K
19.8K $132K
BIO
Bio Rad Laboratories, Inc.

Healthcare
260
+ 13.46%
$216.56 - $256.68 $56.3K - $66.7K
2.19K $528K
DFSD
Dimensional ETF Tr Short Durat

ETFs
677
+ 1.31%
$47.09 - $48.01 $31.9K - $32.5K
52.4K $2.52M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
2.54K
+ 19.23%
$23.03 - $23.64 $58.5K - $60.1K
15.8K $369K
SDG
Ishares Trust Ishares Msci Glo

ETFs
411
+ 5.37%
$65.66 - $77.49 $27K - $31.8K
8.07K $612K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
3.78K
+ 7.02%
$10.73 - $12.54 $40.6K - $47.4K
57.6K $715K
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
6.52K
+ 13.33%
$4.43 - $5.39 $28.9K - $35.1K
55.4K $298K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
2.35K
+ 2.56%
$22.57 - $23.23 $52.9K - $54.5K
94K $2.18M
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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