Cetera Investment Advisers Purchases in Q2 2025

Cetera Investment Advisers

  • $55.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MC
Moelis & CO

Financial Services
465
+ 6.73%
$48.86 - $62.99 $22.7K - $29.3K
7.38K $459K
TRMD
Torm PLC

Energy
3.22K
+ 22.39%
$13.97 - $19.2 $45K - $61.8K
17.6K $293K
WDI
Western Asset Diversified Income Fund

ETFs
3.03K
+ 10.9%
$12.85 - $14.92 $38.9K - $45.1K
30.8K $456K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
360
+ 5.05%
$34.38 - $44.36 $12.4K - $16K
7.49K $332K
ANIK
Anika Therapeutics, Inc.

Healthcare
9.41K
+ 93.12%
$10.58 - $15.05 $99.5K - $142K
19.5K $206K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
584
+ 0.2%
$8.45 - $9.78 $4.93K - $5.71K
293K $2.85M
UNOV
Earth Science Tech, Inc.

ETFs
307
+ 1.48%
$32.19 - $36.09 $9.88K - $11.1K
21K $758K
PSTL
Postal Realty Trust, Inc.

Real Estate
2.86K
+ 10.23%
$12.59 - $15.36 $36K - $43.9K
30.8K $453K
EGHT
8 X8 Inc

Technology
28K
New
$1.58 - $2.07 $44.2K - $58K
28K $54K
IMO
Imperial Oil LTD

Energy
291
+ 6.8%
$60.22 - $81.91 $17.5K - $23.8K
4.57K $363K
CRUS
Cirrus Logic, Inc.

Technology
292
+ 6.05%
$77.43 - $107.58 $22.6K - $31.4K
5.12K $533K
PRGS
Progress Software Corp

Technology
7
+ 0.16%
$54.68 - $64.66 $383 - $453
4.28K $273K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
4.33K
+ 7.26%
$7.0 - $8.06 $30.3K - $34.9K
64K $515K
CGNX
Cognex Corp

Technology
920
+ 7.49%
$23.27 - $32.07 $21.4K - $29.5K
13.2K $418K
FOX
Fox Corp Cl B (De)

Communication Services
1.36K
+ 8.23%
$43.81 - $53.0 $59.5K - $72K
17.9K $922K
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
974
+ 24.79%
$45.67 - $52.02 $44.5K - $50.7K
4.9K $255K
BL
Blackline, Inc.

Technology
29
+ 0.48%
$42.27 - $58.22 $1.23K - $1.69K
6.09K $344K
DOUG
Douglas Elliman Inc.

Real Estate
7.33K
+ 12.98%
$1.53 - $2.95 $11.2K - $21.6K
63.8K $148K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
2.55K
+ 19.54%
N/A
15.6K $315K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
5.77K
+ 1.55%
$26.4 - $29.61 $152K - $171K
379K $11M
SPNS
Sapiens International Corp N V

Technology
960
+ 9.07%
$23.92 - $30.03 $23K - $28.8K
11.5K $337K
ALKS
Alkermes Plc.

Healthcare
3.39K
+ 32.28%
$26.59 - $32.65 $90.2K - $111K
13.9K $397K
ASX
Ase Technology Holding Co., Ltd.

Technology
345
+ 1.17%
$7.42 - $10.65 $2.56K - $3.67K
29.9K $309K
FULT
Fulton Financial Corp

Financial Services
2.88K
+ 12.45%
$15.13 - $18.4 $43.6K - $53.1K
26K $469K
GDRX
Good Rx Holdings, Inc.

Healthcare
10.1K
New
$3.74 - $5.07 $37.7K - $51.1K
10.1K $50K
STAG
Stag Industrial, Inc.

Real Estate
1.08K
+ 1.61%
$30.08 - $37.02 $32.5K - $40K
68.2K $2.47M
VSEC
Vse Corp

Industrials
238
+ 14.11%
$103.15 - $140.55 $24.5K - $33.5K
1.93K $252K
ARKO
Arko Corp.

Consumer Cyclical
10.2K
+ 48.37%
$3.65 - $5.29 $37.4K - $54.1K
31.4K $132K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
882
+ 6.87%
$38.16 - $46.72 $33.7K - $41.2K
13.7K $607K
BITF
Bitfarms LTD

Financial Services
10.6K
+ 1.36%
$0.68 - $1.16 $7.22K - $12.3K
790K $663K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
150
+ 1.76%
$105.8 - $131.55 $15.9K - $19.7K
8.66K $1.11M
GH
Guardant Health, Inc.

Healthcare
21
+ 0.42%
$37.05 - $52.04 $778 - $1.09K
4.98K $259K
GUG
Guggenheim Active Allocation Fund

ETFs
2.31K
+ 11.89%
$13.98 - $15.75 $32.3K - $36.4K
21.7K $340K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
4.56K
+ 11.48%
$14.51 - $15.62 $66.2K - $71.3K
44.3K $666K
MSM
Msc Industrial Direct CO Inc

Industrials
221
+ 5.53%
$70.15 - $85.48 $15.5K - $18.9K
4.22K $358K
PUK
Prudential PLC

Financial Services
144
+ 1.13%
$18.03 - $25.49 $2.6K - $3.67K
12.9K $322K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
3.55K
+ 20.44%
$30.03 - $40.05 $106K - $142K
20.9K $736K
CTOS
Custom Truck One Source, Inc.

Industrials
1.01K
+ 1.72%
$3.39 - $5.07 $3.41K - $5.1K
59.3K $293K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
731
+ 7.57%
N/A
10.4K $672K
RPV
Invesco Exchange Traded Fd Tr

ETFs
357
+ 3.77%
$81.66 - $93.76 $29.2K - $33.5K
9.82K $920K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.09K
+ 1.57%
$22.81 - $22.97 $47.7K - $48K
135K $3.1M
BBAX
J P Morgan Betabuilders Develo

ETFs
101
+ 1.44%
$42.69 - $54.65 $4.31K - $5.52K
7.11K $387K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
679
+ 2.34%
$17.58 - $21.07 $11.9K - $14.3K
29.6K $616K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
6.6K
+ 18.0%
N/A
43.3K $308K
PGNY
Progyny, Inc.

Healthcare
2.81K
+ 6.64%
$20.52 - $23.42 $57.6K - $65.8K
45.1K $992K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
272
+ 8.43%
$62.11 - $78.98 $16.9K - $21.5K
3.5K $269K
STEP
Step Stone Group Inc.

Financial Services
535
+ 9.74%
$42.46 - $60.26 $22.7K - $32.2K
6.03K $334K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
3.6K
+ 5.47%
$8.72 - $10.05 $31.3K - $36.1K
69.4K $697K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
1.92K
+ 13.61%
$22.66 - $23.35 $43.5K - $44.8K
16K $372K
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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