Cetera Investment Advisers Purchases in Q2 2025

Cetera Investment Advisers

  • $55.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BYND
Beyond Meat, Inc.

Consumer Defensive
10.9K
+ 66.39%
$2.28 - $3.49 $24.9K - $38.1K
27.4K $95K
CE
Celanese Corp

Basic Materials
1.33K
+ 6.54%
$37.49 - $59.36 $49.9K - $79K
21.7K $1.2M
DBEU
Xtrackers Msci Europe Hedged E

ETFs
1.04K
+ 8.78%
$38.92 - $46.4 $40.5K - $48.3K
12.9K $568K
ACVF
ETF Opportunities Tr American

ETFs
1
+ 0.01%
$38.25 - $47.16 $38.3 - $47.2
10.4K $492K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
529
+ 6.74%
$36.58 - $40.39 $19.4K - $21.4K
8.37K $338K
UMBF
Umb Financial Corp

Financial Services
269
+ 6.79%
$86.4 - $107.99 $23.2K - $29K
4.23K $445K
HLAL
Listed Fds Tr Wahed Ftse Usa S

ETFs
245
+ 3.7%
$42.93 - $53.52 $10.5K - $13.1K
6.87K $367K
BCV
Bancroft Fund LTD

Financial Services
900
+ 4.99%
$15.82 - $18.9 $14.2K - $17K
18.9K $358K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
1.52K
+ 5.39%
$14.62 - $16.23 $22.2K - $24.6K
29.6K $481K
DSL
Double Line Income Solutions Fund

Financial Services
10.1K
+ 4.72%
$11.15 - $12.57 $112K - $127K
224K $2.74M
SCD
Lmp Capital & Income Fund Inc.

Financial Services
3.06K
+ 23.61%
$13.57 - $16.83 $41.6K - $51.5K
16K $250K
TDW
Tidewater Inc

Energy
314
+ 4.08%
$32.27 - $48.26 $10.1K - $15.2K
8.01K $369K
CMA
Comerica Inc

Financial Services
523
+ 2.59%
$50.42 - $59.65 $26.4K - $31.2K
20.7K $1.24M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
21.4K
+ 6.48%
$9.75 - $10.96 $208K - $234K
351K $3.64M
SLRC
Slr Investment Corp.

Financial Services
4.3K
+ 11.73%
$14.19 - $17.01 $60.9K - $73.1K
40.9K $660K
DMAT
Global X Fds Disruptive Matls
1.2K
+ 11.1%
$12.11 - $16.79 $14.5K - $20.1K
12K $198K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
183
+ 0.65%
$44.39 - $49.11 $8.12K - $8.99K
28.3K $1.34M
IGE
Ishares Tr North Amern Nat Res

ETFs
1.69K
+ 6.29%
$38.21 - $46.01 $64.4K - $77.6K
28.5K $1.26M
MKTX
Marketaxess Holdings Inc

Financial Services
144
+ 9.97%
$203.19 - $231.09 $29.3K - $33.3K
1.59K $354K
NWN
Northwest Natural Holding CO

Utilities
1.43K
+ 28.46%
$39.62 - $44.11 $56.6K - $63K
6.45K $256K
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
940
+ 5.34%
$9.05 - $12.22 $8.51K - $11.5K
18.5K $217K
ALIT
Alight, Inc.

Technology
9.98K
+ 17.48%
$4.69 - $5.89 $46.8K - $58.8K
67.1K $379K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
2.34K
+ 7.72%
$9.66 - $11.35 $22.6K - $26.6K
32.7K $370K
CYH
Community Health Systems Inc

Healthcare
1.85K
+ 3.71%
$2.39 - $4.35 $4.42K - $8.04K
51.7K $175K
SB
Safe Bulkers, Inc.

Industrials
11.4K
New
$3.05 - $3.88 $34.9K - $44.4K
11.4K $41K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
4.94K
+ 20.63%
$10.66 - $11.83 $52.6K - $58.4K
28.9K $320K
IHE
Ishares Tr

ETFs
1.51K
+ 12.85%
$61.0 - $68.22 $91.8K - $103K
13.2K $866K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
2.05K
+ 6.5%
N/A
33.6K $653K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
1.58K
+ 13.65%
$23.61 - $24.24 $37.3K - $38.3K
13.1K $318K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
2.52K
+ 7.73%
$10.6 - $12.44 $26.7K - $31.4K
35.1K $435K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
1.23K
+ 1.47%
$9.73 - $11.03 $12K - $13.6K
84.7K $934K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
50
+ 0.78%
$89.4 - $99.04 $4.47K - $4.95K
6.45K $623K
CRF
Cornerstone Total Return Fund Inc

Financial Services
1.55K
+ 3.27%
$6.44 - $7.75 $9.99K - $12K
48.9K $379K
NMIH
Nmi Holdings, Inc.

Financial Services
5
+ 0.08%
$32.79 - $42.24 $164 - $211
6.35K $267K
WIX
Wix.Com Ltd.

Technology
295
+ 18.93%
$146.5 - $189.61 $43.2K - $55.9K
1.85K $293K
IXG
Ishares Global Fin'L ETF

ETFs
161
+ 6.24%
$90.79 - $110.82 $14.6K - $17.8K
2.74K $303K
UCBI
United Community Banks Inc

Financial Services
1.32K
+ 13.87%
N/A
10.8K $316K
ATAI
Atai Life Sciences N.V.

Healthcare
17.2K
New
$1.21 - $2.49 $20.8K - $42.9K
17.2K $37K
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
1.39K
+ 6.76%
$17.26 - $19.28 $23.9K - $26.7K
21.9K $422K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
513
+ 4.2%
$22.01 - $27.62 $11.3K - $14.2K
12.7K $351K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
126
+ 0.67%
$19.51 - $23.9 $2.46K - $3.01K
18.9K $451K
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
3.44K
+ 15.68%
$8.7 - $10.12 $29.9K - $34.8K
25.4K $251K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
167
+ 3.07%
$97.18 - $113.06 $16.2K - $18.9K
5.61K $633K
KOKU
Dbx ETF Tr Xtrackers Msci Koku

ETFs
50
+ 1.88%
$87.23 - $109.82 $4.36K - $5.49K
2.71K $297K
FPI
Farmland Partners Inc.

Real Estate
2.06K
+ 6.46%
$9.8 - $11.79 $20.2K - $24.3K
33.9K $390K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
329
+ 6.6%
$79.41 - $86.53 $26.1K - $28.5K
5.32K $459K
NWL
Newell Brands Inc.

Consumer Defensive
10.6K
+ 37.83%
$4.48 - $6.27 $47.5K - $66.5K
38.7K $208K
AIG
American International Group, Inc.

Financial Services
1.49K
+ 2.16%
$77.56 - $87.72 $115K - $131K
70.4K $6.02M
BIT
Black Rock Multi Sector Income Trust

Financial Services
1.85K
+ 3.22%
$13.11 - $14.6 $24.3K - $27K
59.4K $867K
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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