Cetera Investment Advisers Purchases in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PR
Permian Resources Corporation

Energy
6.19K
+ 10.75%
$12.33 - $16.0 $76.3K - $99K
63.8K $883K
STEW
Boulder Growth & Income Fund

Financial Services
1.04K
+ 3.38%
$15.76 - $17.3 $16.4K - $18K
31.8K $547K
AGL
Agilon Health, Inc.

Healthcare
12.5K
New
$1.92 - $4.61 $24.1K - $57.7K
12.5K $54K
OMFS
Invesco Exchange Traded Self I

ETFs
1.79K
+ 19.72%
$36.43 - $41.61 $65.2K - $74.5K
10.9K $413K
PD
Pager Duty, Inc.

Technology
2.93K
+ 22.49%
$15.61 - $19.68 $45.7K - $57.6K
15.9K $291K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
1.22K
+ 27.23%
$91.44 - $106.54 $111K - $130K
5.69K $519K
UTZ
Utz Brands, Inc.

Consumer Defensive
4.97K
+ 46.43%
$13.18 - $15.15 $65.5K - $75.3K
15.7K $220K
BGR
Black Rock Energy & Resources Trust

Financial Services
105
+ 0.21%
$12.77 - $13.89 $1.34K - $1.46K
51.3K $696K
BNY
Blackrock New York Municipal Income Trust

Financial Services
5.28K
+ 5.09%
$10.13 - $10.6 $53.5K - $56K
109K $1.11M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
1.82K
+ 19.03%
$33.17 - $35.48 $60.4K - $64.6K
11.4K $382K
STEP
Step Stone Group Inc.

Financial Services
1.42K
+ 34.81%
$47.81 - $64.82 $67.8K - $92K
5.5K $287K
HAIN
Hain Celestial Group Inc

Consumer Defensive
12.4K
New
$3.58 - $6.19 $44.2K - $76.5K
12.4K $51K
NMRK
Newmark Group, Inc.

Real Estate
7.08K
+ 13.2%
$11.84 - $14.69 $83.8K - $104K
60.7K $738K
HEQT
Simplify Exchange Traded Fds H
2.52K
+ 10.98%
$28.48 - $30.52 $71.9K - $77K
25.5K $728K
BYND
Beyond Meat, Inc.

Consumer Defensive
16.5K
New
$3.05 - $4.4 $50.2K - $72.4K
16.5K $50K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
3.46K
+ 26.37%
$14.31 - $14.8 $49.5K - $51.1K
16.6K $239K
SDG
Ishares Trust Ishares Msci Glo

ETFs
605
+ 8.58%
$69.64 - $76.33 $42.1K - $46.2K
7.66K $554K
TEF
Telefonica S A

Communication Services
9.07K
+ 76.76%
$3.89 - $4.73 $35.3K - $42.9K
20.9K $97K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
962
+ 4.66%
$28.37 - $29.61 $27.3K - $28.5K
21.6K $633K
MSA
Msa Safety Inc

Industrials
624
+ 27.84%
$146.69 - $166.47 $91.5K - $104K
2.87K $420K
POWW
Ammo, Inc.

Industrials
17.9K
+ 21.7%
$1.17 - $1.88 $20.9K - $33.6K
100K $138K
RKT
Rocket Companies, Inc.

Financial Services
1.74K
+ 5.28%
$10.28 - $15.77 $17.9K - $27.5K
34.8K $419K
GDV
Gabelli Dividend & Income Trust

Financial Services
1.96K
+ 4.97%
$23.47 - $25.3 $46K - $49.6K
41.4K $998K
PGZ
Principal Real Estate Income Fund

Financial Services
3.25K
+ 16.39%
$9.86 - $10.75 $32.1K - $35K
23.1K $243K
SVM
Silvercorp Metals Inc

Basic Materials
12.3K
New
$2.94 - $4.19 $36.1K - $51.4K
12.3K $47K
TGB
Taseko Mines LTD

Basic Materials
15.2K
+ 35.55%
$1.83 - $2.52 $27.8K - $38.3K
58K $129K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
2.23K
+ 2.57%
$10.47 - $10.92 $23.3K - $24.4K
88.9K $952K
ERIE
Erie Indemnity CO

Financial Services
98
+ 14.45%
$377.62 - $450.61 $37K - $44.2K
776 $325K
HSMV
First Tr Exchange Trd Fd Iii H

ETFs
468
+ 0.32%
$34.85 - $36.87 $16.3K - $17.3K
147K $5.3M
JRVR
James River Group Holdings, Ltd.

Financial Services
11K
New
$3.51 - $5.02 $38.6K - $55.2K
11K $46K
TPYP
Managed Portfolio Ser Tortoise

ETFs
571
+ 4.99%
$34.32 - $37.26 $19.6K - $21.3K
12K $436K
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
5.19K
+ 39.98%
$7.65 - $8.11 $39.7K - $42.1K
18.2K $147K
TX
Ternium S.A.

Basic Materials
890
+ 10.14%
$28.53 - $33.05 $25.4K - $29.4K
9.67K $301K
YELP
Yelp Inc

Communication Services
1.5K
+ 25.47%
$33.6 - $41.25 $50.5K - $62K
7.41K $274K
YOU
Clear Secure, Inc.

Technology
2.08K
+ 17.58%
$22.12 - $27.62 $46K - $57.5K
13.9K $360K
PFM
Invesco Exchange Traded Fd Tr

ETFs
1.1K
+ 1.43%
$44.92 - $48.18 $49.3K - $52.9K
77.7K $3.56M
MMT
Mfs Multimarket Income Trust

Financial Services
11.1K
+ 6.27%
$4.6 - $4.74 $50.9K - $52.5K
188K $872K
VIAV
Viavi Solutions Inc.

Technology
1.47K
+ 5.6%
$9.71 - $12.8 $14.3K - $18.9K
27.8K $311K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
1.58K
+ 7.05%
$17.03 - $18.6 $26.9K - $29.4K
24K $441K
CVI
Cvr Energy Inc

Energy
1.42K
+ 5.66%
$17.71 - $21.83 $25.1K - $30.9K
26.4K $512K
IBP
Installed Building Products, Inc.

Consumer Cyclical
376
+ 7.04%
$162.22 - $206.22 $61K - $77.5K
5.72K $980K
JPIN
Jp Morgan Diversified Return I

ETFs
182
+ 1.96%
$52.75 - $58.91 $9.6K - $10.7K
9.49K $542K
ISMD
Northern Lts Fd Tr Iv

ETFs
2.89K
+ 17.89%
$33.87 - $38.9 $97.8K - $112K
19K $649K
WOLF
Wolfspeed, Inc.

Technology
14.5K
New
$2.59 - $7.48 $37.6K - $109K
14.5K $44K
AWR
American States Water CO

Utilities
371
+ 2.63%
$70.84 - $80.98 $26.3K - $30K
14.5K $1.14M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
1.64K
+ 5.99%
$16.06 - $16.99 $26.4K - $27.9K
29.1K $485K
CNQ
Canadian Natural Resources LTD

Energy
1.58K
+ 1.87%
$26.72 - $32.74 $42.3K - $51.8K
86.4K $2.66M
CGNX
Cognex Corp

Technology
3.27K
+ 36.26%
$29.83 - $41.02 $97.5K - $134K
12.3K $366K
KOKU
Dbx ETF Tr Xtrackers Msci Koku

ETFs
472
+ 21.55%
$97.66 - $106.31 $46.1K - $50.2K
2.66K $262K
Activity Summary
Buys All Purchases 2772 New Holdings 351 Increased Positions 2421 Sells All Sells 1102 Reductions 1102 Sold out 0 Options Calls 9 Puts 13
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