Cetera Investment Advisers Purchases in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EVX
Vaneck ETF Tr Environmental Se

ETFs
8.18K
+ 428.48%
$33.9 - $179.35 $277K - $1.47M
10.1K $357K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
2.83K
+ 22.2%
$9.82 - $10.44 $27.8K - $29.5K
15.6K $154K
BHP
Bhp Group LTD

Basic Materials
900
+ 1.79%
$48.18 - $52.11 $43.4K - $46.9K
51.2K $2.49M
FNK
First Trust Mid Cap Value Alph

ETFs
2.04K
+ 8.66%
$48.96 - $55.86 $100K - $114K
25.6K $1.29M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
1.92K
+ 4.5%
$38.06 - $40.36 $72.9K - $77.3K
44.5K $1.71M
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
2.49K
+ 17.55%
$11.8 - $12.22 $29.3K - $30.4K
16.7K $197K
ACCO
Acco Brands Corp

Industrials
18.2K
+ 40.81%
$4.19 - $5.65 $76.2K - $103K
62.7K $262K
BME
Black Rock Health Sciences Trust

Financial Services
546
+ 4.6%
$37.49 - $41.0 $20.5K - $22.4K
12.4K $479K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
450
+ 10.86%
$74.34 - $81.0 $33.5K - $36.5K
4.6K $349K
GUG
Guggenheim Active Allocation Fund

ETFs
1.7K
+ 9.6%
$14.92 - $15.9 $25.4K - $27.1K
19.4K $292K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
1.23K
+ 5.11%
$46.71 - $52.3 $57.3K - $64.1K
25.2K $1.21M
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
8.57K
+ 54.98%
N/A
24.2K $81K
CNA
Cna Financial Corp

Financial Services
90
+ 0.95%
$45.86 - $51.0 $4.13K - $4.59K
9.61K $488K
CSWI
Csw Industrials, Inc.

Industrials
281
+ 31.79%
$283.77 - $396.86 $79.7K - $112K
1.17K $339K
DHT
Dht Holdings, Inc.

Energy
624
+ 3.55%
$9.33 - $11.85 $5.82K - $7.39K
18.2K $191K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
575
+ 3.98%
$23.17 - $24.25 $13.3K - $13.9K
15K $364K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
5.32K
+ 7.36%
$11.63 - $13.3 $61.9K - $70.8K
77.7K $903K
LXP
Lxp Industrial Trust

Real Estate
1.42K
+ 4.72%
$7.72 - $9.22 $11K - $13.1K
31.5K $272K
PFN
Pimco Income Strategy Fund Ii

Financial Services
2.64K
+ 3.0%
$7.41 - $7.64 $19.5K - $20.1K
90.4K $681K
PSA
Public Storage

Real Estate
117
+ 0.25%
$288.99 - $313.98 $33.8K - $36.7K
46.7K $14M
SANM
Sanmina Corp

Technology
339
+ 9.18%
$73.38 - $90.52 $24.9K - $30.7K
4.03K $307K
HOUS
Anywhere Real Estate Inc.

Real Estate
7.96K
+ 34.0%
$2.78 - $3.92 $22.1K - $31.2K
31.4K $104K
ARW
Arrow Electronics Inc

Technology
997
+ 11.99%
$101.93 - $119.3 $102K - $119K
9.31K $967K
EVF
Eaton Vance Senior Income Trust

Financial Services
5.61K
+ 28.89%
$5.84 - $6.28 $32.8K - $35.2K
25K $146K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
1.08K
+ 14.02%
$34.83 - $38.02 $37.4K - $40.9K
8.74K $307K
NHI
National Health Investors Inc

Real Estate
88
+ 1.99%
$65.79 - $76.06 $5.79K - $6.69K
4.52K $333K
ELY
Callaway Golf CO

Consumer Cyclical
1.47K
+ 8.29%
N/A
19.2K $360K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
1.9K
+ 7.89%
$11.01 - $11.72 $20.9K - $22.3K
26K $292K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
1.49K
+ 7.95%
$29.41 - $31.79 $43.7K - $47.3K
20.2K $602K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
2.89K
+ 13.66%
$9.88 - $10.25 $28.6K - $29.6K
24.1K $239K
GFF
Griffon Corp

Industrials
335
+ 6.48%
$68.06 - $80.91 $22.8K - $27.1K
5.5K $393K
GRFS
Grifols Sa

Healthcare
4.9K
+ 16.14%
$6.62 - $8.71 $32.4K - $42.7K
35.3K $250K
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
18K
New
$1.4 - $2.67 $25.2K - $48.1K
18K $25K
PMAR
Innovator U.S. Equity Power Bu

ETFs
2.22K
+ 0.91%
$39.51 - $41.0 $87.6K - $90.9K
247K $9.84M
PDN
Invesco Fd Tr

ETFs
9
+ 0.07%
$31.2 - $34.9 $281 - $314
13K $435K
NCA
Nuveen California Municipal Value Fund

Financial Services
1.96K
+ 5.37%
$8.41 - $8.73 $16.5K - $17.1K
38.5K $333K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
966
+ 4.42%
$31.75 - $36.0 $30.7K - $34.8K
22.8K $770K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
849
+ 7.92%
$23.56 - $24.16 $20K - $20.5K
11.6K $278K
EDAP
Edap Tms Sa

Healthcare
19K
+ 33.93%
$1.96 - $2.86 $37.2K - $54.3K
75K $147K
LDSF
First Tr ETF Viii Low Duration

ETFs
1.11K
+ 3.37%
$18.68 - $18.94 $20.7K - $20.9K
34K $640K
HLI
Houlihan Lokey, Inc.

Financial Services
1.71K
+ 8.25%
$154.43 - $187.4 $264K - $321K
22.4K $3.62M
IQ
I Qiyi, Inc.

Communication Services
10.8K
New
$1.83 - $2.54 $19.7K - $27.3K
10.8K $24K
KELYA
Kelly Services Inc

Industrials
2.51K
+ 22.05%
$12.87 - $14.67 $32.3K - $36.8K
13.9K $182K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
31
+ 0.35%
$38.54 - $41.5 $1.19K - $1.29K
8.81K $358K
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
669
+ 3.37%
$18.41 - $19.27 $12.3K - $12.9K
20.5K $385K
CYTK
Cytokinetics Inc

Healthcare
1.35K
+ 29.73%
$40.19 - $51.12 $54.4K - $69.2K
5.9K $237K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
517
+ 4.58%
$21.84 - $23.31 $11.3K - $12.1K
11.8K $269K
UNF
Unifirst Corp

Industrials
92
+ 4.12%
$169.33 - $230.5 $15.6K - $21.2K
2.32K $404K
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
4.59K
+ 10.36%
$4.81 - $5.25 $22.1K - $24.1K
48.9K $242K
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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