Cetera Investment Advisers Purchases in Q2 2025

Cetera Investment Advisers

  • $55.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
187
+ 0.6%
$7.42 - $8.86 $1.39K - $1.66K
31.4K $277K
CWT
California Water Service Group

Utilities
1.15K
+ 9.5%
$44.67 - $51.36 $51.4K - $59.1K
13.3K $602K
LCID
Lucid Group, Inc.

Consumer Cyclical
18.5K
+ 25.51%
$2.1 - $2.96 $38.8K - $54.6K
90.8K $191K
AAON
Aaon, Inc.

Industrials
804
+ 7.97%
$71.78 - $106.87 $57.7K - $85.9K
10.9K $803K
THW
Tekla World Healthcare Fund

Financial Services
8.8K
+ 14.66%
$10.05 - $11.31 $88.5K - $99.5K
68.8K $706K
ADV
Advantage Solutions Inc.

Communication Services
11.5K
New
$1.09 - $1.65 $12.5K - $19K
11.5K $15K
CHW
Calamos Global Dynamic Income Fund

Financial Services
648
+ 4.64%
$5.59 - $7.13 $3.62K - $4.62K
14.6K $104K
GIB
Cgi Inc

Technology
32
+ 1.34%
$96.47 - $109.59 $3.09K - $3.51K
2.42K $253K
EXK
Endeavour Silver Corp

Basic Materials
260
+ 1.24%
$3.15 - $4.99 $819 - $1.3K
21.2K $104K
HAIN
Hain Celestial Group Inc

Consumer Defensive
31.5K
+ 255.13%
$1.45 - $4.16 $45.7K - $131K
43.9K $66K
CMU
Mfs High Yield Municipal Trust

Financial Services
5.45K
+ 26.82%
$3.21 - $3.52 $17.5K - $19.2K
25.7K $85K
TDC
Teradata Corp

Technology
736
+ 7.18%
$19.2 - $23.59 $14.1K - $17.4K
11K $245K
EIC
Eagle Point Income CO Inc.

N/A
2.17K
+ 17.79%
$12.8 - $15.19 $27.8K - $33K
14.4K $196K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
4.26K
+ 17.62%
N/A
28.4K $95K
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
1.33K
+ 7.29%
$6.81 - $8.29 $9.02K - $11K
19.5K $161K
SFL
Sfl Corp Ltd.

Industrials
1.51K
+ 10.4%
$7.1 - $8.92 $10.7K - $13.5K
16K $133K
TPHD
Timothy Plan High Divid Stk Et

ETFs
154
+ 0.33%
$32.99 - $38.01 $5.08K - $5.85K
47.5K $1.8M
BRCC
Brc Inc.

Consumer Defensive
10.5K
New
$1.24 - $2.37 $13K - $24.9K
10.5K $13K
CUZ
Cousins Properties Inc

Real Estate
163
+ 1.0%
$25.15 - $30.53 $4.1K - $4.98K
16.5K $496K
EVF
Eaton Vance Senior Income Trust

Financial Services
3K
+ 11.99%
$5.15 - $5.81 $15.5K - $17.4K
28K $159K
GEVO
Gevo, Inc.

Basic Materials
6.16K
+ 18.27%
$1.02 - $1.38 $6.29K - $8.5K
39.9K $52K
ALTY
Global X Funds Global X Altern

ETFs
1.19K
+ 7.2%
$10.7 - $11.77 $12.8K - $14.1K
17.8K $207K
SUPV
Grupo Supervielle S.A.

Financial Services
6K
+ 29.27%
$10.5 - $16.62 $63K - $99.7K
26.5K $280K
HES
Hess Corp

Energy
3.96K
+ 15.67%
$126.32 - $161.29 $501K - $639K
29.3K $4.05M
IBRX
Immunity Bio, Inc.

Healthcare
6.73K
+ 56.95%
$1.89 - $3.44 $12.7K - $23.2K
18.6K $48K
INVH
Invitation Homes Inc.

Real Estate
1.53K
+ 8.54%
$30.53 - $35.47 $46.6K - $54.2K
19.4K $636K
LDI
Loan Depot, Inc.

Financial Services
3.48K
+ 3.15%
$1.02 - $1.53 $3.55K - $5.32K
114K $144K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
1.39K
+ 4.01%
$80.28 - $91.78 $111K - $127K
36K $3.17M
CDC
Victory Portfolios Ii Shs Inco

ETFs
1.76K
+ 3.59%
$58.28 - $65.68 $102K - $115K
50.7K $3.23M
ZYXI
Zynex Inc

Healthcare
440
+ 1.65%
$1.66 - $2.61 $730 - $1.15K
27.2K $70K
MO
Altria Group, Inc.

Consumer Defensive
28K
+ 2.39%
$55.56 - $60.91 $1.56M - $1.71M
1.2M $70.5M
SOL
Rene Sola LTD

Technology
2.79K
+ 13.71%
$1.18 - $1.9 $3.29K - $5.29K
23.1K $43K
FCF
First Commonwealth Financial Corp

Financial Services
113
+ 0.8%
$14.08 - $16.35 $1.59K - $1.85K
14.3K $232K
TBJL
Innovator 20+ Year Treasury Bo

ETFs
764
+ 5.75%
$19.58 - $20.55 $15K - $15.7K
14K $280K
IDNA
Ishares Tr Genomics Immunology

ETFs
554
+ 5.1%
$17.92 - $21.5 $9.93K - $11.9K
11.4K $234K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
1.31K
+ 9.94%
$64.31 - $75.93 $84K - $99.2K
14.4K $982K
STOT
Spdr Doubleline Short Duration

ETFs
226
+ 1.42%
$46.87 - $47.35 $10.6K - $10.7K
16.1K $763K
UMC
United Microelectronics Corp

Technology
347
+ 1.75%
$6.12 - $8.32 $2.12K - $2.89K
20.2K $154K
CLIR
Clear Sign Technologies Corp

Industrials
20.7K
New
$0.5 - $0.76 $10.4K - $15.7K
20.7K $11K
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
748
+ 9.77%
$27.94 - $35.91 $20.9K - $26.9K
8.4K $265K
LNKB
Linkbancorp, Inc.

Financial Services
46
+ 0.22%
$6.33 - $7.42 $291 - $341
20.6K $150K
MFG
Mizuho Financial Group Inc

Financial Services
1.12K
+ 1.09%
$4.25 - $5.66 $4.74K - $6.31K
103K $573K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
10.6K
+ 4.09%
$11.19 - $11.84 $118K - $125K
269K $3.05M
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
215
+ 2.12%
$9.22 - $12.79 $1.98K - $2.75K
10.4K $130K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
443
+ 0.82%
$7.98 - $10.06 $3.54K - $4.46K
54.4K $526K
CRON
Cronos Group Inc.

Healthcare
4.07K
+ 19.44%
$1.62 - $2.14 $6.59K - $8.7K
25K $47K
LNTH
Lantheus Holdings, Inc.

Healthcare
5.58K
+ 19.68%
$73.86 - $108.74 $412K - $607K
33.9K $2.78M
JLS
Nuveen Mortgage & Income Fund

Financial Services
549
+ 4.29%
$17.16 - $18.74 $9.42K - $10.3K
13.3K $250K
PCAR
Paccar Inc

Industrials
1.26K
+ 2.67%
$86.4 - $99.09 $108K - $124K
48.3K $4.59M
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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