Cetera Investment Advisers Purchases in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ROL
Rollins Inc

Consumer Cyclical
27.3K
+ 7.74%
$45.65 - $54.03 $1.24M - $1.47M
380K $20.5M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
109K
New
$37.84 - $39.74 $4.13M - $4.34M
109K $4.13M
PPL
Ppl Corp

Utilities
96.1K
+ 53.46%
$31.68 - $36.11 $3.05M - $3.47M
276K $9.96M
WELL
Welltower Inc.

Real Estate
11.5K
+ 13.26%
$124.05 - $156.86 $1.43M - $1.8M
98.2K $15.1M
SPTL
Spdr Portfolio Long Term Treas

ETFs
48.5K
+ 1.87%
$25.54 - $27.64 $1.24M - $1.34M
2.64M $71.9M
LVHI
Franklin International Low Vol

ETFs
65.3K
+ 6.17%
$30.53 - $32.85 $2M - $2.15M
1.13M $36.4M
EW
Edwards Lifesciences Corp

Healthcare
55.5K
New
$67.95 - $76.19 $3.77M - $4.23M
55.5K $4.02M
VIG
Vanguard Dividend Appreciation

ETFs
22.1K
+ 2.6%
N/A
870K $158M
C
Citigroup Inc

Financial Services
53.3K
+ 14.12%
$67.23 - $84.63 $3.58M - $4.51M
431K $30.6M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
69.4K
+ 71.02%
$47.39 - $54.26 $3.29M - $3.77M
167K $8.69M
NEM
Newmont Corp

Basic Materials
51K
+ 37.79%
$37.79 - $48.39 $1.93M - $2.47M
186K $8.99M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
64.1K
New
$59.15 - $62.71 $3.79M - $4.02M
64.1K $3.96M
VOE
Vanguard Mid Cap Value Index F

ETFs
26.4K
+ 11.04%
$156.61 - $168.02 $4.14M - $4.44M
266K $42.7M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
225K
+ 30.84%
$19.04 - $20.15 $4.28M - $4.53M
953K $18.1M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
78.2K
+ 9.32%
$50.03 - $50.27 $3.91M - $3.93M
917K $46M
VPU
Vanguard Utilities ETF

ETFs
14.1K
+ 6.93%
$161.24 - $173.33 $2.28M - $2.45M
218K $37.3M
FCX
Freeport Mcmoran Inc

Basic Materials
105K
+ 34.18%
$34.5 - $43.01 $3.63M - $4.53M
413K $15.7M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
73.5K
+ 13.11%
$46.18 - $47.84 $3.39M - $3.51M
634K $30.1M
DMAR
First Tr Ex Tr Viii Cboe Vest
104K
+ 192.22%
$36.82 - $39.1 $3.83M - $4.07M
158K $5.96M
COF
Capital One Financial Corp

Financial Services
21K
+ 35.85%
$163.87 - $209.82 $3.44M - $4.41M
79.6K $14.3M
SCHP
Schwab Strategic Us Tips ETF

ETFs
110K
+ 13.77%
$25.69 - $26.89 $2.83M - $2.97M
912K $24.5M
DFAX
Dimensional ETF Tr
127K
+ 38.1%
$24.45 - $27.2 $3.11M - $3.46M
461K $12.1M
SPOT
Spotify Technology S.A.

Communication Services
2.92K
+ 14.16%
$457.79 - $648.32 $1.34M - $1.89M
23.5K $12.9M
NEE
Nextera Energy Inc

Utilities
59.2K
+ 9.46%
$66.96 - $76.16 $3.97M - $4.51M
686K $48.6M
DEUS
Xtrackers Russell Us Multifact

ETFs
68.9K
New
$52.01 - $56.04 $3.58M - $3.86M
68.9K $3.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
5.8K
+ 3.65%
$308.86 - $455.36 $1.79M - $2.64M
164K $58M
UNP
Union Pacific Corp

Industrials
9.58K
+ 5.55%
$225.21 - $254.42 $2.16M - $2.44M
182K $43M
ICF
Ishares Tr

ETFs
50.9K
+ 11.98%
$57.98 - $63.8 $2.95M - $3.25M
476K $29.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.02K
+ 0.18%
$56.51 - $62.98 $114K - $127K
1.09M $66.3M
FNDX
Schwab Fundamental U S Large C

ETFs
162K
+ 6.07%
$23.03 - $25.01 $3.74M - $4.06M
2.83M $66.9M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
52.8K
+ 68.32%
$77.91 - $92.26 $4.11M - $4.87M
130K $10.3M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
52.7K
+ 171.66%
$73.27 - $96.21 $3.86M - $5.07M
83.4K $6.11M
AWK
American Water Works Company, Inc.

Utilities
17.2K
+ 37.81%
$121.01 - $149.31 $2.08M - $2.57M
62.8K $9.26M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
210K
+ 4.55%
$53.6 - $58.97 $11.2M - $12.4M
4.82M $264M
VB
Vanguard Small Cap ETF

ETFs
60K
+ 11.38%
$217.89 - $252.64 $13.1M - $15.2M
587K $130M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
98.5K
+ 9.64%
$27.64 - $28.58 $2.72M - $2.81M
1.12M $32M
GVI
Ishares Tr

ETFs
31.1K
+ 25.77%
$103.49 - $106.02 $3.22M - $3.3M
152K $16.1M
IWR
Ishares Russell Mid Cap ETF

ETFs
82.5K
+ 7.84%
$82.81 - $92.93 $6.83M - $7.66M
1.13M $96.5M
AVLV
American Centy ETF Tr Avantis
80K
+ 7.22%
$63.51 - $70.42 $5.08M - $5.63M
1.19M $77.5M
AVUV
American Centy ETF Tr Avantis

ETFs
62.6K
+ 29.42%
$84.95 - $100.62 $5.32M - $6.3M
275K $24M
PGR
Progressive Corp

Financial Services
618
+ 0.82%
$235.61 - $291.22 $146K - $180K
76.3K $21.6M
RING
Ishares Inc Msci Global Gold M

ETFs
49K
+ 32.22%
$28.64 - $38.36 $1.4M - $1.88M
201K $7.72M
NEAR
Blackrock Short Maturity Bond

ETFs
63.7K
+ 12.76%
$50.4 - $50.89 $3.21M - $3.24M
563K $28.6M
EPD
Enterprise Products Partners L.P.

Energy
19.7K
+ 2.0%
$31.75 - $34.14 $624K - $671K
1M $34.3M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
152K
+ 12.16%
$23.19 - $23.5 $3.52M - $3.56M
1.4M $32.4M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
39.7K
+ 5.17%
N/A
807K $69.2M
AOA
Ishares Tr Core Aggressive All

ETFs
44.2K
+ 63.23%
$75.7 - $80.01 $3.34M - $3.53M
114K $8.72M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
56.8K
+ 11.81%
$62.72 - $71.92 $3.56M - $4.08M
538K $33.9M
SPSB
Spdr Portfolio Short Term Corp

ETFs
104K
+ 13.27%
$29.82 - $30.1 $3.09M - $3.12M
886K $26.7M
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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