Cetera Investment Advisers Incresed Positions in Q3 2025

Cetera Investment Advisers

  • $80.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EXC
Exelon Corp

Utilities
85.3K
+ 36.49%
$42.73 - $45.54 $3.65M - $3.89M
319K $14.4M
TDVG
T Rowe Price Exchange Traded F

Technology
89.9K
+ 58.22%
$42.05 - $43.96 $3.78M - $3.95M
244K $10.7M
JPIE
J P Morgan Exchange Traded Fd
89.5K
+ 22.06%
$46.01 - $46.55 $4.12M - $4.17M
495K $23M
BOTZ
Global X Fds

ETFs
90.1K
+ 26.25%
$32.14 - $35.96 $2.9M - $3.24M
434K $15.4M
SCHR
Schwab Intermediate Term Us Tr

ETFs
162K
+ 25.35%
$24.69 - $25.26 $4.01M - $4.1M
803K $20.2M
PHM
Pultegroup Inc

Consumer Cyclical
12.7K
+ 13.86%
$108.0 - $141.42 $1.38M - $1.8M
105K $13.8M
CCJ
Cameco Corp

Energy
32K
+ 21.17%
$70.47 - $86.89 $2.25M - $2.78M
183K $15.3M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
48.6K
+ 6.25%
$30.13 - $33.37 $1.46M - $1.62M
826K $27.6M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
75.8K
+ 9.44%
$49.78 - $50.75 $3.77M - $3.85M
879K $44.5M
FXL
First Tr Exchange Traded Fd Fi

ETFs
20K
+ 28.42%
$155.79 - $172.55 $3.12M - $3.46M
90.6K $15.2M
FTC
First Tr Lge Cap Growth

ETFs
20.7K
+ 26.36%
$149.47 - $162.84 $3.1M - $3.38M
99.5K $16M
ET
Energy Transfer LP

Energy
334K
+ 19.64%
$17.11 - $18.16 $5.71M - $6.06M
2.03M $34.9M
MEDP
Medpace Holdings, Inc.

Healthcare
3.08K
+ 25.0%
$308.88 - $514.16 $953K - $1.59M
15.4K $7.93M
NKE
Nike, Inc.

Consumer Cyclical
62.8K
+ 25.04%
$69.24 - $79.24 $4.35M - $4.98M
314K $21.9M
VTWG
Vanguard Russell 2000 Growth E

ETFs
14.7K
+ 62.9%
$208.02 - $237.84 $3.07M - $3.51M
38.2K $8.93M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
232K
+ 159.82%
$13.29 - $16.05 $3.09M - $3.73M
378K $6.02M
ILF
Ishares Latin America 40 ETF

ETFs
135K
+ 306.0%
$24.77 - $28.98 $3.34M - $3.91M
179K $5.18M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
173K
+ 473.44%
$22.63 - $23.3 $3.92M - $4.04M
210K $4.86M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
102K
+ 25.22%
$46.51 - $50.07 $4.75M - $5.11M
507K $23.8M
VGLT
Vanguard Long Term Treasury Et

ETFs
69.7K
+ 108.86%
$54.21 - $57.41 $3.78M - $4M
134K $7.6M
CRDO
Credo Technology Group Holding LTD

Technology
10.7K
+ 23.23%
$87.59 - $172.31 $939K - $1.85M
56.9K $8.28M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
29K
+ 26.75%
$196.15 - $217.83 $5.69M - $6.31M
137K $27.7M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
40.5K
+ 10.83%
$30.06 - $36.69 $1.22M - $1.49M
415K $15.2M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
131K
+ 7.7%
$23.69 - $24.32 $3.11M - $3.19M
1.83M $44.6M
AMSC
American Superconductor Corp

Industrials
64.3K
+ 1063.84%
$35.98 - $64.63 $2.31M - $4.16M
70.4K $4.14M
FDMO
Fidelity Covington Tr Momentum

ETFs
34.5K
+ 24.42%
$75.0 - $83.29 $2.59M - $2.87M
176K $14.6M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
6.3K
+ 64.54%
$534.91 - $598.71 $3.37M - $3.77M
16K $9.02M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
81.9K
+ 43.36%
$42.43 - $45.05 $3.48M - $3.69M
271K $11.9M
AGZ
Ishares Agency Bond ETF

ETFs
35.3K
+ 941.69%
$108.74 - $110.41 $3.83M - $3.89M
39K $4.3M
ARKW
Ark Next Generation Internet E

ETFs
14.3K
+ 28.07%
$144.46 - $174.76 $2.07M - $2.5M
65.3K $11.4M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
456K
+ 74.76%
$7.95 - $8.31 $3.63M - $3.79M
1.07M $8.84M
VNLA
Janus Henderson Short Duration

ETFs
76.6K
+ 7.51%
$48.99 - $49.29 $3.75M - $3.78M
1.1M $54.1M
VTR
Ventas, Inc.

Real Estate
51.7K
+ 139.93%
$62.76 - $69.99 $3.24M - $3.62M
88.6K $6.2M
HDB
Hdfc Bank LTD

Financial Services
141K
+ 623.34%
$34.14 - $78.94 $4.83M - $11.2M
164K $5.61M
LAMR
Lamar Advertising CO

Real Estate
30.9K
+ 47.47%
$114.98 - $128.82 $3.55M - $3.98M
96K $11.8M
UPS
United Parcel Service Inc

Industrials
125K
+ 32.96%
$82.58 - $105.54 $10.3M - $13.2M
505K $42.1M
ARCC
Ares Capital Corp

Financial Services
272K
+ 24.36%
$20.41 - $23.25 $5.56M - $6.33M
1.39M $28.4M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
125K
+ 54.28%
$28.95 - $29.73 $3.61M - $3.71M
355K $10.5M
SAN
Banco Santander, S.A.

Financial Services
299K
+ 95.59%
$8.27 - $10.48 $2.47M - $3.13M
611K $6.4M
AUSF
Global X Fds Adaptive U S Fact

ETFs
75.8K
+ 48.59%
$44.16 - $46.75 $3.35M - $3.54M
232K $10.8M
CCI
Crown Castle International Corp

Real Estate
45.3K
+ 45.43%
$92.96 - $113.91 $4.21M - $5.16M
145K $14M
AEIS
Advanced Energy Industries Inc

Industrials
21.4K
+ 734.45%
$133.59 - $176.59 $2.86M - $3.78M
24.3K $4.14M
DASH
Door Dash, Inc.

Communication Services
11.3K
+ 42.58%
$234.5 - $272.5 $2.64M - $3.07M
37.7K $10.2M
FIS
Fidelity National Information Services, Inc.

Technology
70.7K
+ 113.86%
$63.37 - $82.35 $4.48M - $5.82M
133K $8.75M
USMC
Principal ETF U S Mega Cap

ETFs
53.8K
+ 1511.73%
$62.08 - $68.69 $3.34M - $3.7M
57.4K $3.91M
FXZ
First Tr Exchange Traded Fd Fi

ETFs
52.9K
+ 57.28%
$56.19 - $62.9 $2.97M - $3.33M
145K $8.94M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
144K
+ 75.56%
$25.39 - $25.57 $3.64M - $3.67M
333K $8.53M
SNA
Snap On Inc

Industrials
5.88K
+ 12.68%
$313.01 - $346.53 $1.84M - $2.04M
52.2K $18.1M
IXN
Ishares Global Information Tec

ETFs
19.7K
+ 13.19%
$91.28 - $103.32 $1.8M - $2.03M
169K $17.4M
Activity Summary
Buys All Purchases 3833 New Holdings 567 Increased Positions 3266 Sells All Sells 626 Reductions 626 Sold out 0 Options Calls 68 Puts 0
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