Cetera Investment Advisers Incresed Positions in Q2 2025

Cetera Investment Advisers

  • $55.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
67.5K
+ 85.29%
$10.45 - $11.57 $705K - $781K
147K $1.6M
VKTX
Viking Therapeutics, Inc.

Healthcare
13.3K
+ 9.21%
$19.98 - $29.49 $266K - $392K
158K $4.18M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
34.2K
+ 17.75%
$19.49 - $19.66 $667K - $673K
227K $4.46M
RH
Rh

Consumer Cyclical
4.51K
+ 118.66%
$145.66 - $249.35 $657K - $1.12M
8.31K $1.57M
SLF
Sun Life Financial Inc

Financial Services
1.51K
+ 2.41%
$53.39 - $66.45 $80.8K - $101K
64.4K $4.28M
OMFL
Invesco Exchange Traded Self I

ETFs
4.14K
+ 4.28%
$48.43 - $57.78 $201K - $239K
101K $5.82M
KXI
Ishares Tr Global Consumer Sta

ETFs
10.1K
+ 168.2%
$60.73 - $67.45 $615K - $683K
16.1K $1.05M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
72.6K
+ 11.96%
$13.74 - $15.66 $997K - $1.14M
679K $10.1M
ITW
Illinois Tool Works Inc

Industrials
2.91K
+ 4.18%
$218.41 - $252.43 $636K - $735K
72.5K $17.9M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
10K
+ 10.81%
$37.24 - $41.76 $374K - $420K
103K $4.3M
FSTA
Fidelity Covington Tr Msci Con

ETFs
12.9K
+ 21.67%
$47.94 - $52.5 $620K - $679K
72.6K $3.71M
RL
Ralph Lauren Corp

Consumer Cyclical
326
+ 3.06%
$182.34 - $286.22 $59.4K - $93.3K
11K $3.01M
VTWG
Vanguard Russell 2000 Growth E

ETFs
737
+ 3.25%
$163.6 - $208.47 $121K - $154K
23.4K $4.89M
ISCG
Ishares Morningstar Small Cap

ETFs
10.2K
+ 32.36%
$39.44 - $49.76 $402K - $507K
41.7K $2.07M
MGA
Magna International Inc

Consumer Cyclical
2.85K
+ 2.43%
$30.82 - $38.61 $87.9K - $110K
120K $4.63M
ON
On Semiconductor Corp

Technology
754
+ 1.45%
$31.95 - $54.21 $24.1K - $40.9K
52.9K $2.77M
WHR
Whirlpool Corp

Consumer Cyclical
4.6K
+ 28.1%
$75.71 - $101.42 $348K - $466K
21K $2.13M
FIS
Fidelity National Information Services, Inc.

Technology
3.1K
+ 5.25%
$68.14 - $82.13 $211K - $254K
62.1K $5.05M
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
14.6K
+ 98.3%
$36.07 - $44.58 $528K - $652K
29.5K $1.31M
KBE
Spdr S&P Bank ETF

ETFs
10K
+ 32.34%
$45.85 - $55.78 $459K - $559K
41K $2.28M
XYL
Xylem Inc.

Industrials
3.05K
+ 12.23%
$102.86 - $129.5 $314K - $395K
28K $3.62M
FDUS
Fidus Investment Corp

Financial Services
34.8K
+ 10.38%
$17.32 - $20.65 $603K - $719K
370K $7.48M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
31.7K
+ 19.91%
$19.58 - $19.93 $621K - $632K
191K $3.8M
PEG
Public Service Enterprise Group Inc

Utilities
4.35K
+ 3.02%
$77.13 - $84.18 $335K - $366K
148K $12.5M
FDLO
Fidelity Covington Tr Low Vola

ETFs
4.29K
+ 2.56%
$54.44 - $62.8 $234K - $270K
172K $10.8M
AVUS
American Centy ETF Tr Avantis

ETFs
3.22K
+ 8.79%
$81.38 - $100.82 $262K - $324K
39.8K $4.01M
DEO
Diageo PLC

Consumer Defensive
11K
+ 9.08%
$99.86 - $115.75 $1.1M - $1.27M
132K $13.3M
FLQS
Franklin Templeton ETF Tr Libe

ETFs
14.6K
+ 83.91%
$35.07 - $41.28 $513K - $604K
32.1K $1.32M
PFEB
Innovator U.S. Equity Power Bu

ETFs
2.04K
+ 0.81%
$33.46 - $38.01 $68.1K - $77.4K
252K $9.59M
SOUN
Soundhound Ai, Inc.

Technology
25.4K
+ 18.76%
$7.18 - $11.76 $183K - $299K
161K $1.73M
PALL
Abrdn Palladium ETF Trust

ETFs
5.66K
+ 134.92%
$82.97 - $103.91 $470K - $589K
9.86K $992K
BOX
Box Inc

Technology
16.4K
+ 105.54%
$28.42 - $38.55 $465K - $631K
31.9K $1.09M
FDD
First Trust Stoxx European Sel

ETFs
36.7K
+ 178.4%
$12.08 - $15.54 $443K - $570K
57.3K $889K
AKAM
Akamai Technologies Inc

Technology
6.71K
+ 49.9%
N/A
20.2K $1.83M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
26.6K
+ 11.43%
$32.56 - $35.71 $866K - $950K
259K $8.57M
PBF
Pbf Energy Inc.

Energy
22.6K
+ 49.51%
$14.37 - $24.39 $325K - $551K
68.3K $1.48M
TRP
Tc Energy Corp

Energy
8.95K
+ 8.31%
$44.48 - $51.4 $398K - $460K
117K $5.69M
VTHR
Vanguard Russell 3000 ETF

ETFs
509
+ 2.83%
$218.71 - $272.75 $111K - $139K
18.5K $5.05M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
31.1K
+ 201.39%
$21.27 - $26.73 $661K - $830K
46.5K $1.02M
RMBS
Rambus Inc

Technology
4.16K
+ 15.12%
$42.9 - $64.02 $178K - $266K
31.7K $2.03M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
13K
+ 7.39%
N/A
189K $8.68M
LSAT
Two Rds Shared Tr Leadershares

ETFs
16.2K
+ 17.93%
$35.2 - $40.71 $570K - $659K
107K $4.22M
AUTL
Autolus Therapeutics PLC

Healthcare
92.3K
+ 17.59%
$1.14 - $2.4 $105K - $222K
617K $1.41M
XCEM
Columbia ETF Tr Ii

ETFs
607
+ 0.49%
$26.68 - $34.18 $16.2K - $20.7K
123K $4.22M
EXPE
Expedia Group, Inc.

Consumer Cyclical
3.44K
+ 16.73%
$136.63 - $176.62 $469K - $607K
24K $4.04M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
4.36K
+ 2.8%
$18.53 - $24.21 $80.7K - $105K
160K $3.87M
AVB
Avalonbay Communities Inc

Real Estate
3.96K
+ 20.07%
$187.23 - $215.61 $742K - $854K
23.7K $4.82M
MAT
Mattel Inc

Consumer Cyclical
29.4K
+ 130.61%
$14.55 - $20.12 $428K - $592K
51.9K $1.02M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
11.3K
+ 10.71%
$29.4 - $33.37 $333K - $378K
117K $3.91M
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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