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
AI
C3.Ai, Inc.

Technology
14.3K
+ 21.49%
$18.24 - $27.8 $260K - $396K
80.6K $1.98M
UTG
Reaves Utility Income Fund

Financial Services
1.1K
+ 0.73%
$29.08 - $36.18 $31.9K - $39.7K
150K $5.44M
BSJR
Invesco Indx Tr

ETFs
15.3K
+ 2.05%
$21.81 - $22.71 $333K - $347K
759K $17.2M
TMDX
Trans Medics Group, Inc.

Healthcare
2.29K
+ 56.83%
$67.67 - $143.04 $155K - $328K
6.33K $847K
EMLP
First Tr Exchange Traded Iv

ETFs
15.3K
+ 12.02%
$33.62 - $37.89 $513K - $578K
142K $5.33M
USRT
Ishares Core U.S. Reit ETF

ETFs
12.6K
+ 9.35%
$50.37 - $57.97 $636K - $732K
148K $8.35M
TXN
Texas Instruments Inc

Technology
2.94K
+ 1.49%
N/A
200K $38.9M
AMCR
Amcor PLC

Consumer Cyclical
79.1K
+ 26.07%
$8.57 - $9.81 $678K - $776K
383K $3.52M
DEUS
Xtrackers Russell Us Multifact

ETFs
7.01K
+ 10.17%
$48.13 - $56.21 $337K - $394K
75.9K $4.27M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.93K
+ 0.56%
$121.58 - $136.74 $478K - $537K
700K $95M
IPO
Renaissance Cap Greenwich Fds

ETFs
1.52K
+ 2.26%
$32.6 - $44.94 $49.5K - $68.2K
68.6K $3.08M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
3.39K
+ 2.2%
$69.8 - $85.28 $237K - $289K
158K $13.1M
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
15K
+ 46.57%
$30.71 - $34.9 $461K - $523K
47.2K $1.64M
CRK
Comstock Resources Inc

Energy
1.17K
+ 1.63%
$17.12 - $30.74 $20.1K - $36.1K
73.3K $2.03M
EBS
Emergent Bio Solutions Inc.

Healthcare
2.67K
+ 0.75%
$4.26 - $6.94 $11.4K - $18.5K
359K $2.29M
MGNI
Magnite, Inc.

Communication Services
5.34K
+ 15.79%
$9.0 - $24.12 $48.1K - $129K
39.2K $944K
LECO
Lincoln Electric Holdings Inc

Industrials
814
+ 3.8%
$167.18 - $211.38 $136K - $172K
22.2K $4.61M
FLR
Fluor Corp

Industrials
3.07K
+ 11.91%
$30.86 - $51.42 $94.8K - $158K
28.9K $1.48M
DUK
Duke Energy Corp

Utilities
21.2K
+ 4.32%
$112.46 - $124.05 $2.39M - $2.63M
513K $60.5M
GII
Spdr S&P Global Infrasture ETF

ETFs
7.61K
+ 98.18%
$57.32 - $67.33 $436K - $512K
15.4K $1.03M
BB
Blackberry LTD

Technology
47.1K
+ 11.37%
$2.87 - $4.87 $135K - $229K
461K $2.11M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
24.2K
+ 63.02%
$22.81 - $23.8 $553K - $577K
62.7K $1.46M
KOMP
Spdr S&P Kensho New Economies

ETFs
8.18K
+ 60.37%
$40.86 - $54.38 $334K - $445K
21.7K $1.18M
CI
Cigna Corp

Healthcare
1.32K
+ 1.83%
$301.89 - $340.04 $398K - $448K
73.4K $24.3M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
14.8K
+ 20.12%
$26.27 - $28.07 $389K - $416K
88.4K $2.48M
EAT
Brinker International, Inc

Consumer Cyclical
306
+ 1.94%
$128.68 - $181.78 $39.4K - $55.6K
16.1K $2.9M
R
Ryder System Inc

Industrials
1.18K
+ 4.97%
$130.14 - $160.88 $153K - $189K
24.8K $3.95M
FTQI
First Trust ETF Vi First Trust

ETFs
23.1K
+ 17.97%
$16.83 - $19.58 $390K - $453K
152K $2.97M
NEE
Nextera Energy Inc

Utilities
22.3K
+ 3.26%
$64.11 - $75.0 $1.43M - $1.68M
708K $49.1M
TEQI
T Rowe Price Exchange Traded F

Technology
10.8K
+ 9.29%
$36.8 - $42.54 $398K - $460K
127K $5.42M
WRB
Berkley W R Corp

Financial Services
5.54K
+ 9.82%
$64.28 - $75.17 $356K - $416K
62K $4.55M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
22.1K
+ 18.65%
$22.7 - $23.33 $501K - $515K
140K $3.28M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
8.96K
+ 19.12%
$44.42 - $51.46 $398K - $461K
55.8K $2.86M
PLTM
Granite Shares Platinum Trust

ETFs
30.3K
+ 73.12%
$8.87 - $13.65 $269K - $414K
71.8K $932K
ORCC
Owl Rock Capital Corp

Financial Services
39.6K
+ 18.8%
N/A
250K $3.35M
EQNR
Equinor Asa

Energy
25.4K
+ 30.46%
$22.04 - $28.08 $559K - $712K
109K $2.73M
FHI
Federated Hermes, Inc.

Financial Services
11.3K
+ 139.85%
$35.85 - $44.32 $404K - $500K
19.3K $857K
SKYW
Skywest Inc

Industrials
1.2K
+ 4.62%
$79.41 - $103.84 $95.3K - $125K
27.2K $2.8M
EWX
Spdr S&P Emerging Markets Smal

ETFs
6.08K
+ 21.74%
$49.89 - $62.13 $303K - $378K
34.1K $2.11M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
1.35K
+ 0.81%
$36.14 - $44.23 $48.7K - $59.6K
168K $7.42M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
16.5K
+ 97.19%
$23.18 - $30.7 $382K - $506K
33.4K $949K
SWKS
Skyworks Solutions, Inc.

Technology
1.66K
+ 4.1%
$49.2 - $74.95 $81.8K - $125K
42.2K $3.15M
HLNE
Hamilton Lane Inc

Financial Services
3.91K
+ 83.4%
$126.65 - $175.49 $495K - $685K
8.59K $1.22M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
24.6K
+ 14.46%
$17.5 - $18.46 $430K - $454K
195K $3.59M
MOD
Modine Manufacturing CO

Consumer Cyclical
2.32K
+ 17.14%
$69.3 - $105.57 $161K - $245K
15.8K $1.56M
EPI
Wisdomtree Tr India Earnings F

ETFs
8.16K
+ 23.33%
$41.3 - $47.52 $337K - $388K
43.2K $2.05M
DOX
Amdocs LTD

Technology
5.86K
+ 9.51%
$80.46 - $94.08 $471K - $551K
67.5K $6.16M
XYLD
Global X Fds S&P 500 Covered C

ETFs
17.9K
+ 5.54%
$35.62 - $39.64 $636K - $708K
340K $13.2M
FYT
First Trust Small Cap

ETFs
9.92K
+ 41.8%
$42.78 - $50.73 $425K - $503K
33.7K $1.7M
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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