Cetera Investment Advisers Incresed Positions in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FNDA
Schwab Fundamental U S Small C

ETFs
17.7K
+ 19.66%
$26.87 - $30.99 $477K - $550K
108K $2.96M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
6.03K
+ 3.54%
N/A
176K $8.08M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
3.23K
+ 43.37%
$103.96 - $122.36 $336K - $395K
10.7K $1.14M
FLRN
Spdr Bloomberg Investment Grad

ETFs
8.15K
+ 3.32%
$30.71 - $30.87 $250K - $251K
254K $7.82M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
5.87K
+ 51.21%
$36.05 - $45.61 $212K - $268K
17.3K $688K
EPR
Epr Properties

Real Estate
2.24K
+ 12.19%
$43.98 - $53.81 $98.4K - $120K
20.6K $1.08M
LITE
Lumentum Holdings Inc.

Technology
7K
+ 91.18%
$57.41 - $100.38 $402K - $703K
14.7K $915K
CORN
Teucrium Commodity Trust

ETFs
14.7K
+ 117.48%
$18.46 - $20.6 $271K - $303K
27.2K $505K
WWD
Woodward, Inc.

Industrials
1.18K
+ 33.45%
$171.38 - $195.22 $202K - $230K
4.7K $857K
XDQQ
Innovator Etfs Tr Growth Accel
15.6K
+ 20.1%
$31.75 - $36.66 $495K - $571K
93.1K $2.96M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
8.21K
+ 19.7%
$54.9 - $62.36 $451K - $512K
49.9K $2.77M
CFO
Victory Portfolios Ii Shs Us 5

ETFs
6.35K
+ 1.64%
$66.28 - $72.04 $421K - $458K
393K $26.9M
RJF
Raymond James Financial Inc

Financial Services
4.76K
+ 19.87%
$137.62 - $172.64 $655K - $821K
28.7K $3.99M
VGLT
Vanguard Long Term Treasury Et

ETFs
2.01K
+ 2.99%
$53.99 - $58.43 $108K - $117K
69.1K $3.98M
PBI
Pitney Bowes Inc

Industrials
20.5K
+ 45.66%
$7.03 - $10.86 $144K - $223K
65.5K $592K
GBDC
Golub Capital Bdc, Inc.

Financial Services
17.8K
+ 18.89%
$14.46 - $15.96 $257K - $283K
112K $1.69M
IXJ
Ishares Global Healthcare ETF

ETFs
860
+ 2.42%
$86.01 - $94.19 $74K - $81K
36.4K $3.32M
EHC
Encompass Health Corp

Healthcare
1.32K
+ 9.09%
$91.05 - $102.2 $120K - $135K
15.8K $1.6M
WTRG
Essential Utilities, Inc.

Utilities
2.97K
+ 6.62%
$33.49 - $40.57 $99.3K - $120K
47.7K $1.89M
FROG
J Frog LTD

Technology
6.9K
+ 44.95%
$30.59 - $42.03 $211K - $290K
22.3K $712K
LOGI
Logitech International S.A.

Technology
2.65K
+ 14.52%
$81.64 - $105.06 $216K - $278K
20.9K $1.76M
MKL
Markel Corp

Financial Services
13
+ 0.79%
$1660.14 - $2059.83 $21.6K - $26.8K
1.66K $3.11M
TRIN
Trinity Capital Inc.

Financial Services
14.5K
+ 24.42%
$14.26 - $16.56 $207K - $241K
74.1K $1.12M
AVA
Avista Corp

Utilities
2.62K
+ 9.11%
$35.2 - $41.87 $92.1K - $110K
31.3K $1.31M
PTH
Invesco Exchange Traded Fd Tr

ETFs
6.72K
+ 84.35%
$38.27 - $45.94 $257K - $309K
14.7K $579K
STLD
Steel Dynamics Inc

Basic Materials
2.65K
+ 14.47%
N/A
21K $2.06M
RGA
Reinsurance Group Of America Inc

Financial Services
3.42K
+ 13.8%
$186.01 - $231.1 $636K - $791K
28.2K $5.56M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
3.7K
+ 14.68%
$86.24 - $97.98 $319K - $363K
28.9K $2.52M
BITQ
Exchange Traded Concepts Tr Bi

ETFs
126K
+ 47.1%
$12.14 - $19.82 $1.52M - $2.49M
392K $4.76M
SR
Spire Inc

Utilities
2.19K
+ 26.84%
$65.62 - $78.25 $144K - $171K
10.3K $809K
LPI
Laredo Petroleum, Inc.

Energy
5.3K
+ 15.09%
N/A
40.4K $1.96M
CTRE
Care Trust Reit, Inc.

Real Estate
7.15K
+ 22.05%
$24.93 - $29.13 $178K - $208K
39.6K $1.13M
PBA
Pembina Pipeline Corp

Energy
2.83K
+ 6.23%
$35.13 - $40.12 $99.6K - $114K
48.3K $1.93M
PML
Pimco Municipal Income Fund Ii

Financial Services
31K
+ 14.22%
$8.04 - $8.62 $250K - $268K
249K $2.02M
ALLY
Ally Financial Inc.

Financial Services
6.23K
+ 11.67%
$32.99 - $40.09 $205K - $250K
59.6K $2.17M
LQDA
Liquidia Corp

Healthcare
10.8K
+ 34.43%
$11.36 - $16.5 $122K - $177K
42K $619K
TU
Telus Corp

Communication Services
16K
+ 54.93%
$13.63 - $16.07 $219K - $258K
45.3K $648K
CWST
Casella Waste Systems Inc

Industrials
2.04K
+ 48.67%
$104.2 - $115.86 $212K - $236K
6.22K $693K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
12.5K
+ 7.21%
$21.3 - $22.61 $266K - $282K
186K $3.96M
CMBS
Ishares Cmbs ETF

ETFs
5K
+ 40.07%
$47.16 - $48.21 $236K - $241K
17.5K $839K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
2.48K
+ 21.34%
$94.87 - $96.11 $235K - $238K
14.1K $1.35M
AUSF
Global X Fds Adaptive U S Fact

ETFs
4.98K
+ 28.0%
$41.68 - $43.97 $207K - $219K
22.8K $993K
IOO
Ishares Tr Global 100 ETF

ETFs
7.9K
+ 6.89%
$96.2 - $105.12 $760K - $831K
123K $11.8M
GATX
Gatx Corp

Industrials
1.58K
+ 46.76%
$149.94 - $167.38 $237K - $265K
4.97K $770K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
1.86K
+ 10.42%
$67.85 - $77.32 $126K - $144K
19.7K $1.47M
KWEB
Kraneshares Tr Csi China Inter

ETFs
299
+ 0.73%
$27.29 - $38.29 $8.16K - $11.4K
41.3K $1.44M
FYT
First Trust Small Cap

ETFs
6.68K
+ 39.13%
$48.74 - $56.7 $325K - $379K
23.7K $1.18M
QJUN
First Tr ETF
27.1K
+ 9.0%
$26.45 - $29.15 $718K - $791K
329K $8.69M
WTFC
Wintrust Financial Corp

Financial Services
3.87K
+ 24.53%
$107.76 - $136.92 $417K - $530K
19.7K $2.21M
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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