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
BLW
Blackrock LTD Duration Income Trust

Financial Services
7.97K
+ 13.33%
$12.75 - $14.21 $102K - $113K
67.7K $960K
IYM
Ishares Tr

ETFs
204
+ 1.24%
$116.16 - $140.01 $23.7K - $28.6K
16.7K $2.34M
MTD
Mettler Toledo International Inc

Healthcare
104
+ 8.45%
$970.15 - $1216.57 $101K - $127K
1.34K $1.57M
DGX
Quest Diagnostics Inc

Healthcare
835
+ 3.63%
N/A
23.8K $3.27M
VMO
Invesco Municipal Opportunity Trust

Financial Services
13.7K
+ 37.16%
$9.0 - $9.58 $123K - $131K
50.5K $463K
NWFL
Norwood Financial Corp

Financial Services
604
+ 0.99%
$21.67 - $26.9 $13.1K - $16.2K
61.7K $1.59M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
237
+ 0.54%
$23.73 - $27.68 $5.62K - $6.56K
44.2K $1.22M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
20.4K
+ 4.01%
$10.78 - $11.57 $220K - $236K
528K $5.96M
CUK
Carnival PLC

Consumer Cyclical
118
+ 0.86%
$14.76 - $25.51 $1.74K - $3.01K
13.8K $351K
XRAY
Dentsply Sirona Inc.

Healthcare
5.84K
+ 27.51%
$12.55 - $16.75 $73.3K - $97.8K
27.1K $429K
GEL
Genesis Energy LP

Energy
5.27K
+ 42.9%
$12.5 - $17.36 $65.8K - $91.4K
17.5K $302K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
32
+ 0.57%
$67.28 - $97.53 $2.15K - $3.12K
5.62K $547K
REZ
Ishares Tr Residential And Mul

ETFs
3.05K
+ 8.84%
$76.14 - $86.35 $232K - $264K
37.6K $3.09M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
96
+ 0.06%
$19.41 - $22.77 $1.86K - $2.19K
152K $3.47M
ESS
Essex Property Trust, Inc.

Real Estate
398
+ 10.54%
N/A
4.17K $1.14M
APPF
Appfolio Inc

Technology
387
+ 21.09%
$192.02 - $234.65 $74.3K - $90.8K
2.22K $511K
HEEM
Ishares Currency Hedged Msci E

ETFs
3.05K
+ 36.18%
$24.94 - $30.1 $75.9K - $91.7K
11.5K $344K
KNTK
Kinetik Holdings Inc.

Energy
4.8K
+ 36.42%
$40.12 - $53.83 $193K - $258K
18K $792K
WTRG
Essential Utilities, Inc.

Utilities
5.95K
+ 12.47%
$36.92 - $41.39 $220K - $246K
53.7K $1.99M
BC
Brunswick Corp

Consumer Cyclical
1.64K
+ 14.48%
$41.93 - $58.37 $68.6K - $95.5K
12.9K $714K
ECLN
First Tr Exchange Traded Fd Iv

ETFs
1.62K
+ 3.34%
$28.4 - $31.77 $46K - $51.5K
50.1K $1.59M
ISMD
Northern Lts Fd Tr Iv

ETFs
2.22K
+ 11.65%
$29.72 - $35.6 $65.9K - $78.9K
21.2K $754K
UHS
Universal Health Services Inc

Healthcare
1.11K
+ 7.74%
$157.05 - $197.94 $175K - $220K
15.5K $2.8M
AX
Axos Financial, Inc.

Financial Services
141
+ 1.75%
$56.36 - $76.85 $7.95K - $10.8K
8.2K $623K
DOCU
Docusign, Inc.

Technology
3.51K
+ 7.29%
$70.35 - $93.84 $247K - $329K
51.6K $4.02M
GRAB
Grab Holdings LTD

Technology
11.2K
+ 11.68%
$3.48 - $5.25 $38.8K - $58.6K
107K $536K
DJD
Invesco Exchange Traded Fd Tr

ETFs
1.67K
+ 4.07%
$47.46 - $53.19 $79.3K - $88.9K
42.7K $2.27M
NMFC
New Mountain Finance Corp

Financial Services
11K
+ 45.63%
$9.11 - $11.09 $100K - $122K
35.2K $370K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
805
+ 3.76%
$27.43 - $34.32 $22.1K - $27.6K
22.2K $761K
WFRD
Weatherford International PLC

Energy
2.7K
+ 26.77%
$39.17 - $54.26 $106K - $146K
12.8K $642K
VVR
Invesco Senior Income Trust

Financial Services
24K
+ 11.57%
$3.31 - $3.8 $79.6K - $91.3K
232K $880K
MITT
Ag Mortgage Investment Trust, Inc.

Real Estate
12.8K
+ 78.99%
$5.8 - $7.9 $74K - $101K
28.9K $218K
EMQQ
Emqq Emerging Markets Internet

ETFs
454
+ 1.93%
$33.1 - $41.67 $15K - $18.9K
24K $998K
DBE
Invesco Db Energy Fund

ETFs
6.58K
+ 29.11%
$16.8 - $20.54 $111K - $135K
29.2K $543K
PIO
Invesco Exchange Traded Fd Tr

ETFs
554
+ 3.27%
$35.79 - $44.67 $19.8K - $24.7K
17.5K $780K
KIO
Kkr Income Opportunities Fund

Financial Services
6.93K
+ 15.55%
$10.99 - $12.56 $76.1K - $87K
51.4K $646K
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
3.41K
+ 35.96%
$29.02 - $30.78 $98.8K - $105K
12.9K $390K
SPSC
Sps Commerce Inc

Technology
477
+ 4.79%
$121.61 - $152.67 $58K - $72.8K
10.4K $1.42M
CLOU
Global X Fds Cloud Computing E

ETFs
843
+ 2.54%
$18.31 - $23.55 $15.4K - $19.9K
34K $793K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
1.68K
+ 11.58%
N/A
16.2K $932K
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
465
+ 6.52%
$83.55 - $102.36 $38.9K - $47.6K
7.59K $777K
FYBR
Frontier Communications Parent, Inc.

Communication Services
2.36K
+ 12.69%
$35.51 - $36.83 $83.8K - $87K
21K $763K
EQAL
Invesco ETF

ETFs
1.61K
+ 19.66%
$41.38 - $49.24 $66.4K - $79K
9.77K $481K
IETC
Ishares U S ETF Tr

ETFs
361
+ 11.07%
$67.28 - $94.0 $24.3K - $33.9K
3.62K $340K
FMNB
Farmers National Banc Corp

Financial Services
2.38K
+ 2.84%
$11.92 - $13.89 $28.4K - $33.1K
86.2K $1.19M
AVDE
American Centy ETF Tr Avantis

ETFs
868
+ 22.33%
$59.32 - $74.36 $51.5K - $64.5K
4.76K $351K
CATY
Cathay General Bancorp

Financial Services
312
+ 0.98%
$37.32 - $45.67 $11.6K - $14.2K
32.2K $1.46M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
2.38K
+ 23.52%
$16.82 - $21.97 $40.1K - $52.4K
12.5K $274K
MDIV
First Trust Multi Asset Divers

ETFs
14.6K
+ 5.74%
$14.96 - $16.41 $219K - $240K
270K $4.26M
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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