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
IIM
Invesco Value Municipal Income Trust

Financial Services
12.1K
+ 8.31%
$11.31 - $12.11 $137K - $147K
158K $1.84M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
3
+ 0.03%
$43.2 - $57.36 $130 - $172
11K $629K
LEVI
Levi Strauss & CO

Consumer Cyclical
2.5K
+ 15.32%
$12.42 - $18.62 $31K - $46.5K
18.8K $347K
FTGC
First Trust Global Tactical CO

ETFs
16.2K
+ 4.47%
$23.09 - $25.91 $375K - $421K
379K $9.36M
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
804
+ 31.74%
$84.34 - $99.49 $67.8K - $80K
3.34K $329K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
412
+ 1.72%
$46.54 - $55.66 $19.2K - $22.9K
24.4K $1.35M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
16.3K
+ 5.31%
$10.29 - $11.24 $168K - $183K
323K $3.53M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
8.05K
+ 1.74%
$7.05 - $8.02 $56.8K - $64.6K
471K $3.77M
TU
Telus Corp

Communication Services
841
+ 1.86%
$13.82 - $16.49 $11.6K - $13.9K
46.1K $740K
DX
Dynex Capital Inc

Real Estate
8.55K
+ 51.5%
$11.13 - $12.99 $95.2K - $111K
25.1K $307K
CVLT
Commvault Systems Inc

Technology
294
+ 13.41%
$139.35 - $190.99 $41K - $56.2K
2.49K $433K
WST
West Pharmaceutical Services Inc

Healthcare
941
+ 4.01%
$190.39 - $227.7 $179K - $214K
24.4K $5.34M
QARP
Xtrackers Russell 1000 Us Qual

ETFs
509
+ 1.76%
$46.26 - $53.75 $23.5K - $27.4K
29.4K $1.58M
HBM
Hudbay Minerals Inc.

Basic Materials
3.94K
+ 27.39%
$6.09 - $10.7 $24K - $42.2K
18.3K $194K
LTC
Ltc Properties Inc

Real Estate
2.98K
+ 13.47%
$32.83 - $36.24 $97.7K - $108K
25.1K $868K
SMLR
Semler Scientific, Inc.

Healthcare
722
+ 3.19%
$28.89 - $45.11 $20.9K - $32.6K
23.4K $905K
BCPC
Balchem Corp

Basic Materials
632
+ 25.85%
$150.5 - $170.45 $95.1K - $108K
3.08K $489K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
7.27K
+ 5.92%
$10.7 - $12.22 $77.8K - $88.9K
130K $1.57M
COMM
Comm Scope Holding Company, Inc.

Technology
3.02K
+ 15.06%
$3.02 - $8.28 $9.11K - $25K
23.1K $190K
GTN
Gray Television Inc

Communication Services
15K
+ 19.69%
$3.2 - $4.64 $47.9K - $69.5K
91K $412K
PVH
Pvh Corp.

Consumer Cyclical
851
+ 13.16%
$60.5 - $87.28 $51.5K - $74.3K
7.32K $502K
AOS
Smith A O Corp

Industrials
1.18K
+ 4.68%
$59.63 - $70.52 $70.6K - $83.5K
26.5K $1.74M
SURG
Surge Pays, Inc.

Technology
17.2K
+ 60.99%
$2.23 - $3.36 $38.4K - $57.8K
45.4K $141K
EVGO
E Vgo Inc.

Consumer Cyclical
15K
+ 53.0%
$2.41 - $4.61 $36K - $69K
43.2K $157K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
5.36K
+ 17.69%
$19.12 - $22.36 $103K - $120K
35.7K $762K
STLD
Steel Dynamics Inc

Basic Materials
843
+ 4.02%
N/A
21.8K $2.14M
ARMK
Aramark

Industrials
573
+ 7.42%
$30.39 - $42.1 $17.4K - $24.1K
8.29K $347K
DVLU
First Tr ETF Vi Dorsey Wright

ETFs
1.49K
+ 5.77%
$24.6 - $29.86 $36.7K - $44.6K
27.4K $816K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3.53K
+ 1.73%
$23.29 - $23.38 $82.2K - $82.5K
208K $4.86M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
3.06K
+ 15.5%
$22.15 - $23.69 $67.7K - $72.4K
22.8K $539K
KIM
Kimco Realty Corp

Real Estate
4.55K
+ 7.18%
$18.7 - $21.69 $85.1K - $98.7K
67.9K $1.43M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
1.08K
+ 21.1%
$52.22 - $73.66 $56.3K - $79.4K
6.19K $408K
DIAL
Columbia ETF Tr I Diversified

ETFs
2.91K
+ 3.55%
$17.43 - $18.21 $50.7K - $52.9K
84.8K $1.54M
EAPR
Innovator Etfs Tr Emerging Mkt
1.68K
+ 7.39%
$24.71 - $27.99 $41.5K - $47K
24.4K $683K
PLUG
Plug Power Inc

Industrials
49.3K
+ 109.97%
$0.7 - $1.49 $34.5K - $73.5K
94.1K $140K
UBSI
United Bankshares Inc

Financial Services
1.66K
+ 14.85%
$31.5 - $37.32 $52.4K - $62.1K
12.9K $468K
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
3.75K
+ 20.16%
$17.8 - $20.34 $66.7K - $76.2K
22.3K $444K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
931
+ 7.87%
$14.1 - $22.95 $13.1K - $21.4K
12.8K $275K
M
Macy'S, Inc.

Consumer Cyclical
8.05K
+ 49.57%
$10.02 - $13.19 $80.7K - $106K
24.3K $283K
NBTB
Nbt Bancorp Inc

Financial Services
2.71K
+ 11.05%
$38.62 - $44.8 $105K - $121K
27.2K $1.13M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
3.52K
+ 9.21%
$20.04 - $20.55 $70.5K - $72.3K
41.7K $855K
UPWK
Upwork, Inc

Industrials
5.55K
+ 51.37%
$11.8 - $17.5 $65.5K - $97.2K
16.4K $219K
AVTR
Avantor, Inc.

Basic Materials
11.5K
+ 40.16%
$11.94 - $16.29 $138K - $188K
40.3K $542K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
2.17K
+ 1.85%
$14.37 - $16.29 $31.2K - $35.3K
120K $1.95M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
18.5K
+ 24.4%
$3.97 - $5.84 $73.4K - $108K
94.3K $477K
UVV
Universal Corp

Consumer Defensive
1.15K
+ 27.76%
$50.84 - $65.39 $58.6K - $75.4K
5.31K $309K
PBW
Invesco Exchange Traded Fd Tr

ETFs
1.14K
+ 8.97%
$13.42 - $20.22 $15.3K - $23.1K
13.9K $276K
SAIC
Science Applications International Corp

Technology
620
+ 3.41%
$100.22 - $123.41 $62.1K - $76.5K
18.8K $2.11M
UNTY
Unity Bancorp Inc

Financial Services
565
+ 7.27%
$38.73 - $47.19 $21.9K - $26.7K
8.34K $392K
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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