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
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
1.1K
+ 8.53%
$53.35 - $58.68 $58.4K - $64.3K
13.9K $782K
HLAL
Listed Fds Tr Wahed Ftse Usa S

ETFs
1.97K
+ 42.23%
$48.33 - $54.35 $95K - $107K
6.62K $323K
EFSC
Enterprise Financial Services Corp

Financial Services
1.93K
+ 19.82%
$53.74 - $61.95 $104K - $119K
11.6K $625K
FCOM
Fidelity Covington Tr Msci Com

ETFs
2.18K
+ 11.58%
$55.97 - $64.13 $122K - $140K
21K $1.18M
SFNC
Simmons First National Corp

Financial Services
9.86K
+ 12.99%
$19.68 - $23.3 $194K - $230K
85.8K $1.76M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
734
+ 17.02%
$154.39 - $176.55 $113K - $130K
5.05K $792K
USAS
Americas Gold & Silver Corp

Basic Materials
21.7K
+ 5.05%
$0.39 - $0.58 $8.45K - $12.6K
451K $238K
BCAT
Black Rock Capital Allocation Trust

ETFs
7.34K
+ 18.67%
$14.35 - $15.88 $105K - $117K
46.6K $671K
FGRO
Fidelity Covington Tr

ETFs
3.38K
+ 1.97%
N/A
175K $3.93M
FMC
Fmc Corp

Basic Materials
6.45K
+ 21.12%
$34.54 - $56.38 $223K - $364K
37K $1.56M
PHK
Pimco High Income Fund

Financial Services
12.4K
+ 2.56%
$4.85 - $4.98 $60.2K - $61.8K
496K $2.43M
CWS
Advisorshares Tr Advisorshares

ETFs
795
+ 2.5%
$63.1 - $68.75 $50.2K - $54.7K
32.5K $2.13M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
3.33K
+ 20.3%
$23.15 - $23.78 $77.1K - $79.2K
19.7K $458K
MDB
Mongo Db, Inc.

Technology
5.11K
+ 35.68%
$175.4 - $298.52 $896K - $1.52M
19.4K $3.41M
R
Ryder System Inc

Industrials
2.44K
+ 11.51%
$136.38 - $170.92 $333K - $417K
23.7K $3.4M
WMS
Advanced Drainage Systems, Inc.

Industrials
1.55K
+ 11.27%
$105.29 - $126.99 $164K - $197K
15.3K $1.67M
VCIF
Vertical Capital Income Fund

Financial Services
8.94K
+ 9.46%
N/A
103K $847K
IQDF
Flexshares International Quali

ETFs
2.14K
+ 18.36%
$23.0 - $25.77 $49.3K - $55.2K
13.8K $344K
QTWO
Q2 Holdings, Inc.

Technology
1.69K
+ 56.09%
$71.37 - $102.68 $121K - $173K
4.7K $376K
NRZ
New Residential Investment Corp.

Real Estate
10.1K
+ 3.63%
N/A
288K $2.09M
FINV
Fin Volution Group

Financial Services
3.13K
+ 21.5%
$6.58 - $10.72 $20.6K - $33.5K
17.7K $170K
WAL
Western Alliance Bancorporation

Financial Services
1.36K
+ 27.61%
$72.65 - $94.0 $99.1K - $128K
6.3K $484K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
6.19K
+ 36.98%
$14.1 - $15.62 $87.3K - $96.7K
22.9K $323K
RC
Ready Capital Corp

Real Estate
18.1K
+ 147.75%
$4.9 - $7.05 $88.8K - $128K
30.4K $154K
ANSS
Ansys Inc

Technology
1.01K
+ 8.42%
$316.56 - $360.36 $320K - $365K
13K $4.12M
SVC
Service Properties Trust

Real Estate
25.8K
+ 61.43%
$2.38 - $2.99 $61.3K - $77K
67.7K $176K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
552
+ 7.25%
$81.61 - $96.36 $45K - $53.2K
8.17K $704K
JFR
Nuveen Floating Rate Income Fund

Financial Services
17.9K
+ 9.68%
$8.41 - $9.05 $151K - $162K
203K $1.72M
POR
Portland General Electric CO

Utilities
391
+ 0.74%
$40.56 - $45.24 $15.9K - $17.7K
53.1K $2.37M
WTTR
Select Energy Services, Inc.

Energy
9.19K
+ 90.9%
$9.37 - $14.56 $86.1K - $134K
19.3K $202K
BBAX
J P Morgan Betabuilders Develo

ETFs
1.42K
+ 25.5%
$48.21 - $51.59 $68.7K - $73.5K
7.01K $340K
MGY
Magnolia Oil & Gas Corp

Energy
1.88K
+ 17.28%
$22.26 - $26.58 $41.7K - $49.8K
12.7K $321K
VGI
Virtus Global Multi Sector Income Fund

Financial Services
8.45K
+ 42.32%
$7.58 - $7.94 $64.1K - $67.1K
28.4K $220K
VPV
Invesco Pennsylvania Value Municipal Income Trust

Financial Services
6.72K
+ 47.65%
$10.14 - $10.65 $68.1K - $71.5K
20.8K $212K
L
Loews Corp

Financial Services
398
+ 9.33%
$81.13 - $91.91 $32.3K - $36.6K
4.66K $428K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
423
+ 15.84%
$157.04 - $169.58 $66.4K - $71.7K
3.09K $486K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
2.19K
+ 13.99%
$49.54 - $55.15 $108K - $121K
17.8K $899K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
444
+ 4.4%
$120.07 - $144.17 $53.3K - $64K
10.5K $1.31M
KB
Kb Financial Group Inc.

Financial Services
1.4K
+ 37.24%
$53.14 - $62.87 $74.4K - $88K
5.16K $279K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
6.76K
+ 21.15%
$8.4 - $9.45 $56.8K - $63.9K
38.7K $348K
ASB
Associated Banc Corp

Financial Services
3.49K
+ 36.28%
$21.06 - $25.63 $73.4K - $89.3K
13.1K $294K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
4.86K
+ 12.16%
$27.52 - $33.6 $134K - $163K
44.8K $1.34M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
4.06K
+ 3.99%
$31.14 - $32.81 $126K - $133K
106K $3.32M
KEX
Kirby Corp

Industrials
949
+ 15.07%
$95.1 - $112.81 $90.2K - $107K
7.25K $731K
NFE
New Fortress Energy Inc.

Utilities
115K
+ 87.96%
$8.31 - $16.3 $955K - $1.87M
246K $2.04M
PCTY
Paylocity Holding Corp

Technology
1.02K
+ 9.82%
$183.21 - $217.86 $186K - $222K
11.4K $2.13M
THO
Thor Industries Inc

Consumer Cyclical
11K
+ 28.49%
$75.81 - $105.39 $832K - $1.16M
49.5K $3.75M
UAA
Under Armour, Inc.

Consumer Cyclical
15.7K
+ 95.46%
$6.25 - $8.66 $98.3K - $136K
32.2K $201K
WBS
Webster Financial Corp

Financial Services
2.79K
+ 13.1%
$47.55 - $61.41 $133K - $171K
24.1K $1.24M
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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