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
CHY
Calamos Convertible & High Income Fund

Financial Services
330
+ 0.51%
$9.18 - $10.99 $3.03K - $3.63K
64.6K $710K
EWL
Ishares Inc Msci Switzerlnd

ETFs
407
+ 3.17%
$47.04 - $56.27 $19.1K - $22.9K
13.2K $725K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
2.69K
+ 23.72%
$21.71 - $22.3 $58.4K - $60K
14K $312K
HNDL
Strategy Shs

ETFs
197
+ 0.2%
$19.2 - $21.66 $3.78K - $4.27K
99.6K $2.16M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
1.57K
+ 2.63%
$22.36 - $23.73 $35K - $37.1K
61.1K $1.45M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
10.2K
+ 20.05%
$5.09 - $5.8 $51.9K - $59.1K
61K $353K
ABCB
Ameris Bancorp

Financial Services
476
+ 11.85%
$50.69 - $64.92 $24.1K - $30.9K
4.49K $290K
JMIA
Jumia Technologies Ag

Consumer Cyclical
5K
+ 23.94%
$1.73 - $4.02 $8.64K - $20.1K
25.9K $103K
KSS
Kohls Corp

Consumer Cyclical
6K
+ 21.64%
$6.13 - $9.4 $36.8K - $56.4K
33.7K $285K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
1.09K
+ 12.4%
$35.95 - $42.85 $39.3K - $46.8K
9.91K $417K
BHC
Bausch Health Companies Inc.

Healthcare
8.4K
+ 73.4%
$4.32 - $6.66 $36.3K - $56K
19.8K $132K
BIO
Bio Rad Laboratories, Inc.

Healthcare
260
+ 13.46%
$216.56 - $256.68 $56.3K - $66.7K
2.19K $528K
DFSD
Dimensional ETF Tr Short Durat

ETFs
677
+ 1.31%
$47.09 - $48.01 $31.9K - $32.5K
52.4K $2.52M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
2.54K
+ 19.23%
$23.03 - $23.64 $58.5K - $60.1K
15.8K $369K
SDG
Ishares Trust Ishares Msci Glo

ETFs
411
+ 5.37%
$65.66 - $77.49 $27K - $31.8K
8.07K $612K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
3.78K
+ 7.02%
$10.73 - $12.54 $40.6K - $47.4K
57.6K $715K
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
6.52K
+ 13.33%
$4.43 - $5.39 $28.9K - $35.1K
55.4K $298K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
2.35K
+ 2.56%
$22.57 - $23.23 $52.9K - $54.5K
94K $2.18M
MC
Moelis & CO

Financial Services
465
+ 6.73%
$48.86 - $62.99 $22.7K - $29.3K
7.38K $459K
TRMD
Torm PLC

Energy
3.22K
+ 22.39%
$13.97 - $19.2 $45K - $61.8K
17.6K $293K
WDI
Western Asset Diversified Income Fund

ETFs
3.03K
+ 10.9%
$12.85 - $14.92 $38.9K - $45.1K
30.8K $456K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
360
+ 5.05%
$34.38 - $44.36 $12.4K - $16K
7.49K $332K
ANIK
Anika Therapeutics, Inc.

Healthcare
9.41K
+ 93.12%
$10.58 - $15.05 $99.5K - $142K
19.5K $206K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
584
+ 0.2%
$8.45 - $9.78 $4.93K - $5.71K
293K $2.85M
UNOV
Earth Science Tech, Inc.

ETFs
307
+ 1.48%
$32.19 - $36.09 $9.88K - $11.1K
21K $758K
PSTL
Postal Realty Trust, Inc.

Real Estate
2.86K
+ 10.23%
$12.59 - $15.36 $36K - $43.9K
30.8K $453K
IMO
Imperial Oil LTD

Energy
291
+ 6.8%
$60.22 - $81.91 $17.5K - $23.8K
4.57K $363K
LSCC
Lattice Semiconductor Corp

Technology
1.44K
+ 28.85%
$37.84 - $56.0 $54.5K - $80.6K
6.43K $315K
CRUS
Cirrus Logic, Inc.

Technology
292
+ 6.05%
$77.43 - $107.58 $22.6K - $31.4K
5.12K $533K
PRGS
Progress Software Corp

Technology
7
+ 0.16%
$54.68 - $64.66 $383 - $453
4.28K $273K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
4.33K
+ 7.26%
$7.0 - $8.06 $30.3K - $34.9K
64K $515K
CGNX
Cognex Corp

Technology
920
+ 7.49%
$23.27 - $32.07 $21.4K - $29.5K
13.2K $418K
FOX
Fox Corp Cl B (De)

Communication Services
1.36K
+ 8.23%
$43.81 - $53.0 $59.5K - $72K
17.9K $922K
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
974
+ 24.79%
$45.67 - $52.02 $44.5K - $50.7K
4.9K $255K
BL
Blackline, Inc.

Technology
29
+ 0.48%
$42.27 - $58.22 $1.23K - $1.69K
6.09K $344K
DOUG
Douglas Elliman Inc.

Real Estate
7.33K
+ 12.98%
$1.53 - $2.95 $11.2K - $21.6K
63.8K $148K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
2.55K
+ 19.54%
N/A
15.6K $315K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
5.77K
+ 1.55%
$26.4 - $29.61 $152K - $171K
379K $11M
SPNS
Sapiens International Corp N V

Technology
960
+ 9.07%
$23.92 - $30.03 $23K - $28.8K
11.5K $337K
ALKS
Alkermes Plc.

Healthcare
3.39K
+ 32.28%
$26.59 - $32.65 $90.2K - $111K
13.9K $397K
ASX
Ase Technology Holding Co., Ltd.

Technology
345
+ 1.17%
$7.42 - $10.65 $2.56K - $3.67K
29.9K $309K
FULT
Fulton Financial Corp

Financial Services
2.88K
+ 12.45%
$15.13 - $18.4 $43.6K - $53.1K
26K $469K
STAG
Stag Industrial, Inc.

Real Estate
1.08K
+ 1.61%
$30.08 - $37.02 $32.5K - $40K
68.2K $2.47M
VSEC
Vse Corp

Industrials
238
+ 14.11%
$103.15 - $140.55 $24.5K - $33.5K
1.93K $252K
ARKO
Arko Corp.

Consumer Cyclical
10.2K
+ 48.37%
$3.65 - $5.29 $37.4K - $54.1K
31.4K $132K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
882
+ 6.87%
$38.16 - $46.72 $33.7K - $41.2K
13.7K $607K
BITF
Bitfarms LTD

Financial Services
10.6K
+ 1.36%
$0.68 - $1.16 $7.22K - $12.3K
790K $663K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
150
+ 1.76%
$105.8 - $131.55 $15.9K - $19.7K
8.66K $1.11M
GH
Guardant Health, Inc.

Healthcare
21
+ 0.42%
$37.05 - $52.04 $778 - $1.09K
4.98K $259K
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
Track This Portfolio

Track Cetera Investment Advisers Portfolio

Follow Cetera Investment Advisers and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cetera Investment Advisers, based on Form 13F filings with the SEC.

News

Stay updated on Cetera Investment Advisers with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email