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
WHR
Whirlpool Corp

Consumer Cyclical
4.05K
+ 32.87%
$88.58 - $133.14 $358K - $539K
16.4K $1.47M
ALTY
Global X Funds Global X Altern

ETFs
5.28K
+ 46.65%
$11.52 - $12.05 $60.8K - $63.6K
16.6K $194K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
1.12K
+ 26.42%
N/A
5.37K $299K
IAC
Iac/Inter Active Corp

Communication Services
921
+ 12.46%
$41.0 - $50.0 $37.8K - $46.1K
8.31K $381K
MRSK
Toews Agility Shares Managed R

Technology
2.37K
+ 27.91%
$31.27 - $33.98 $74.1K - $80.5K
10.9K $343K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
4.43K
+ 6.25%
$10.1 - $10.61 $44.7K - $47K
75.3K $772K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
5.67K
+ 37.35%
$19.0 - $24.32 $108K - $138K
20.9K $396K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
6.3K
+ 4.87%
$60.05 - $72.21 $378K - $455K
136K $8.52M
PACB
Pacific Biosciences Of California, Inc.

Healthcare
66.8K
+ 235.69%
$1.14 - $2.1 $76.1K - $140K
95.1K $112K
BGS
B&G Foods, Inc.

Consumer Defensive
8.9K
+ 24.51%
$5.62 - $7.87 $50K - $70.1K
45.2K $310K
BERY
Berry Global Group, Inc.

Consumer Cyclical
303
+ 4.1%
$64.35 - $73.03 $19.5K - $22.1K
7.7K $537K
EWY
Ishares Inc Msci South Korea E

ETFs
612
+ 7.39%
$51.16 - $58.46 $31.3K - $35.8K
8.9K $480K
DORM
Dorman Products, Inc.

Consumer Cyclical
749
+ 20.93%
$120.54 - $134.79 $90.3K - $101K
4.33K $521K
IYG
Ishares Tr

ETFs
314
+ 0.7%
$74.6 - $84.81 $23.4K - $26.6K
45.4K $3.57M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
5.76K
+ 7.44%
$16.76 - $17.69 $96.6K - $102K
83.2K $1.39M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
843
+ 15.45%
$61.23 - $63.33 $51.6K - $53.4K
6.3K $396K
AVDE
American Centy ETF Tr Avantis

ETFs
612
+ 18.68%
$60.63 - $68.55 $37.1K - $42K
3.89K $257K
ENR
Energizer Holdings, Inc.

Industrials
3.71K
+ 32.96%
$29.28 - $35.79 $109K - $133K
15K $448K
EVTC
Evertec, Inc.

Technology
878
+ 8.25%
$31.79 - $37.92 $27.9K - $33.3K
11.5K $423K
FYBR
Frontier Communications Parent, Inc.

Communication Services
991
+ 5.62%
$34.83 - $36.05 $34.5K - $35.7K
18.6K $667K
INTA
Intapp, Inc.

Technology
1.39K
+ 31.5%
$57.21 - $74.1 $79.5K - $103K
5.8K $338K
VMO
Invesco Municipal Opportunity Trust

Financial Services
6.66K
+ 22.07%
$9.44 - $9.93 $62.8K - $66.1K
36.8K $349K
NAT
Nordic American Tankers LTD

Industrials
14.1K
+ 5.07%
N/A
292K $1.16M
RWR
Spdr Dow Jones Reit ETF

ETFs
537
+ 5.91%
$95.15 - $104.06 $51.1K - $55.9K
9.63K $954K
CGXU
Capital Group Intl Focus Equit

ETFs
12.7K
+ 0.94%
$24.48 - $26.59 $312K - $339K
1.37M $33.4M
XDSQ
Innovator Etfs Tr Us Equity Ac
3.68K
+ 8.44%
$34.21 - $38.09 $126K - $140K
47.3K $1.65M
IVR
Invesco Mortgage Capital Inc.

Real Estate
9.56K
+ 7.52%
$7.6 - $8.96 $72.6K - $85.6K
137K $1.08M
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
4.47K
+ 10.43%
N/A
47.4K $582K
PR
Permian Resources Corporation

Energy
6.19K
+ 10.75%
$12.33 - $16.0 $76.3K - $99K
63.8K $883K
STEW
Boulder Growth & Income Fund

Financial Services
1.04K
+ 3.38%
$15.76 - $17.3 $16.4K - $18K
31.8K $547K
OMFS
Invesco Exchange Traded Self I

ETFs
1.79K
+ 19.72%
$36.43 - $41.61 $65.2K - $74.5K
10.9K $413K
PD
Pager Duty, Inc.

Technology
2.93K
+ 22.49%
$15.61 - $19.68 $45.7K - $57.6K
15.9K $291K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
1.22K
+ 27.23%
$91.44 - $106.54 $111K - $130K
5.69K $519K
UTZ
Utz Brands, Inc.

Consumer Defensive
4.97K
+ 46.43%
$13.18 - $15.15 $65.5K - $75.3K
15.7K $220K
BGR
Black Rock Energy & Resources Trust

Financial Services
105
+ 0.21%
$12.77 - $13.89 $1.34K - $1.46K
51.3K $696K
BNY
Blackrock New York Municipal Income Trust

Financial Services
5.28K
+ 5.09%
$10.13 - $10.6 $53.5K - $56K
109K $1.11M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
1.82K
+ 19.03%
$33.17 - $35.48 $60.4K - $64.6K
11.4K $382K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
90
+ 0.19%
$15.05 - $16.47 $1.35K - $1.48K
48.5K $777K
STEP
Step Stone Group Inc.

Financial Services
1.42K
+ 34.81%
$47.81 - $64.82 $67.8K - $92K
5.5K $287K
NMRK
Newmark Group, Inc.

Real Estate
7.08K
+ 13.2%
$11.84 - $14.69 $83.8K - $104K
60.7K $738K
HEQT
Simplify Exchange Traded Fds H
2.52K
+ 10.98%
$28.48 - $30.52 $71.9K - $77K
25.5K $728K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
3.46K
+ 26.37%
$14.31 - $14.8 $49.5K - $51.1K
16.6K $239K
SDG
Ishares Trust Ishares Msci Glo

ETFs
605
+ 8.58%
$69.64 - $76.33 $42.1K - $46.2K
7.66K $554K
TEF
Telefonica S A

Communication Services
9.07K
+ 76.76%
$3.89 - $4.73 $35.3K - $42.9K
20.9K $97K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
962
+ 4.66%
$28.37 - $29.61 $27.3K - $28.5K
21.6K $633K
MSA
Msa Safety Inc

Industrials
624
+ 27.84%
$146.69 - $166.47 $91.5K - $104K
2.87K $420K
POWW
Ammo, Inc.

Industrials
17.9K
+ 21.7%
$1.17 - $1.88 $20.9K - $33.6K
100K $138K
RKT
Rocket Companies, Inc.

Financial Services
1.74K
+ 5.28%
$10.28 - $15.77 $17.9K - $27.5K
34.8K $419K
GDV
Gabelli Dividend & Income Trust

Financial Services
1.96K
+ 4.97%
$23.47 - $25.3 $46K - $49.6K
41.4K $998K
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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