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
GUG
Guggenheim Active Allocation Fund

ETFs
2.31K
+ 11.89%
$13.98 - $15.75 $32.3K - $36.4K
21.7K $340K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
4.56K
+ 11.48%
$14.51 - $15.62 $66.2K - $71.3K
44.3K $666K
MSM
Msc Industrial Direct CO Inc

Industrials
221
+ 5.53%
$70.15 - $85.48 $15.5K - $18.9K
4.22K $358K
PUK
Prudential PLC

Financial Services
144
+ 1.13%
$18.03 - $25.49 $2.6K - $3.67K
12.9K $322K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
3.55K
+ 20.44%
$30.03 - $40.05 $106K - $142K
20.9K $736K
CTOS
Custom Truck One Source, Inc.

Industrials
1.01K
+ 1.72%
$3.39 - $5.07 $3.41K - $5.1K
59.3K $293K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
731
+ 7.57%
N/A
10.4K $672K
RPV
Invesco Exchange Traded Fd Tr

ETFs
357
+ 3.77%
$81.66 - $93.76 $29.2K - $33.5K
9.82K $920K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.09K
+ 1.57%
$22.81 - $22.97 $47.7K - $48K
135K $3.1M
BBAX
J P Morgan Betabuilders Develo

ETFs
101
+ 1.44%
$42.69 - $54.65 $4.31K - $5.52K
7.11K $387K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
6.6K
+ 18.0%
N/A
43.3K $308K
PGNY
Progyny, Inc.

Healthcare
2.81K
+ 6.64%
$20.52 - $23.42 $57.6K - $65.8K
45.1K $992K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
272
+ 8.43%
$62.11 - $78.98 $16.9K - $21.5K
3.5K $269K
STEP
Step Stone Group Inc.

Financial Services
535
+ 9.74%
$42.46 - $60.26 $22.7K - $32.2K
6.03K $334K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
3.6K
+ 5.47%
$8.72 - $10.05 $31.3K - $36.1K
69.4K $697K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
1.92K
+ 13.61%
$22.66 - $23.35 $43.5K - $44.8K
16K $372K
BYND
Beyond Meat, Inc.

Consumer Defensive
10.9K
+ 66.39%
$2.28 - $3.49 $24.9K - $38.1K
27.4K $95K
CE
Celanese Corp

Basic Materials
1.33K
+ 6.54%
$37.49 - $59.36 $49.9K - $79K
21.7K $1.2M
DBEU
Xtrackers Msci Europe Hedged E

ETFs
1.04K
+ 8.78%
$38.92 - $46.4 $40.5K - $48.3K
12.9K $568K
ACVF
ETF Opportunities Tr American

ETFs
1
+ 0.01%
$38.25 - $47.16 $38.3 - $47.2
10.4K $492K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
529
+ 6.74%
$36.58 - $40.39 $19.4K - $21.4K
8.37K $338K
UMBF
Umb Financial Corp

Financial Services
269
+ 6.79%
$86.4 - $107.99 $23.2K - $29K
4.23K $445K
HLAL
Listed Fds Tr Wahed Ftse Usa S

ETFs
245
+ 3.7%
$42.93 - $53.52 $10.5K - $13.1K
6.87K $367K
BCV
Bancroft Fund LTD

Financial Services
900
+ 4.99%
$15.82 - $18.9 $14.2K - $17K
18.9K $358K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
1.52K
+ 5.39%
$14.62 - $16.23 $22.2K - $24.6K
29.6K $481K
DSL
Double Line Income Solutions Fund

Financial Services
10.1K
+ 4.72%
$11.15 - $12.57 $112K - $127K
224K $2.74M
E
Eni Spa

Energy
870
+ 8.4%
$25.19 - $32.93 $21.9K - $28.6K
11.2K $364K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
3.06K
+ 23.61%
$13.57 - $16.83 $41.6K - $51.5K
16K $250K
TDW
Tidewater Inc

Energy
314
+ 4.08%
$32.27 - $48.26 $10.1K - $15.2K
8.01K $369K
CMA
Comerica Inc

Financial Services
523
+ 2.59%
$50.42 - $59.65 $26.4K - $31.2K
20.7K $1.24M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
21.4K
+ 6.48%
$9.75 - $10.96 $208K - $234K
351K $3.64M
SLRC
Slr Investment Corp.

Financial Services
4.3K
+ 11.73%
$14.19 - $17.01 $60.9K - $73.1K
40.9K $660K
DMAT
Global X Fds Disruptive Matls
1.2K
+ 11.1%
$12.11 - $16.79 $14.5K - $20.1K
12K $198K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
183
+ 0.65%
$44.39 - $49.11 $8.12K - $8.99K
28.3K $1.34M
IGE
Ishares Tr North Amern Nat Res

ETFs
1.69K
+ 6.29%
$38.21 - $46.01 $64.4K - $77.6K
28.5K $1.26M
MKTX
Marketaxess Holdings Inc

Financial Services
144
+ 9.97%
$203.19 - $231.09 $29.3K - $33.3K
1.59K $354K
NWN
Northwest Natural Holding CO

Utilities
1.43K
+ 28.46%
$39.62 - $44.11 $56.6K - $63K
6.45K $256K
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
940
+ 5.34%
$9.05 - $12.22 $8.51K - $11.5K
18.5K $217K
ALIT
Alight, Inc.

Technology
9.98K
+ 17.48%
$4.69 - $5.89 $46.8K - $58.8K
67.1K $379K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
2.34K
+ 7.72%
$9.66 - $11.35 $22.6K - $26.6K
32.7K $370K
CYH
Community Health Systems Inc

Healthcare
1.85K
+ 3.71%
$2.39 - $4.35 $4.42K - $8.04K
51.7K $175K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
4.94K
+ 20.63%
$10.66 - $11.83 $52.6K - $58.4K
28.9K $320K
IHE
Ishares Tr

ETFs
1.51K
+ 12.85%
$61.0 - $68.22 $91.8K - $103K
13.2K $866K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
2.05K
+ 6.5%
N/A
33.6K $653K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
1.58K
+ 13.65%
$23.61 - $24.24 $37.3K - $38.3K
13.1K $318K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
2.52K
+ 7.73%
$10.6 - $12.44 $26.7K - $31.4K
35.1K $435K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
1.23K
+ 1.47%
$9.73 - $11.03 $12K - $13.6K
84.7K $934K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
50
+ 0.78%
$89.4 - $99.04 $4.47K - $4.95K
6.45K $623K
CRF
Cornerstone Total Return Fund Inc

Financial Services
1.55K
+ 3.27%
$6.44 - $7.75 $9.99K - $12K
48.9K $379K
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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