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
PGZ
Principal Real Estate Income Fund

Financial Services
3.25K
+ 16.39%
$9.86 - $10.75 $32.1K - $35K
23.1K $243K
TGB
Taseko Mines LTD

Basic Materials
15.2K
+ 35.55%
$1.83 - $2.52 $27.8K - $38.3K
58K $129K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
2.23K
+ 2.57%
$10.47 - $10.92 $23.3K - $24.4K
88.9K $952K
ERIE
Erie Indemnity CO

Financial Services
98
+ 14.45%
$377.62 - $450.61 $37K - $44.2K
776 $325K
HSMV
First Tr Exchange Trd Fd Iii H

ETFs
468
+ 0.32%
$34.85 - $36.87 $16.3K - $17.3K
147K $5.3M
TPYP
Managed Portfolio Ser Tortoise

ETFs
571
+ 4.99%
$34.32 - $37.26 $19.6K - $21.3K
12K $436K
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
5.19K
+ 39.98%
$7.65 - $8.11 $39.7K - $42.1K
18.2K $147K
TX
Ternium S.A.

Basic Materials
890
+ 10.14%
$28.53 - $33.05 $25.4K - $29.4K
9.67K $301K
YELP
Yelp Inc

Communication Services
1.5K
+ 25.47%
$33.6 - $41.25 $50.5K - $62K
7.41K $274K
YOU
Clear Secure, Inc.

Technology
2.08K
+ 17.58%
$22.12 - $27.62 $46K - $57.5K
13.9K $360K
MMT
Mfs Multimarket Income Trust

Financial Services
11.1K
+ 6.27%
$4.6 - $4.74 $50.9K - $52.5K
188K $872K
VIAV
Viavi Solutions Inc.

Technology
1.47K
+ 5.6%
$9.71 - $12.8 $14.3K - $18.9K
27.8K $311K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
1.58K
+ 7.05%
$17.03 - $18.6 $26.9K - $29.4K
24K $441K
CVI
Cvr Energy Inc

Energy
1.42K
+ 5.66%
$17.71 - $21.83 $25.1K - $30.9K
26.4K $512K
IBP
Installed Building Products, Inc.

Consumer Cyclical
376
+ 7.04%
$162.22 - $206.22 $61K - $77.5K
5.72K $980K
JPIN
Jp Morgan Diversified Return I

ETFs
182
+ 1.96%
$52.75 - $58.91 $9.6K - $10.7K
9.49K $542K
ISMD
Northern Lts Fd Tr Iv

ETFs
2.89K
+ 17.89%
$33.87 - $38.9 $97.8K - $112K
19K $649K
AWR
American States Water CO

Utilities
371
+ 2.63%
$70.84 - $80.98 $26.3K - $30K
14.5K $1.14M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
1.64K
+ 5.99%
$16.06 - $16.99 $26.4K - $27.9K
29.1K $485K
CNQ
Canadian Natural Resources LTD

Energy
1.58K
+ 1.87%
$26.72 - $32.74 $42.3K - $51.8K
86.4K $2.66M
CGNX
Cognex Corp

Technology
3.27K
+ 36.26%
$29.83 - $41.02 $97.5K - $134K
12.3K $366K
KOKU
Dbx ETF Tr Xtrackers Msci Koku

ETFs
472
+ 21.55%
$97.66 - $106.31 $46.1K - $50.2K
2.66K $262K
HFRO
Highland Income Fund\Ma

Financial Services
8.13K
+ 14.22%
$4.93 - $5.83 $40.1K - $47.4K
65.3K $339K
PAHC
Phibro Animal Health Corp

Healthcare
1.84K
+ 18.95%
$20.05 - $26.22 $36.9K - $48.2K
11.6K $246K
ESQ
Esquire Financial Holdings, Inc.

Financial Services
1.05K
+ 11.69%
$70.74 - $89.0 $74.6K - $93.8K
10.1K $759K
EWX
Spdr S&P Emerging Markets Smal

ETFs
1.66K
+ 6.29%
$55.48 - $59.47 $91.9K - $98.5K
28K $1.58M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
944
+ 2.61%
$28.27 - $29.28 $26.7K - $27.6K
37.1K $1.08M
HYD
Vaneck High Yield Muni ETF

ETFs
3.53K
+ 1.87%
$50.79 - $52.53 $179K - $185K
192K $9.85M
CSIQ
Canadian Solar Inc.

Technology
10.9K
+ 50.61%
$8.65 - $13.29 $94.7K - $145K
32.6K $281K
FLGB
Franklin Templeton ETF Tr

ETFs
731
+ 9.43%
$25.73 - $29.17 $18.8K - $21.3K
8.48K $243K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
1.74K
+ 7.83%
$34.28 - $36.43 $59.8K - $63.5K
24K $831K
MATX
Matson, Inc.

Industrials
509
+ 14.3%
$127.06 - $149.06 $64.7K - $75.9K
4.07K $521K
ACIW
Aci Worldwide, Inc.

Technology
408
+ 6.66%
$50.38 - $57.35 $20.6K - $23.4K
6.53K $357K
DCI
Donaldson CO Inc

Industrials
639
+ 6.01%
$66.51 - $72.28 $42.5K - $46.2K
11.3K $756K
HSIC
Henry Schein Inc

Healthcare
630
+ 14.67%
$68.49 - $81.91 $43.1K - $51.6K
4.92K $337K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
3.22K
+ 10.6%
$14.31 - $15.69 $46.1K - $50.6K
33.6K $486K
CWT
California Water Service Group

Utilities
17
+ 0.14%
$41.88 - $48.46 $712 - $824
12.1K $586K
INQQ
Exchange Traded Concepts Tr In

ETFs
8.3K
+ 19.05%
$13.32 - $16.5 $111K - $137K
51.9K $744K
PDT
John Hancock Premium Dividend Fund

Financial Services
1.71K
+ 3.51%
$12.43 - $13.08 $21.3K - $22.4K
50.6K $661K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
786
+ 2.88%
$46.06 - $46.94 $36.2K - $36.9K
28.1K $1.3M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
1.11K
+ 0.93%
$12.06 - $13.55 $13.4K - $15.1K
121K $1.54M
KEP
Korea Electric Power Corp

Utilities
3.91K
+ 22.72%
$6.68 - $8.18 $26.1K - $32K
21.1K $156K
MSI
Motorola Solutions, Inc.

Technology
2.52K
+ 5.78%
$411.73 - $482.1 $1.04M - $1.21M
46K $20.2M
S
Sentinel One, Inc.

Technology
10.6K
+ 27.25%
$18.17 - $24.97 $193K - $265K
49.6K $901K
CWENA
Clearway Energy Inc Cl A
1.03K
+ 11.08%
N/A
10.4K $357K
JAMF
Jamf Holding Corp.

Technology
4.64K
+ 44.85%
$12.15 - $15.96 $56.4K - $74K
15K $181K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
16.4K
+ 23.04%
$3.27 - $3.68 $53.8K - $60.5K
87.8K $289K
INTF
Ishares Tr

ETFs
187
+ 1.32%
$28.43 - $31.96 $5.32K - $5.98K
14.4K $443K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
470
+ 10.41%
$85.06 - $87.69 $40K - $41.2K
4.99K $424K
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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