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
ATEC
Alphatec Holdings, Inc.

Healthcare
420
+ 1.79%
$9.43 - $13.03 $3.96K - $5.47K
23.9K $265K
VUSE
ETF Ser Solutions

ETFs
1
+ 0.02%
$50.72 - $62.99 $50.7 - $63
4.41K $277K
HFRO
Highland Income Fund\Ma

Financial Services
5.42K
+ 8.31%
$4.47 - $5.28 $24.2K - $28.6K
70.7K $367K
RLY
Ssga Active ETF Tr

ETFs
607
+ 3.14%
$25.82 - $29.59 $15.7K - $18K
19.9K $579K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
3.51K
+ 10.01%
$3.37 - $4.33 $11.8K - $15.2K
38.5K $161K
OXLC
Oxford Lane Capital Corp.

Financial Services
20.4K
+ 18.28%
$4.01 - $4.96 $81.8K - $101K
132K $554K
RIO
Rio Tinto PLC

Basic Materials
2.76K
+ 3.6%
$52.32 - $62.75 $144K - $173K
79.4K $4.63M
WLK
Westlake Corp

Basic Materials
1.32K
+ 43.56%
$69.83 - $102.01 $92.2K - $135K
4.35K $330K
AROC
Archrock, Inc.

Energy
2.64K
+ 9.52%
$21.0 - $27.11 $55.4K - $71.5K
30.4K $753K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
2.43K
+ 4.15%
$11.02 - $12.48 $26.7K - $30.3K
60.8K $759K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
3.14K
+ 12.86%
$22.73 - $29.21 $71.3K - $91.7K
27.5K $739K
SR
Spire Inc

Utilities
1.11K
+ 10.72%
$71.03 - $79.07 $78.7K - $87.6K
11.4K $835K
TFSL
Tfs Financial Corp

Financial Services
625
+ 2.01%
$11.62 - $13.54 $7.26K - $8.46K
31.8K $411K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
678
+ 4.36%
$8.74 - $11.04 $5.93K - $7.49K
16.2K $179K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
3.25K
+ 17.83%
$4.36 - $5.27 $14.2K - $17.1K
21.5K $110K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
57
+ 0.93%
$29.03 - $38.72 $1.65K - $2.21K
6.17K $235K
BGNE
Bei Gene, Ltd.

Healthcare
106
+ 5.98%
N/A
1.88K $425K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
587
+ 3.32%
$18.53 - $20.98 $10.9K - $12.3K
18.3K $383K
OTTR
Otter Tail Corp

Utilities
773
+ 7.12%
$74.62 - $81.76 $57.7K - $63.2K
11.6K $896K
SIGI
Selective Insurance Group Inc

Financial Services
462
+ 14.06%
$82.37 - $92.83 $38.1K - $42.9K
3.75K $324K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
5.94K
+ 8.24%
$3.55 - $4.0 $21.1K - $23.7K
78K $310K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
1.11K
+ 4.1%
$25.21 - $34.03 $28K - $37.8K
28.2K $844K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
761
+ 9.01%
$41.09 - $50.61 $31.3K - $38.5K
9.2K $441K
CTS
Cts Corp

Technology
285
+ 2.9%
$34.96 - $43.62 $9.96K - $12.4K
10.1K $431K
LAND
Gladstone Land Corp

Real Estate
3.49K
+ 10.27%
$8.95 - $10.51 $31.2K - $36.6K
37.4K $380K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
873
+ 6.87%
$24.37 - $24.56 $21.3K - $21.4K
13.6K $333K
NMR
Nomura Holdings Inc

Financial Services
2.84K
+ 28.12%
$4.95 - $6.6 $14.1K - $18.7K
12.9K $85K
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
2.54K
+ 16.37%
$8.64 - $9.34 $21.9K - $23.7K
18K $165K
SBR
Sabine Royalty Trust

Energy
425
+ 7.73%
$60.25 - $68.76 $25.6K - $29.2K
5.93K $395K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
2.8K
+ 5.12%
$8.4 - $8.8 $23.6K - $24.7K
57.6K $504K
BGB
Blackstone Strategic Credit Fund

Financial Services
1.79K
+ 6.67%
$10.85 - $12.12 $19.4K - $21.7K
28.6K $346K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
307
+ 4.87%
$61.25 - $63.4 $18.8K - $19.5K
6.61K $418K
AFCG
Afc Gamma, Inc.

Real Estate
9.6K
+ 47.08%
$4.38 - $5.83 $42K - $56K
30K $134K
BGH
Barings Global Short Duration High Yield Fund

Financial Services
580
+ 1.3%
$13.42 - $15.4 $7.78K - $8.93K
45K $693K
CDAY
Ceridian Hcm Holding Inc.

Technology
320
+ 4.2%
N/A
7.93K $512K
REG
Regency Centers Corp

Real Estate
497
+ 9.16%
$65.48 - $74.74 $32.5K - $37.1K
5.92K $421K
SMPL
Simply Good Foods CO

Consumer Defensive
1.25K
+ 20.4%
$31.59 - $38.0 $39.5K - $47.5K
7.37K $232K
TOI
Oncology Institute, Inc.

Healthcare
4.55K
+ 34.96%
$1.26 - $3.31 $5.73K - $15K
17.5K $35K
WFG
West Fraser Timber Co., LTD

Basic Materials
641
+ 8.95%
$70.53 - $78.77 $45.2K - $50.5K
7.8K $571K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
3.21K
+ 2.92%
$5.17 - $5.91 $16.6K - $19K
113K $666K
EBC
Eastern Bankshares, Inc.

Financial Services
2.06K
+ 19.94%
$14.18 - $16.5 $29.2K - $34K
12.4K $189K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
3.75K
+ 7.01%
$9.33 - $10.06 $35K - $37.8K
57.3K $553K
FIDI
Fidelity Covington Tr

ETFs
95
+ 0.98%
$19.44 - $23.7 $1.85K - $2.25K
9.83K $228K
FLO
Flowers Foods Inc

Consumer Defensive
3.76K
+ 28.35%
$15.86 - $19.21 $59.6K - $72.2K
17K $271K
TW
Tradeweb Markets Inc.

Financial Services
286
+ 2.73%
$125.37 - $149.02 $35.9K - $42.6K
10.8K $1.58M
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
3.11K
+ 4.85%
$3.75 - $4.3 $11.7K - $13.4K
67.2K $288K
CBT
Cabot Corp

Basic Materials
2.35K
+ 12.19%
$72.47 - $84.35 $171K - $198K
21.7K $1.62M
CLVT
Clarivate PLC

Technology
2.62K
+ 11.18%
$3.1 - $4.5 $8.11K - $11.8K
26K $111K
DHC
Diversified Healthcare Trust

Real Estate
551
+ 3.74%
$2.07 - $3.79 $1.14K - $2.09K
15.3K $54K
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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