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
WSR
Whitestone Reit

Real Estate
2.04K
+ 16.14%
$12.06 - $14.62 $24.6K - $29.8K
14.7K $183K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
160
+ 0.86%
$5.37 - $5.86 $859 - $938
18.7K $104K
GHC
Graham Holdings CO

Consumer Defensive
2
+ 0.76%
$876.56 - $1003.53 $1.75K - $2.01K
266 $251K
IQI
Invesco Quality Municipal Income Trust

Financial Services
3.47K
+ 3.06%
$9.09 - $9.79 $31.5K - $33.9K
117K $1.09M
LFVN
Lifevantage Corp

Consumer Defensive
1.95K
+ 10.77%
$11.18 - $16.05 $21.8K - $31.4K
20.1K $262K
OXSQ
Oxford Square Capital Corp.

Financial Services
2.4K
+ 11.7%
$2.18 - $2.64 $5.23K - $6.33K
22.9K $51K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
504
+ 1.94%
$10.68 - $11.35 $5.38K - $5.72K
26.5K $289K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
1.02K
+ 1.16%
$2.82 - $3.3 $2.88K - $3.38K
88.9K $286K
SEMR
Se Mrush Holdings, Inc.

Technology
69
+ 0.49%
$8.29 - $10.97 $572 - $757
14.2K $128K
JBLU
Jetblue Airways Corp

Industrials
2.95K
+ 10.66%
$3.43 - $5.42 $10.1K - $16K
30.7K $129K
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
113
+ 0.67%
$9.65 - $10.68 $1.09K - $1.21K
16.9K $172K
CLOV
Clover Health Investments, Corp.

Healthcare
3.79K
+ 19.97%
$2.74 - $3.77 $10.4K - $14.3K
22.8K $63K
GOOD
Gladstone Commercial Corp

Real Estate
1.55K
+ 3.72%
$13.16 - $15.07 $20.4K - $23.4K
43.2K $619K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
3.49K
+ 2.19%
$20.85 - $24.04 $72.7K - $83.9K
163K $3.81M
PCVX
Vaxcyte, Inc.

Healthcare
932
+ 13.81%
$28.04 - $37.2 $26.1K - $34.7K
7.68K $249K
WAT
Waters Corp

Healthcare
229
+ 5.28%
$307.71 - $366.67 $70.5K - $84K
4.57K $1.59M
HOMZ
ETF Ser Solutions Hoya Cap Hsg

ETFs
33
+ 0.52%
$39.48 - $45.36 $1.3K - $1.5K
6.37K $276K
FRME
First Merchants Corp

Financial Services
161
+ 2.42%
$34.13 - $40.19 $5.49K - $6.47K
6.8K $260K
VFL
Delaware Investments National Municipal Income Fund

Financial Services
354
+ 1.33%
$9.32 - $10.35 $3.3K - $3.66K
27.1K $261K
AMH
American Homes 4 Rent

Real Estate
537
+ 3.3%
$32.8 - $39.31 $17.6K - $21.1K
16.8K $606K
APLE
Apple Hospitality Reit, Inc.

Real Estate
1.39K
+ 6.64%
$10.66 - $12.92 $14.8K - $17.9K
22.3K $260K
SENS
Senseonics Holdings, Inc.

Healthcare
7.1K
+ 10.87%
$0.48 - $0.77 $3.41K - $5.47K
72.4K $34K
RILY
B. Riley Financial, Inc.

Financial Services
565
+ 4.42%
$2.8 - $3.89 $1.58K - $2.2K
13.4K $39K
CHDN
Churchill Downs Inc

Consumer Cyclical
192
+ 6.53%
$87.99 - $111.79 $16.9K - $21.5K
3.13K $316K
IEP
Icahn Enterprises L.P.

Industrials
983
+ 5.37%
$7.81 - $9.75 $7.68K - $9.58K
19.3K $155K
HMY
Harmony Gold Mining CO LTD

Basic Materials
16.7K
+ 5.46%
$12.96 - $17.99 $217K - $301K
323K $4.51M
KAI
Kadant Inc

Industrials
14
+ 1.84%
$286.24 - $350.17 $4.01K - $4.9K
774 $245K
BGR
Black Rock Energy & Resources Trust

Financial Services
386
+ 0.75%
$11.27 - $13.63 $4.35K - $5.26K
51.6K $684K
HURN
Huron Consulting Group Inc.

Industrials
55
+ 1.55%
$132.14 - $153.61 $7.27K - $8.45K
3.6K $495K
PEY
Invesco Exchange Traded Fd Tr

ETFs
20.4K
+ 5.04%
$18.68 - $21.54 $381K - $440K
426K $8.68M
SU
Suncor Energy Inc

Energy
2.7K
+ 3.0%
$31.54 - $41.04 $85.3K - $111K
92.7K $3.47M
CHMI
Cherry Hill Mortgage Investment Corp

Real Estate
430
+ 1.59%
$2.45 - $3.26 $1.05K - $1.4K
27.5K $75K
EBF
Ennis, Inc.

Industrials
633
+ 4.59%
$17.27 - $20.22 $10.9K - $12.8K
14.4K $261K
EVER
Ever Quote, Inc.

Communication Services
675
+ 4.35%
$20.21 - $26.71 $13.6K - $18K
16.2K $391K
KELYA
Kelly Services Inc

Industrials
431
+ 3.11%
$11.05 - $13.28 $4.76K - $5.72K
14.3K $167K
AVY
Avery Dennison Corp

Industrials
29
+ 0.36%
$159.58 - $183.97 $4.63K - $5.34K
8.15K $1.43M
WTM
White Mountains Insurance Group LTD

Financial Services
9
+ 3.57%
$1699.35 - $1901.99 $15.3K - $17.1K
261 $468K
BCE
Bce Inc

Communication Services
805
+ 1.76%
$20.87 - $22.95 $16.8K - $18.5K
46.4K $1.03M
CYTK
Cytokinetics Inc

Healthcare
731
+ 12.38%
$29.84 - $42.92 $21.8K - $31.4K
6.64K $219K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
642
+ 2.97%
$27.55 - $29.44 $17.7K - $18.9K
22.2K $615K
PAXS
Pimco Access Income Fund

Financial Services
121
+ 0.57%
$14.15 - $16.12 $1.71K - $1.95K
21.4K $323K
PRAA
Pra Group Inc

Financial Services
3.23K
+ 28.79%
$13.28 - $21.96 $42.9K - $70.9K
14.4K $213K
SAM
Boston Beer CO Inc

Consumer Defensive
251
+ 17.9%
$187.06 - $249.73 $47K - $62.7K
1.65K $315K
DBO
Invesco Db Oil Fund

ETFs
1.77K
+ 4.66%
$11.91 - $14.79 $21.1K - $26.2K
39.8K $525K
MHK
Mohawk Industries Inc

Consumer Cyclical
2
+ 0.09%
$97.99 - $117.15 $196 - $234
2.22K $233K
LCNB
Lcnb Corp

Financial Services
12
+ 0.01%
$13.64 - $15.65 $164 - $188
80.7K $1.17M
OPK
Opko Health, Inc.

Healthcare
1
+ 0.0%
$1.24 - $1.66 $1.24 - $1.66
60.6K $79K
SUN
Sunoco LP

Energy
2.42K
+ 7.21%
$50.38 - $59.13 $122K - $143K
35.9K $1.92M
EGP
Eastgroup Properties Inc

Real Estate
68
+ 1.89%
$145.28 - $176.09 $9.88K - $12K
3.67K $612K
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