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
SFNC
Simmons First National Corp

Financial Services
2.35K
+ 2.74%
$17.39 - $20.55 $40.9K - $48.3K
88.1K $1.67M
BBY
Best Buy CO Inc

Consumer Cyclical
5.7K
+ 7.79%
$56.17 - $75.73 $320K - $432K
78.8K $5.29M
LNC
Lincoln National Corp

Financial Services
348
+ 0.43%
$28.95 - $37.27 $10.1K - $13K
80.8K $2.79M
LQDA
Liquidia Corp

Healthcare
91
+ 0.22%
$11.99 - $19.3 $1.09K - $1.76K
42.1K $524K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
647
+ 2.12%
$62.08 - $73.58 $40.2K - $47.6K
31.1K $2.09M
RLI
Rli Corp

Financial Services
463
+ 2.9%
$71.27 - $80.82 $33K - $37.4K
16.4K $1.18M
RIG
Transocean Ltd.

Energy
12.5K
+ 5.66%
$2.13 - $3.32 $26.7K - $41.6K
234K $606K
HESM
Hess Midstream LP

Energy
1.08K
+ 2.94%
$35.23 - $42.89 $38K - $46.3K
37.8K $1.46M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
9.83K
+ 4.63%
$44.37 - $50.04 $436K - $492K
222K $10.6M
HLX
Helix Energy Solutions Group Inc

Energy
302
+ 0.59%
$5.98 - $8.5 $1.81K - $2.57K
51.4K $320K
BIIB
Biogen Inc.

Healthcare
280
+ 2.22%
$113.38 - $135.49 $31.7K - $37.9K
12.9K $1.62M
GRMN
Garmin LTD

Technology
743
+ 2.32%
$173.63 - $218.07 $129K - $162K
32.7K $6.83M
HSY
Hershey CO

Consumer Defensive
1.64K
+ 2.15%
$151.29 - $173.13 $249K - $285K
78K $12.9M
UPS
United Parcel Service Inc

Industrials
30.1K
+ 8.61%
$91.92 - $110.2 $2.77M - $3.32M
379K $38.3M
VTR
Ventas, Inc.

Real Estate
1.21K
+ 3.39%
$62.45 - $70.08 $75.5K - $84.7K
36.9K $2.33M
IXJ
Ishares Global Healthcare ETF

ETFs
705
+ 1.94%
$82.3 - $90.02 $58K - $63.5K
37.1K $3.19M
ARGX
Argenx Se

Healthcare
173
+ 3.15%
$532.27 - $656.65 $92.1K - $114K
5.66K $3.12M
MGEE
Mge Energy Inc

Utilities
51
+ 0.17%
$86.85 - $93.48 $4.43K - $4.77K
29.2K $2.58M
HRZN
Horizon Technology Finance Corp

Financial Services
1.34K
+ 2.12%
$7.14 - $9.47 $9.54K - $12.7K
64.3K $463K
CORT
Corcept Therapeutics Inc

Healthcare
2.76K
+ 32.9%
$62.24 - $91.93 $171K - $253K
11.1K $816K
PDI
Pimco Dynamic Income Fund

Financial Services
44.7K
+ 3.75%
$17.02 - $19.87 $761K - $888K
1.24M $23.5M
HTGC
Hercules Capital, Inc.

Financial Services
1.73K
+ 0.9%
$16.24 - $19.1 $28K - $33K
193K $3.52M
PML
Pimco Municipal Income Fund Ii

Financial Services
2.19K
+ 0.88%
$7.29 - $8.14 $16K - $17.8K
251K $1.87M
AWK
American Water Works Company, Inc.

Utilities
2.74K
+ 4.36%
$133.82 - $151.96 $366K - $416K
65.5K $9.11M
TGTX
Tg Therapeutics, Inc.

Healthcare
311
+ 0.66%
$33.37 - $45.51 $10.4K - $14.2K
47.6K $1.71M
DTE
Dte Energy CO

Utilities
825
+ 1.81%
$127.39 - $139.49 $105K - $115K
46.3K $6.13M
CHRD
Oasis Petroleum Inc.

Energy
1.22K
+ 7.04%
$82.03 - $113.54 $100K - $138K
18.5K $1.79M
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
8K
+ 6.55%
$23.94 - $30.54 $192K - $244K
130K $3.54M
MAN
Manpower Group Inc.

Industrials
348
+ 3.57%
$38.37 - $58.77 $13.4K - $20.5K
10.1K $407K
CHD
Church & Dwight CO Inc

Consumer Defensive
8.7K
+ 12.24%
$91.57 - $110.76 $797K - $964K
79.8K $7.67M
TSN
Tyson Foods, Inc.

Consumer Defensive
5.62K
+ 9.25%
$54.33 - $63.56 $305K - $357K
66.3K $3.71M
OVV
Ovintiv Inc.

Energy
161
+ 0.44%
$31.18 - $44.14 $5.02K - $7.11K
37.2K $1.41M
EQR
Equity Residential

Real Estate
183
+ 0.38%
$61.82 - $71.72 $11.3K - $13.1K
48K $3.24M
MUB
Ishares National Muni Bond ETF

ETFs
13K
+ 0.81%
$102.31 - $105.8 $1.33M - $1.37M
1.62M $169M
CTRA
Coterra Energy Inc.

Energy
17.2K
+ 9.66%
$22.6 - $29.07 $390K - $501K
196K $4.97M
AZO
Autozone Inc

Consumer Cyclical
65
+ 1.51%
$3478.38 - $3880.15 $226K - $252K
4.38K $16.2M
EIX
Edison International

Utilities
8.7K
+ 9.93%
$48.32 - $59.92 $420K - $521K
96.2K $4.97M
DVY
Ishares Tr

ETFs
2.85K
+ 0.74%
$118.37 - $134.86 $337K - $384K
388K $51.6M
PSX
Phillips 66

Energy
3.21K
+ 2.32%
$92.87 - $125.73 $298K - $404K
142K $16.9M
BAX
Baxter International Inc

Healthcare
3.68K
+ 4.72%
$27.8 - $34.02 $102K - $125K
81.7K $2.47M
CHE
Chemed Corp

Healthcare
25
+ 1.46%
$486.93 - $619.21 $12.2K - $15.5K
1.74K $847K
APD
Air Products & Chemicals, Inc.

Basic Materials
4.32K
+ 3.89%
$248.61 - $294.96 $1.07M - $1.27M
115K $32.5M
GO
Grocery Outlet Holding Corp.

Consumer Defensive
3.53K
+ 2.1%
$12.42 - $16.79 $43.9K - $59.3K
172K $2.13M
PSEC
Prospect Capital Corp

Financial Services
4.98K
+ 1.93%
$3.14 - $4.06 $15.6K - $20.2K
263K $835K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
1.73K
+ 1.43%
$10.68 - $12.73 $18.5K - $22K
123K $1.31M
PCG
Pg&E Corp

Utilities
10.2K
+ 8.81%
$13.55 - $17.87 $138K - $182K
126K $1.75M
HDV
Ishares Core High Dividend ETF

ETFs
9.76K
+ 2.79%
$108.41 - $120.51 $1.06M - $1.18M
360K $42.2M
CPB
Campbell Soup CO

Consumer Defensive
1.15K
+ 3.63%
$30.65 - $39.9 $35.2K - $45.8K
32.8K $1.01M
PAA
Plains All American Pipeline LP

Energy
3.06K
+ 1.6%
$16.03 - $20.28 $49.1K - $62.1K
194K $3.55M
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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