Cetera Investment Advisers Reduced Holdings in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LFVN
Lifevantage Corp

Consumer Defensive
-377
- 2.04%
$14.42 - $25.62 $5.44K - $9.66K
18.1K $264K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-9.39K
- 3.17%
$13.34 - $13.81 $125K - $130K
287K $3.92M
BJUN
Innovator U.S. Equity Buffer E

ETFs
-1.5K
- 5.99%
N/A
23.5K $918K
EEMA
Ishares Msci Emerging Markets

ETFs
-1.08K
- 11.47%
$69.51 - $77.24 $75K - $83.3K
8.33K $616K
MBIN
Merchants Bancorp

Financial Services
-1.67K
- 17.06%
$34.75 - $43.49 $58.1K - $72.7K
8.13K $300K
NURE
Nuveen Short Term Reit ETF

ETFs
-1.5K
- 7.86%
$30.4 - $32.64 $45.7K - $49.1K
17.6K $551K
ERIC
Ericsson Lm Telephone CO

Technology
-3.74K
- 4.02%
$7.47 - $8.9 $28K - $33.3K
89.4K $693K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
-1.92K
- 7.16%
$28.9 - $31.59 $55.3K - $60.5K
24.8K $725K
IBND
Spdr Bloomberg International C

ETFs
-2.48K
- 16.31%
$27.72 - $29.79 $68.8K - $74K
12.7K $375K
GAIN
Gladstone Investment Corporation\De

Financial Services
-4.38K
- 12.64%
$12.65 - $13.97 $55.4K - $61.1K
30.2K $403K
AVNT
Avient Corp

Basic Materials
-434
- 4.4%
$36.91 - $44.21 $16K - $19.2K
9.44K $350K
GSBC
Great Southern Bancorp, Inc.

Financial Services
-501
- 8.49%
$55.37 - $62.0 $27.7K - $31.1K
5.4K $299K
LCID
Lucid Group, Inc.

Consumer Cyclical
-3.41K
- 4.5%
$2.03 - $3.48 $6.92K - $11.9K
72.4K $175K
SLG
Sl Green Realty Corp

Real Estate
-231
- 6.05%
$55.58 - $68.38 $12.8K - $15.8K
3.59K $206K
ALGM
Allegro Microsystems, Inc.

Technology
-3.82K
- 28.92%
$21.77 - $28.31 $83.2K - $108K
9.39K $236K
NIO
Nio Inc.

Consumer Cyclical
-606
- 0.67%
$3.75 - $5.22 $2.27K - $3.16K
89.5K $340K
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
-605
- 2.76%
$19.31 - $23.25 $11.7K - $14.1K
21.4K $412K
TRND
Pacer Fds Tr Trendpilot Fd Fds

ETFs
-1.33K
- 4.94%
$31.93 - $33.88 $42.4K - $45K
25.5K $821K
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
-1.81K
- 16.01%
$30.14 - $32.16 $54.4K - $58K
9.47K $291K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
-209
- 6.09%
$66.62 - $81.69 $13.9K - $17.1K
3.23K $222K
HMC
Honda Motor CO LTD

Consumer Cyclical
-274
- 0.91%
$26.9 - $30.41 $7.37K - $8.33K
29.7K $805K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
-4.48K
- 21.77%
$10.17 - $10.76 $45.6K - $48.2K
16.1K $165K
HLMN
Hillman Solutions Corp.

Industrials
-1.82K
- 5.39%
$8.69 - $10.5 $15.8K - $19.1K
31.9K $280K
OPEN
Opendoor Technologies Inc.

Real Estate
-21.5K
- 47.77%
$1.02 - $1.72 $22K - $37K
23.5K $24K
POST
Post Holdings, Inc.

Consumer Defensive
-869
- 3.1%
$104.57 - $116.92 $90.9K - $102K
27.1K $3.16M
GMOM
Cambria ETF Tr Cambria Global

ETFs
-1.2K
- 1.33%
$28.24 - $30.2 $33.9K - $36.3K
89.3K $2.55M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-618
- 2.15%
$37.87 - $39.86 $23.4K - $24.6K
28.1K $1.07M
HBM
Hudbay Minerals Inc.

Basic Materials
-4.83K
- 25.12%
$6.6 - $9.58 $31.9K - $46.3K
14.4K $109K
PXI
Invesco Exchange Traded Fd Tr

ETFs
-700
- 3.12%
$40.69 - $48.82 $28.5K - $34.2K
21.7K $948K
SII
Sprott Inc.

Financial Services
-1.57K
- 17.29%
$39.75 - $45.18 $62.3K - $70.8K
7.5K $336K
WEA
Western Asset Premier Bond Fund

Financial Services
-6.79K
- 10.0%
$10.63 - $11.21 $72.2K - $76.1K
61.2K $685K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-3.77K
- 5.61%
$11.17 - $11.61 $42.1K - $43.7K
63.4K $712K
WLDR
Two Rds Shared Tr Affinity Wor

ETFs
-1.29K
- 12.46%
$28.67 - $31.89 $37.1K - $41.2K
9.08K $262K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-1.95K
- 2.17%
$0.6 - $1.22 $1.17K - $2.37K
87.9K $52K
VFL
Delaware Investments National Municipal Income Fund

Financial Services
-4.13K
- 13.39%
$10.04 - $10.82 $41.5K - $44.7K
26.7K $270K
FCPI
Fidelity Covington Tr Stocks F

ETFs
-977
- 8.31%
$41.93 - $46.57 $41K - $45.5K
10.8K $466K
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
-5.72K
- 27.61%
$7.75 - $7.98 $44.3K - $45.7K
15K $117K
BWB
Bridgewater Bancshares Inc

Financial Services
-3.54K
- 17.68%
$12.56 - $15.24 $44.4K - $53.9K
16.5K $228K
COPX
Global X Copper Miners ETF

ETFs
-1.68K
- 6.38%
$37.72 - $43.32 $63.5K - $73K
24.7K $965K
OGS
One Gas, Inc.

Utilities
-2.03K
- 11.54%
$67.77 - $76.05 $137K - $154K
15.5K $1.17M
PBJ
Invesco Exchange Traded Fd Tr

ETFs
-822
- 10.83%
$44.15 - $48.43 $36.3K - $39.8K
6.77K $311K
JCE
Nuveen Core Equity Alpha Fund

Financial Services
-451
- 1.74%
$14.32 - $16.14 $6.46K - $7.28K
25.4K $370K
UBSI
United Bankshares Inc

Financial Services
-234
- 2.05%
$34.03 - $39.27 $7.96K - $9.19K
11.2K $388K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
-854
- 3.31%
$22.2 - $23.74 $19K - $20.3K
24.9K $563K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-2.26K
- 1.4%
$19.8 - $19.97 $44.7K - $45.1K
159K $3.16M
MASI
Masimo Corp

Healthcare
-246
- 13.33%
$163.55 - $190.63 $40.2K - $46.9K
1.6K $266K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-4.87K
- 4.25%
$5.87 - $6.26 $28.6K - $30.5K
110K $646K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
-5.09K
- 33.44%
$14.09 - $18.05 $71.7K - $91.9K
10.1K $180K
IMMR
Immersion Corp

Technology
-1.83K
- 8.76%
$7.44 - $8.97 $13.6K - $16.4K
19K $144K
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
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