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
SWIM
Latham Group, Inc.

Industrials
-2.16K
- 13.16%
$5.46 - $7.53 $11.8K - $16.3K
14.3K $91K
WDFC
Wd 40 CO

Basic Materials
-116
- 2.78%
$226.67 - $250.92 $26.3K - $29.1K
4.06K $989K
FFIN
First Financial Bankshares Inc

Financial Services
-518
- 1.54%
$34.78 - $38.52 $18K - $20K
33K $1.19M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-449
- 2.62%
$46.53 - $53.12 $20.9K - $23.9K
16.7K $785K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-571
- 1.07%
$14.28 - $14.97 $8.15K - $8.55K
53K $757K
LESL
Leslie'S, Inc.

Consumer Cyclical
-85
- 0.59%
$0.74 - $2.3 $62.9 - $195
14.3K $10K
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
-1.17K
- 6.19%
$18.41 - $19.64 $21.6K - $23K
17.8K $338K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-180
- 0.69%
$106.46 - $114.75 $19.2K - $20.7K
26K $2.86M
DAN
Dana Inc

Consumer Cyclical
-3.68K
- 23.3%
$11.27 - $16.88 $41.5K - $62.1K
12.1K $161K
DEA
Easterly Government Properties, Inc.

Real Estate
-946
- 6.48%
$10.26 - $11.77 $9.71K - $11.1K
13.7K $144K
FIZZ
National Beverage Corp

Consumer Defensive
-345
- 6.09%
$38.95 - $43.68 $13.4K - $15.1K
5.32K $220K
SUI
Sun Communities Inc

Real Estate
-435
- 6.94%
$120.53 - $136.43 $52.4K - $59.3K
5.84K $750K
QDIV
Global X Funds S&P 500 Quality

ETFs
-697
- 7.46%
$34.15 - $35.86 $23.8K - $25K
8.65K $303K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-260
- 3.66%
N/A
6.84K $511K
SBLK
Star Bulk Carriers Corp.

Industrials
-2.39K
- 8.36%
$14.35 - $17.15 $34.3K - $41K
26.2K $407K
UCBI
United Community Banks Inc

Financial Services
-696
- 6.83%
N/A
9.5K $278K
ETWO
E2open Parent Holdings, Inc.

Technology
-876
- 3.3%
$2.0 - $2.92 $1.75K - $2.56K
25.7K $51K
NMAI
Nuveen Multi Asset Income Fund

ETFs
-1.27K
- 1.24%
$11.9 - $12.65 $15.1K - $16.1K
101K $1.22M
PAWZ
Proshares Tr Pet Care ETF

ETFs
-192
- 4.7%
$51.08 - $56.64 $9.81K - $10.9K
3.9K $203K
QRVO
Qorvo, Inc.

Technology
-615
- 5.93%
$69.12 - $90.57 $42.5K - $55.7K
9.75K $705K
REXR
Rexford Industrial Realty, Inc.

Real Estate
-621
- 5.3%
$37.17 - $41.44 $23.1K - $25.7K
11.1K $434K
SIGI
Selective Insurance Group Inc

Financial Services
-127
- 3.72%
$78.49 - $95.48 $9.97K - $12.1K
3.29K $300K
BHC
Bausch Health Companies Inc.

Healthcare
-15
- 0.13%
$6.16 - $7.94 $92.4 - $119
11.4K $74K
IIM
Invesco Value Municipal Income Trust

Financial Services
-2.54K
- 1.7%
$11.84 - $12.49 $30K - $31.7K
146K $1.75M
LNKB
Linkbancorp, Inc.

Financial Services
-600
- 2.84%
$6.69 - $7.63 $4.01K - $4.58K
20.5K $139K
PCK
Pimco California Municipal Income Fund Ii

Financial Services
-2.45K
- 4.34%
$5.54 - $5.98 $13.6K - $14.6K
53.9K $304K
PRI
Primerica, Inc.

Financial Services
-146
- 7.98%
$271.41 - $296.43 $39.6K - $43.3K
1.68K $478K
SIEB
Siebert Financial Corp

Financial Services
-1.13K
- 0.7%
$2.25 - $3.27 $2.55K - $3.71K
161K $485K
CYH
Community Health Systems Inc

Healthcare
-585
- 1.16%
$2.54 - $3.92 $1.49K - $2.29K
49.8K $134K
FXA
Invesco Currency Shares Australian Dollar Trust

ETFs
-300
- 6.78%
$60.84 - $63.42 $18.3K - $19K
4.13K $255K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-372
- 5.8%
$40.38 - $42.65 $15K - $15.9K
6.05K $250K
AGZ
Ishares Agency Bond ETF

ETFs
-390
- 2.1%
$107.46 - $109.48 $41.9K - $42.7K
18.2K $1.99M
KOPN
Kopin Corp

Technology
-5.25K
- 22.58%
$0.93 - $2.03 $4.88K - $10.7K
18K $16K
CXE
Mfs High Income Municipal Trust

Financial Services
-4.1K
- 24.67%
$3.6 - $3.85 $14.7K - $15.8K
12.5K $46K
UNIT
Uniti Group Inc.

Real Estate
-988
- 4.76%
$4.75 - $5.98 $4.69K - $5.91K
19.8K $99K
KTF
Dws Municipal Income Trust

Financial Services
-1.34K
- 8.19%
$9.32 - $9.72 $12.5K - $13K
15K $140K
HPS
John Hancock Preferred Income Fund Iii

Financial Services
-698
- 0.51%
$14.1 - $15.53 $9.84K - $10.8K
136K $2.04M
INDY
Ishares India 50 ETF

ETFs
-266
- 2.46%
$47.15 - $51.6 $12.5K - $13.7K
10.6K $536K
GAM
General American Investors CO Inc

Financial Services
-38
- 0.22%
$49.23 - $53.5 $1.87K - $2.03K
17K $854K
AGI
Alamos Gold Inc

Basic Materials
-7.87K
- 33.01%
$18.69 - $26.74 $147K - $211K
16K $427K
CRBU
Caribou Biosciences, Inc.

Healthcare
-1.37K
- 8.71%
$0.88 - $1.88 $1.21K - $2.58K
14.4K $13K
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
-780
- 3.61%
$9.38 - $9.81 $7.32K - $7.65K
20.8K $197K
PMO
Putnam Municipal Opportunities Trust

Financial Services
-1.31K
- 8.44%
$9.96 - $10.76 $13K - $14.1K
14.2K $144K
MBOX
Ea Series Trust Freedom Day Di

ETFs
-384
- 5.69%
$32.45 - $34.88 $12.5K - $13.4K
6.36K $210K
FLCA
Franklin Templeton ETF Tr

ETFs
-704
- 3.0%
$35.77 - $38.72 $25.2K - $27.3K
22.8K $848K
FLSP
Franklin Templeton ETF Tr Lib

ETFs
-2.71K
- 3.1%
$23.66 - $24.55 $64K - $66.4K
84.5K $2.07M
NUSA
Nuveen Enhanced Yield 1 5 Year

ETFs
-654
- 6.42%
$22.89 - $23.3 $15K - $15.2K
9.53K $222K
RWT
Redwood Trust Inc

Real Estate
-747
- 5.15%
$6.01 - $6.72 $4.49K - $5.02K
13.8K $83K
SBR
Sabine Royalty Trust

Energy
-421
- 7.11%
$64.04 - $69.75 $27K - $29.4K
5.5K $372K
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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