Cetera Investment Advisers Reduced Holdings in Q2 2025

Cetera Investment Advisers

  • $55.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VIS
Vanguard Industrial ETF

ETFs
-35.7K
- 26.43%
$220.04 - $280.07 $7.85M - $9.99M
99.3K $27.8M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-244K
- 17.65%
$22.87 - $23.14 $5.57M - $5.64M
1.14M $26.2M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-260K
- 27.69%
$20.12 - $21.0 $5.22M - $5.45M
678K $14.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-134K
- 6.71%
$90.56 - $109.49 $12.1M - $14.6M
1.86M $203M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-78.6K
- 30.2%
$73.7 - $90.98 $5.79M - $7.15M
182K $16.5M
EPD
Enterprise Products Partners L.P.

Energy
-62.7K
- 6.24%
$28.95 - $34.22 $1.81M - $2.14M
941K $29.2M
BOND
Pimco Active Bond Exchange Tra

ETFs
-53.4K
- 10.5%
$89.87 - $92.93 $4.8M - $4.96M
456K $42M
VDC
Vanguard Consumer Staples ETF

ETFs
-23.3K
- 8.82%
$204.89 - $224.73 $4.78M - $5.24M
241K $52.8M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-71.9K
- 14.42%
$65.75 - $71.57 $4.73M - $5.15M
427K $30.5M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-215K
- 20.49%
$41.45 - $54.46 $8.91M - $11.7M
835K $43.4M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-213K
- 12.29%
$32.0 - $39.87 $6.81M - $8.49M
1.52M $60.5M
ETR
Entergy Corp

Utilities
-45.2K
- 17.34%
$79.01 - $86.61 $3.57M - $3.91M
215K $17.9M
IAPR
Innovator Etfs Tr Internationa

ETFs
-163K
- 55.87%
$25.9 - $29.24 $4.21M - $4.75M
128K $3.75M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-12.4K
- 28.75%
$196.72 - $266.32 $2.44M - $3.3M
30.7K $7.07M
LOW
Lowes Companies Inc

Consumer Cyclical
-6.04K
- 2.42%
$210.83 - $235.28 $1.27M - $1.42M
243K $54M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-45.3K
- 1.82%
$91.43 - $91.74 $4.14M - $4.15M
2.45M $225M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-85.1K
- 11.1%
$49.18 - $50.17 $4.18M - $4.27M
681K $34.2M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-150K
- 77.93%
$24.18 - $27.61 $3.62M - $4.14M
42.4K $1.15M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
-505K
- 89.64%
$6.47 - $8.05 $3.27M - $4.07M
58.4K $449K
IEF
Ishares Barclays

ETFs
-43.8K
- 4.89%
$93.15 - $96.56 $4.08M - $4.23M
852K $81.6M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-26.5K
- 33.58%
$101.91 - $134.83 $2.7M - $3.57M
52.4K $6.59M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-63.9K
- 4.42%
$59.8 - $60.07 $3.82M - $3.84M
1.38M $82.8M
SUB
Ishares Short Term National Mu

ETFs
-36.5K
- 14.62%
$104.77 - $106.34 $3.83M - $3.88M
213K $22.7M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-19.7K
- 79.5%
$170.2 - $211.82 $3.35M - $4.17M
5.07K $1.07M
SBUX
Starbucks Corp

Consumer Cyclical
-2.48K
- 0.48%
$79.69 - $99.41 $197K - $246K
512K $46.9M
SHV
Ishares Tr

ETFs
-30.9K
- 4.08%
$110.06 - $110.46 $3.4M - $3.41M
725K $80.1M
HYG
Ishares Tr

ETFs
-60.9K
- 6.74%
$75.75 - $80.65 $4.61M - $4.91M
843K $68M
IWL
Ishares Tr Russell 200 ETF

ETFs
-26.8K
- 52.83%
$122.36 - $153.12 $3.28M - $4.1M
23.9K $3.66M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-127K
- 40.05%
$24.96 - $25.5 $3.17M - $3.24M
190K $4.84M
TIP
Ishares Tr Tips Bd ETF

ETFs
-25.7K
- 7.44%
$107.93 - $110.97 $2.77M - $2.85M
319K $35.1M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-49K
- 24.07%
$78.98 - $90.1 $3.87M - $4.42M
155K $13.9M
CHKP
Check Point Software Technologies LTD

Technology
-12K
- 18.59%
$204.26 - $233.47 $2.44M - $2.79M
52.4K $11.6M
CLX
Clorox CO

Consumer Defensive
-6.31K
- 7.44%
$118.01 - $148.69 $744K - $938K
78.4K $9.42M
IYE
Ishares Tr

ETFs
-50.1K
- 27.01%
$40.36 - $49.67 $2.02M - $2.49M
135K $6.12M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-62.6K
- 80.94%
$42.02 - $50.36 $2.63M - $3.15M
14.7K $735K
HYLS
First Tr Tactical High Yield L

ETFs
-73.4K
- 24.87%
$39.8 - $41.84 $2.92M - $3.07M
222K $9.27M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-22.4K
- 18.36%
$53.23 - $70.65 $1.19M - $1.58M
99.7K $5.77M
LPX
Louisiana Pacific Corp

Industrials
-29.8K
- 78.75%
$81.16 - $95.48 $2.42M - $2.85M
8.05K $691K
SCHQ
Schwab Strategic Tr Long Term

ETFs
-77.8K
- 23.61%
$30.46 - $33.4 $2.37M - $2.6M
252K $8.03M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-188K
- 12.09%
$26.82 - $30.48 $5.04M - $5.73M
1.37M $41.7M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-87.9K
- 25.01%
$35.8 - $41.07 $3.15M - $3.61M
263K $10.8M
JD
Jd.Com, Inc.

Consumer Cyclical
-51K
- 43.32%
$31.44 - $41.32 $1.6M - $2.11M
66.7K $2.18M
DMAR
First Tr Ex Tr Viii Cboe Vest
-74.6K
- 47.19%
$35.55 - $39.57 $2.65M - $2.95M
83.5K $3.31M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-40.6K
- 16.28%
$66.87 - $79.47 $2.72M - $3.23M
209K $16.6M
SLB
Schlumberger Limited

Energy
-5.31K
- 1.74%
$31.95 - $42.2 $170K - $224K
301K $10.2M
WEC
Wec Energy Group, Inc.

Utilities
-18K
- 11.62%
$102.24 - $109.76 $1.84M - $1.98M
137K $14.3M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-42.2K
- 44.51%
$65.04 - $82.18 $2.75M - $3.47M
52.6K $4.32M
SON
Sonoco Products CO

Consumer Cyclical
-51.7K
- 66.56%
$40.6 - $47.93 $2.1M - $2.48M
25.9K $1.13M
JLL
Jones Lang Lasalle Inc

Real Estate
-10.3K
- 80.14%
$204.57 - $256.96 $2.1M - $2.64M
2.54K $650K
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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