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
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-9.81K
- 30.21%
$62.41 - $133.91 $612K - $1.31M
22.7K $1.42M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-27.8K
- 12.0%
$83.18 - $89.27 $2.31M - $2.48M
204K $17M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-79.3K
- 40.5%
$36.6 - $39.56 $2.9M - $3.14M
117K $4.52M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-70.2K
- 16.58%
$35.96 - $36.72 $2.53M - $2.58M
353K $12.8M
PECO
Phillips Edison & Company, Inc.

Real Estate
-47.6K
- 6.13%
$34.43 - $37.49 $1.64M - $1.79M
730K $26.6M
HRL
Hormel Foods Corp

Consumer Defensive
-75.5K
- 30.25%
$28.29 - $31.52 $2.14M - $2.38M
174K $5.39M
VTWO
Vanguard Russell 2000 ETF

ETFs
-11.7K
- 6.81%
$80.08 - $92.93 $935K - $1.08M
160K $12.9M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-252
- 0.4%
$522.96 - $601.18 $132K - $151K
62.6K $33.4M
GM
General Motors CO

Consumer Cyclical
-12.7K
- 4.43%
$45.22 - $54.92 $575K - $698K
274K $12.9M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-4.51K
- 0.28%
$75.99 - $81.58 $342K - $368K
1.59M $122M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-3.58K
- 1.36%
$81.62 - $96.63 $293K - $346K
260K $21.7M
PNR
Pentair PLC

Industrials
-16.3K
- 24.83%
$84.0 - $105.35 $1.37M - $1.72M
49.3K $4.32M
TXT
Textron Inc

Industrials
-28.5K
- 54.1%
$70.19 - $81.2 $2M - $2.32M
24.2K $1.75M
DFS
Discover Financial Services

Financial Services
-12.1K
- 17.15%
$152.99 - $203.25 $1.86M - $2.47M
58.6K $10M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-40.4K
- 10.73%
$78.97 - $85.82 $3.19M - $3.47M
336K $27.9M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-13.9K
- 5.27%
$58.81 - $68.2 $816K - $947K
249K $14.9M
SOUN
Soundhound Ai, Inc.

Technology
-31.8K
- 19.0%
$8.12 - $20.62 $258K - $655K
136K $1.1M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-90.8K
- 49.71%
$24.6 - $24.99 $2.23M - $2.27M
91.9K $2.3M
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
-45.8K
- 34.89%
$47.41 - $48.44 $2.17M - $2.22M
85.5K $4.07M
PFGC
Performance Food Group CO

Consumer Defensive
-25.4K
- 78.24%
$74.86 - $90.93 $1.9M - $2.31M
7.06K $555K
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
-68.6K
- 14.74%
$27.88 - $29.48 $1.91M - $2.02M
397K $11.2M
SON
Sonoco Products CO

Consumer Cyclical
-41.4K
- 34.81%
$44.71 - $49.22 $1.85M - $2.04M
77.6K $3.67M
JPIB
Jpmorgan International Bond Op

ETFs
-44.4K
- 55.58%
$46.97 - $48.35 $2.08M - $2.14M
35.5K $1.7M
VTHR
Vanguard Russell 3000 ETF

ETFs
-6.94K
- 27.84%
$243.2 - $272.04 $1.69M - $1.89M
18K $4.44M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-82.5K
- 4.5%
$23.32 - $23.84 $1.92M - $1.97M
1.75M $41M
TRU
Trans Union

Industrials
-18.9K
- 44.79%
$80.45 - $100.25 $1.52M - $1.9M
23.3K $1.94M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-30.1K
- 29.09%
$49.34 - $55.91 $1.49M - $1.68M
73.4K $3.68M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-52.3K
- 50.25%
$36.57 - $37.91 $1.91M - $1.98M
51.8K $1.93M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-28.4K
- 23.23%
$69.15 - $74.69 $1.97M - $2.12M
94K $6.73M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-34.1K
- 24.16%
$63.91 - $70.19 $2.18M - $2.4M
107K $7.21M
CFG
Citizens Financial Group Inc

Financial Services
-35.4K
- 22.79%
$39.73 - $48.36 $1.41M - $1.71M
120K $4.92M
USRT
Ishares Core U.S. Reit ETF

ETFs
-33.4K
- 19.84%
$55.14 - $60.29 $1.84M - $2.02M
135K $7.78M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-36.8K
- 34.11%
$63.07 - $73.5 $2.32M - $2.71M
71.2K $5M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-48K
- 53.33%
$28.62 - $36.65 $1.37M - $1.76M
42K $1.2M
ICLR
Icon PLC

Healthcare
-5.27K
- 20.04%
$174.99 - $222.58 $923K - $1.17M
21K $3.68M
AXON
Axon Enterprise, Inc.

Industrials
-499
- 2.17%
$496.65 - $710.01 $248K - $354K
22.5K $11.8M
GEO
Geo Group Inc

Real Estate
-65.2K
- 76.09%
$22.92 - $35.35 $1.49M - $2.3M
20.5K $598K
MSCI
Msci Inc.

Financial Services
-2.51K
- 23.65%
$541.46 - $628.34 $1.36M - $1.58M
8.11K $4.59M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-30.9K
- 5.9%
$97.38 - $104.52 $3.01M - $3.23M
494K $50.4M
BALT
Innovator Etfs Tr
-55.8K
- 7.27%
$31.31 - $31.89 $1.75M - $1.78M
712K $22.3M
VITL
Vital Farms, Inc.

Consumer Defensive
-44.9K
- 80.41%
$29.32 - $45.12 $1.32M - $2.02M
10.9K $333K
VTC
Vanguard Scottsdale Fds Total

ETFs
-23.2K
- 66.27%
$74.74 - $77.39 $1.73M - $1.8M
11.8K $907K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-3.83K
- 5.32%
$173.56 - $210.67 $665K - $807K
68.1K $11.8M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-36.3K
- 7.52%
$59.63 - $64.37 $2.17M - $2.34M
447K $27.8M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-955
- 0.3%
$48.37 - $55.84 $46.2K - $53.3K
319K $15.6M
IT
Gartner Inc

Technology
-1.33K
- 7.7%
$418.25 - $548.38 $555K - $728K
15.9K $6.68M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-58.2K
- 20.89%
$33.57 - $37.22 $1.95M - $2.17M
220K $7.9M
BOTZ
Global X Fds

ETFs
-13.2K
- 3.69%
$28.46 - $34.53 $375K - $455K
345K $9.81M
SKX
Skechers Usa Inc

Consumer Cyclical
-22.4K
- 67.67%
$54.98 - $78.24 $1.23M - $1.76M
10.7K $608K
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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