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
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-45.6K
- 3.26%
$22.66 - $23.41 $1.03M - $1.07M
1.35M $31.6M
GMED
Globus Medical Inc

Healthcare
-10.5K
- 62.05%
$55.82 - $75.5 $588K - $795K
6.44K $379K
CMF
Ishares California Muni Bond E

ETFs
-13.2K
- 5.67%
$54.52 - $56.7 $720K - $749K
220K $12.2M
DSTL
ETF Ser Solution Distillate Us

ETFs
-17.3K
- 17.73%
$48.53 - $55.35 $837K - $955K
80.1K $4.43M
SGOL
Abrdn Gold ETF Trust

ETFs
-52K
- 11.29%
$28.39 - $32.75 $1.48M - $1.7M
409K $12.9M
ITM
Vaneck Intermediate Muni ETF

ETFs
-18.3K
- 9.52%
$44.27 - $45.82 $810K - $838K
174K $7.91M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-12K
- 20.17%
$86.05 - $107.7 $1.04M - $1.3M
47.7K $5.14M
FXI
Ishares Tr

ETFs
-24.1K
- 34.1%
$29.59 - $37.41 $714K - $902K
46.6K $1.71M
AES
Aes Corp

Utilities
-43.2K
- 22.47%
$9.63 - $12.55 $416K - $543K
149K $1.57M
G
Genpact LTD

Technology
-11K
- 21.4%
$40.65 - $50.56 $448K - $558K
40.5K $1.78M
HPQ
Hp Inc

Technology
-11.3K
- 6.84%
$21.88 - $29.32 $247K - $331K
154K $3.76M
POOL
Pool Corp

Industrials
-1.88K
- 19.75%
$285.0 - $325.66 $534K - $611K
7.62K $2.22M
SHEL
Shell PLC

Energy
-4.05K
- 2.26%
$59.75 - $73.05 $242K - $295K
175K $12.3M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-13.8K
- 14.27%
$21.02 - $26.3 $291K - $364K
83.1K $1.75M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-8.63K
- 40.08%
$79.85 - $95.57 $689K - $825K
12.9K $1.23M
IGHG
Proshares Investment Grade Int

ETFs
-10.2K
- 27.73%
$74.89 - $78.35 $765K - $800K
26.6K $2.08M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-7.53K
- 53.8%
$78.47 - $92.25 $591K - $694K
6.46K $524K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-4.96K
- 16.95%
$54.08 - $68.32 $268K - $339K
24.3K $1.34M
WPC
W. P. Carey Inc.

Real Estate
-8.38K
- 2.93%
$56.12 - $64.53 $470K - $541K
278K $17.3M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-35.2K
- 37.47%
$19.43 - $20.13 $685K - $709K
58.8K $1.16M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-38.3K
- 16.26%
$104.23 - $134.39 $3.99M - $5.14M
197K $26.5M
CRL
Charles River Laboratories International, Inc.

Healthcare
-4.82K
- 49.83%
$99.75 - $151.89 $480K - $732K
4.85K $735K
KC
Kingsoft Cloud Holdings LTD

Technology
-43.2K
- 47.14%
$10.98 - $15.9 $474K - $687K
48.5K $606K
ALB
Albemarle Corp

Basic Materials
-6.12K
- 18.85%
$50.76 - $72.25 $311K - $442K
26.3K $1.65M
EXP
Eagle Materials Inc

Basic Materials
-2.62K
- 32.84%
$193.68 - $241.95 $507K - $633K
5.35K $1.08M
GPC
Genuine Parts CO

Consumer Cyclical
-8K
- 5.96%
$105.54 - $129.09 $845K - $1.03M
126K $15.3M
COLB
Columbia Banking System, Inc.

Financial Services
-21.3K
- 18.35%
$20.71 - $25.63 $440K - $545K
94.6K $2.21M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-34.8K
- 16.5%
$57.41 - $74.81 $2M - $2.61M
176K $13.1M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
-56.2K
- 14.69%
$12.19 - $13.37 $684K - $751K
326K $4.36M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-41.5K
- 37.1%
$13.03 - $15.28 $540K - $633K
70.3K $1.03M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-11.3K
- 56.13%
$54.81 - $67.78 $619K - $765K
8.83K $598K
BHP
Bhp Group LTD

Basic Materials
-13K
- 25.38%
$40.22 - $50.88 $522K - $661K
38.2K $1.84M
VLO
Valero Energy Corp

Energy
-6.64K
- 6.35%
$104.69 - $141.77 $695K - $941K
97.8K $13.2M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-1.34K
- 5.61%
$90.21 - $112.66 $121K - $151K
22.5K $2.06M
GDDY
Go Daddy Inc.

Technology
-3.53K
- 11.06%
$162.11 - $192.36 $572K - $679K
28.4K $5.11M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-3.38K
- 7.78%
$107.83 - $119.94 $364K - $405K
40.1K $4.32M
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
-132K
- 80.27%
$4.61 - $7.23 $610K - $957K
32.5K $235K
AGOX
Starboard Invt Tr

ETFs
-99.7K
- 21.96%
$23.19 - $29.58 $2.31M - $2.95M
354K $10.5M
CBSH
Commerce Bancshares Inc

Financial Services
-10K
- 13.43%
$55.42 - $65.63 $556K - $658K
64.6K $4.02M
HUBS
Hubspot Inc

Technology
-995
- 20.66%
$487.07 - $672.24 $485K - $669K
3.82K $2.13M
BMO
Bank Of Montreal

Financial Services
-13.2K
- 23.61%
$87.54 - $110.63 $1.15M - $1.46M
42.7K $4.72M
FFIN
First Financial Bankshares Inc

Financial Services
-17.1K
- 51.68%
$31.3 - $37.48 $534K - $640K
16K $573K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-159
- 0.17%
$86.97 - $102.82 $13.8K - $16.3K
92.2K $8.85M
PPG
Ppg Industries Inc

Basic Materials
-6.91K
- 15.91%
$91.66 - $115.04 $633K - $795K
36.5K $4.15M
MPW
Medical Properties Trust Inc

Real Estate
-33.8K
- 12.95%
$4.31 - $5.91 $146K - $200K
227K $979K
YUM
Yum Brands Inc

Consumer Cyclical
-766
- 1.47%
$138.36 - $161.45 $106K - $124K
51.3K $7.61M
PAC
Pacific Airport Group

Industrials
-3.49K
- 71.16%
$175.11 - $238.95 $611K - $833K
1.41K $324K
SWBI
Smith & Wesson Brands, Inc.

Industrials
-60K
- 62.58%
$8.48 - $10.88 $509K - $653K
35.9K $311K
BALL
Ball Corp

Consumer Cyclical
-15.5K
- 21.47%
$44.94 - $56.99 $698K - $885K
56.8K $3.19M
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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