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
MSCI
Msci Inc.

Financial Services
-1.16K
- 14.3%
$506.56 - $576.74 $588K - $669K
6.95K $4.01M
FDS
Factset Research Systems Inc

Financial Services
-1.18K
- 23.55%
$398.85 - $473.32 $469K - $556K
3.81K $1.71M
IWD
Ishares Russell 1000 Val ETF

ETFs
-39.8K
- 3.37%
$166.82 - $194.23 $6.64M - $7.74M
1.14M $222M
CQP
Cheniere Energy Partners, L.P.

Energy
-1.21K
- 2.45%
$54.61 - $68.04 $66K - $82.3K
48.2K $2.7M
SMG
Scotts Miracle Gro CO

Basic Materials
-14.4K
- 40.74%
$48.21 - $66.48 $696K - $959K
21K $1.38M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
-3.43K
- 32.56%
$97.78 - $126.44 $335K - $434K
7.11K $754K
MCHI
Ishares Msci China ETF

ETFs
-10.2K
- 67.65%
$45.22 - $55.86 $459K - $567K
4.85K $267K
TROW
Price T Rowe Group Inc

Financial Services
-7.86K
- 16.83%
$80.27 - $98.06 $631K - $771K
38.8K $3.75M
PCTY
Paylocity Holding Corp

Technology
-2.54K
- 22.3%
$172.54 - $201.04 $438K - $510K
8.83K $1.6M
CPRI
Capri Holdings LTD

Consumer Cyclical
-24.5K
- 53.07%
$12.48 - $19.63 $306K - $481K
21.7K $383K
CL
Colgate Palmolive CO

Consumer Defensive
-853
- 0.55%
$87.57 - $96.0 $74.7K - $81.9K
155K $14.1M
DEW
Wisdomtree Tr Global High Divi

ETFs
-10.2K
- 15.52%
$49.61 - $57.63 $504K - $585K
55.3K $3.16M
ILF
Ishares Latin America 40 ETF

ETFs
-26.8K
- 37.8%
$21.35 - $26.21 $572K - $703K
44.1K $1.16M
ABR
Arbor Realty Trust Inc

Real Estate
-28.9K
- 15.49%
$8.92 - $11.89 $258K - $344K
158K $1.69M
ENS
Ener Sys

Industrials
-5.19K
- 52.55%
$78.52 - $100.4 $407K - $521K
4.68K $401K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-3.15K
- 62.35%
$139.81 - $165.8 $440K - $522K
1.9K $295K
POR
Portland General Electric CO

Utilities
-6.98K
- 13.14%
$39.96 - $44.75 $279K - $313K
46.2K $1.88M
KRG
Kite Realty Group Trust

Real Estate
-22.4K
- 50.38%
$19.53 - $23.3 $437K - $521K
22K $499K
PDD
Pinduoduo Inc.

Consumer Cyclical
-3.24K
- 29.24%
$88.35 - $122.19 $286K - $396K
7.84K $820K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-10K
- 15.24%
$51.81 - $61.79 $521K - $621K
55.9K $3.45M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-13.4K
- 31.48%
$50.48 - $64.85 $678K - $871K
29.2K $1.9M
JHG
Janus Henderson Group PLC

Financial Services
-17.9K
- 21.5%
$29.47 - $38.84 $526K - $693K
65.2K $2.53M
LSTR
Landstar System Inc

Industrials
-2.7K
- 36.66%
$131.55 - $151.93 $356K - $411K
4.67K $649K
KBH
Kb Home

Consumer Cyclical
-4.87K
- 12.69%
$50.15 - $58.93 $244K - $287K
33.5K $1.77M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-5.97K
- 17.23%
$71.94 - $86.02 $429K - $514K
28.7K $2.45M
AEE
Ameren Corp

Utilities
-1.39K
- 1.91%
$94.23 - $101.68 $131K - $141K
71.2K $6.84M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-13.5K
- 12.1%
$36.2 - $38.97 $490K - $528K
98.4K $3.83M
MTCH
Match Group, Inc.

Communication Services
-13.7K
- 41.96%
$27.03 - $31.93 $372K - $439K
19K $587K
AFG
American Financial Group Inc

Financial Services
-2.91K
- 24.37%
$116.9 - $132.12 $340K - $384K
9.02K $1.14M
FXD
First Tr Exchange Traded Fd

ETFs
-9.38K
- 30.81%
$50.42 - $63.44 $473K - $595K
21.1K $1.34M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-10.2K
- 9.67%
$42.51 - $43.7 $435K - $447K
95.6K $4.17M
LOGI
Logitech International S.A.

Technology
-6.04K
- 28.91%
$65.57 - $90.16 $396K - $545K
14.9K $1.34M
PAGP
Plains Gp Holdings LP

Energy
-2.52K
- 1.29%
$17.24 - $21.61 $43.4K - $54.5K
192K $3.73M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-8.39K
- 21.29%
$90.58 - $109.05 $760K - $915K
31K $3.38M
EMHC
Spdr Bloomberg Emerging Market
-18.6K
- 23.35%
$23.06 - $24.61 $430K - $459K
61.2K $1.51M
CODI
Compass Diversified Holdings

Industrials
-3.35K
- 10.37%
$6.0 - $18.81 $20.1K - $63K
29K $181K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.76K
- 0.92%
$38.81 - $44.28 $68.5K - $78.1K
189K $8.02M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-19.2K
- 5.8%
$24.32 - $24.81 $467K - $476K
312K $7.73M
FAAR
First Trust Vii Alternative Ab

ETFs
-7.89K
- 4.68%
$25.68 - $29.03 $203K - $229K
161K $4.46M
CNC
Centene Corp

Healthcare
-533
- 0.9%
$53.4 - $64.29 $28.5K - $34.3K
58.6K $3.18M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-10.5K
- 3.36%
$91.23 - $97.27 $954K - $1.02M
301K $29.2M
DURA
Vaneck Morningstar Durable Div

ETFs
-11.2K
- 49.64%
$29.5 - $33.66 $330K - $377K
11.4K $370K
BRKR
Bruker Corp

Healthcare
-9.36K
- 46.72%
$35.5 - $42.18 $332K - $395K
10.7K $439K
LBRT
Liberty Energy Inc.

Energy
-10.5K
- 16.67%
$10.0 - $16.08 $105K - $169K
52.5K $602K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
-14.8K
- 8.55%
$19.39 - $20.21 $287K - $299K
158K $3.1M
EWJ
Ishares Msci Japan ETF

ETFs
-14.5K
- 13.38%
$61.32 - $75.28 $887K - $1.09M
93.7K $7.02M
VGLT
Vanguard Long Term Treasury Et

ETFs
-5.08K
- 7.35%
$53.66 - $58.71 $273K - $298K
64K $3.59M
YPF
Ypf Sociedad Anonima

Energy
-6.01K
- 11.29%
$27.16 - $36.96 $163K - $222K
47.2K $1.48M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
-972
- 34.32%
$267.56 - $340.8 $260K - $331K
1.86K $562K
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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