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
A
Agilent Technologies, Inc.

Healthcare
-3.5K
- 9.64%
$99.29 - $120.52 $347K - $421K
32.8K $3.87M
CORP
Pimco Investment Grade Corp Bd

ETFs
-4.09K
- 9.56%
$94.14 - $97.31 $385K - $398K
38.7K $3.77M
ARCC
Ares Capital Corp

Financial Services
-6.76K
- 0.6%
$18.91 - $22.43 $128K - $152K
1.12M $24.6M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-1.53K
- 1.23%
$22.66 - $26.12 $34.6K - $39.9K
122K $3M
VCIT
Vanguard Intermediate Term Cor

ETFs
-16K
- 1.94%
$79.56 - $82.92 $1.27M - $1.32M
807K $66.9M
HP
Helmerich & Payne, Inc.

Energy
-7.71K
- 33.64%
$15.16 - $26.78 $117K - $207K
15.2K $230K
AVA
Avista Corp

Utilities
-6.24K
- 19.9%
$36.94 - $42.43 $230K - $265K
25.1K $952K
PTH
Invesco Exchange Traded Fd Tr

ETFs
-8.9K
- 60.6%
$34.88 - $40.29 $311K - $359K
5.79K $225K
JBHT
Hunt J B Transport Services Inc

Industrials
-1.93K
- 11.16%
$124.73 - $152.78 $241K - $295K
15.4K $2.21M
MUSA
Murphy Usa Inc.

Consumer Cyclical
-161
- 3.52%
$388.56 - $520.27 $62.6K - $83.8K
4.41K $1.79M
HOMB
Home Bancshares Inc

Financial Services
-12.7K
- 26.91%
$25.05 - $29.62 $318K - $376K
34.5K $980K
FISV
Fiserv Inc

Technology
-2.77K
- 2.51%
N/A
108K $13.5M
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
-36.6K
- 9.22%
$25.77 - $30.14 $943K - $1.1M
360K $10.9M
DOCN
Digital Ocean Holdings, Inc.

Technology
-2.46K
- 4.41%
$25.91 - $35.19 $63.8K - $86.6K
53.4K $1.52M
GNTX
Gentex Corp

Consumer Cyclical
-6.65K
- 4.55%
$20.83 - $23.52 $139K - $156K
140K $3.07M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-4.95K
- 1.71%
$43.63 - $45.4 $216K - $225K
285K $12.7M
VALE
Vale S.A.

Basic Materials
-28.2K
- 12.56%
$8.26 - $10.1 $233K - $285K
196K $1.91M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-46.9K
- 10.49%
$55.73 - $68.72 $2.61M - $3.22M
400K $27.5M
VNET
Vnet Group, Inc.

Technology
-32.1K
- 37.57%
$4.74 - $8.12 $152K - $261K
53.4K $368K
MIDD
Middleby Corp

Industrials
-1.95K
- 31.88%
$124.01 - $154.76 $242K - $302K
4.17K $601K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
-17.1K
- 28.65%
$12.07 - $14.61 $206K - $249K
42.5K $546K
DBA
Invesco Db Agriculture Fund

ETFs
-11.3K
- 10.32%
$25.27 - $27.68 $286K - $313K
98.2K $2.57M
LKQ
Lkq Corp

Consumer Cyclical
-1.21K
- 2.56%
$36.86 - $43.38 $44.5K - $52.4K
46K $1.7M
NDSN
Nordson Corp

Industrials
-2.3K
- 15.36%
$167.51 - $223.5 $386K - $514K
12.7K $2.72M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-13K
- 17.41%
$30.9 - $34.31 $401K - $445K
61.5K $2.11M
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
-7.07K
- 29.69%
$43.06 - $44.41 $304K - $314K
16.7K $743K
WU
Western Union CO

Financial Services
-118
- 0.09%
$8.37 - $10.63 $988 - $1.25K
136K $1.14M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-4.76K
- 1.25%
$12.21 - $13.9 $58.1K - $66.2K
377K $4.92M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-17.1K
- 17.43%
$37.77 - $48.45 $646K - $829K
81K $3.93M
CCI
Crown Castle International Corp

Real Estate
-1.29K
- 1.28%
$94.83 - $107.06 $122K - $138K
99.8K $10.3M
IYT
Ishares Tr U.S. Transportation

ETFs
-5.42K
- 27.88%
$55.22 - $68.54 $299K - $372K
14K $961K
HLI
Houlihan Lokey, Inc.

Financial Services
-3.88K
- 17.27%
$141.59 - $182.75 $549K - $708K
18.6K $3.34M
AER
Aer Cap Holdings N.V.

Industrials
-4.65K
- 26.31%
$88.97 - $117.24 $414K - $545K
13K $1.52M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-5.1K
- 13.09%
$42.44 - $49.08 $216K - $250K
33.8K $1.62M
HYGV
Flexshares Tr High Yield Value

ETFs
-7.32K
- 24.75%
$38.45 - $41.03 $281K - $300K
22.2K $912K
SSNC
Ss&C Technologies Holdings Inc

Technology
-3.1K
- 9.65%
$71.96 - $83.42 $223K - $259K
29.1K $2.41M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-1.14K
- 0.56%
$45.9 - $48.26 $52.4K - $55.1K
203K $9.47M
GEO
Geo Group Inc

Real Estate
-7.11K
- 34.73%
$23.11 - $31.67 $164K - $225K
13.4K $320K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-2.39K
- 11.21%
$67.02 - $83.8 $160K - $200K
18.9K $1.44M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-2.15K
- 8.92%
$41.37 - $53.28 $89K - $115K
22K $982K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-6.73K
- 4.85%
N/A
132K $5.35M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-21.2K
- 5.15%
$10.78 - $11.28 $229K - $239K
390K $4.34M
IBB
Ishares Biotechnology ETF

ETFs
-1.47K
- 2.33%
$112.02 - $129.0 $164K - $189K
61.5K $7.77M
PSCC
Invesco S&P Smallcap Consumer

ETFs
-6.17K
- 17.88%
$32.3 - $36.01 $199K - $222K
28.3K $941K
GQRE
Flexshares Tr Global Quality R

ETFs
-5.09K
- 23.59%
$51.85 - $60.01 $264K - $305K
16.5K $983K
ALC
Alcon Inc

Healthcare
-973
- 3.59%
$82.88 - $98.3 $80.6K - $95.6K
26.1K $2.3M
NEOG
Neogen Corp

Healthcare
-18.6K
- 40.84%
$4.39 - $8.59 $81.6K - $160K
26.9K $128K
OPRA
Opera LTD

Communication Services
-18.3K
- 60.8%
$13.79 - $19.1 $253K - $350K
11.8K $223K
WCN
Waste Connections, Inc.

Industrials
-469
- 2.34%
$183.26 - $199.95 $85.9K - $93.8K
19.6K $3.65M
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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