Cetera Investment Advisers Reduced Holdings in Q4 2024

Cetera Investment Advisers

  • $45.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
-40.1K
- 75.37%
$14.43 - $15.02 $579K - $602K
13.1K $189K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-9.31K
- 42.02%
$54.29 - $59.49 $505K - $554K
12.8K $704K
AVTR
Avantor, Inc.

Basic Materials
-19.4K
- 47.47%
$19.72 - $25.54 $383K - $497K
21.5K $453K
IGR
Cbre Global Real Estate Income Fund

Financial Services
-8.75K
- 2.75%
$4.81 - $6.44 $42.1K - $56.4K
310K $1.49M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-20.3K
- 10.53%
$35.94 - $36.85 $729K - $747K
172K $6.34M
NUDM
Nuveen Esg International Devel

ETFs
-9.06K
- 9.97%
$30.06 - $33.38 $272K - $303K
81.9K $2.46M
PAAS
Pan American Silver Corp

Basic Materials
-22.1K
- 9.67%
$19.94 - $25.85 $441K - $571K
206K $4.17M
SAIC
Science Applications International Corp

Technology
-798
- 4.38%
$110.11 - $154.1 $87.9K - $123K
17.4K $1.95M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-7.17K
- 3.07%
$50.62 - $52.07 $363K - $373K
226K $11.5M
RHTX
Starboard Invt Tr Rh Tactical

ETFs
-36.7K
- 25.88%
$15.99 - $17.07 $586K - $626K
105K $1.7M
ERJ
Embraer S.A.

Industrials
-17.8K
- 31.53%
$32.46 - $40.0 $579K - $714K
38.7K $1.42M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-29.6K
- 51.93%
$15.84 - $17.86 $470K - $529K
27.4K $442K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-4.94K
- 11.96%
$32.56 - $42.89 $161K - $212K
36.4K $1.2M
XYL
Xylem Inc.

Industrials
-426
- 1.56%
$116.02 - $137.45 $49.4K - $58.6K
26.8K $3.11M
ALGN
Align Technology Inc

Healthcare
-196
- 1.73%
$205.03 - $245.32 $40.2K - $48.1K
11.1K $2.32M
PSEC
Prospect Capital Corp

Financial Services
-60.7K
- 21.32%
$4.16 - $5.34 $253K - $324K
224K $965K
EBS
Emergent Bio Solutions Inc.

Healthcare
-107K
- 27.89%
$7.72 - $11.97 $828K - $1.28M
277K $2.65M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-2.94K
- 36.57%
$194.9 - $214.12 $573K - $630K
5.1K $1.03M
ELY
Callaway Golf CO

Consumer Cyclical
-29.8K
- 62.7%
N/A
17.7K $333K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-8.08K
- 3.58%
$47.26 - $48.18 $382K - $389K
218K $10.3M
RODM
Hartford Multifactor Developed

ETFs
-11.5K
- 10.79%
$28.36 - $30.42 $326K - $350K
95.1K $2.7M
PNW
Pinnacle West Capital Corp

Utilities
-4.9K
- 14.36%
$84.03 - $94.52 $412K - $463K
29.2K $2.48M
DE
Deere & CO

Industrials
-3.06K
- 2.59%
$389.45 - $466.0 $1.19M - $1.43M
115K $48.7M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-14K
- 14.57%
$42.25 - $43.54 $593K - $611K
82.3K $3.53M
APA
Apa Corp

Energy
-18.3K
- 23.52%
$20.47 - $27.07 $375K - $496K
59.6K $1.38M
STM
St Microelectronics N.V.

Technology
-12.6K
- 28.37%
$24.48 - $28.92 $307K - $363K
31.7K $791K
WBIG
Absolute Shs Tr Wbi Bullbear Y

ETFs
-18.7K
- 18.51%
$23.97 - $25.6 $449K - $480K
82.5K $1.98M
ARES
Ares Management Corp

Financial Services
-11.1K
- 16.14%
$153.38 - $183.7 $1.7M - $2.04M
57.6K $10.2M
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
-5.37K
- 33.27%
$86.15 - $94.34 $463K - $507K
10.8K $953K
VGLT
Vanguard Long Term Treasury Et

ETFs
-1.48K
- 2.16%
$55.1 - $61.74 $81.7K - $91.6K
67.1K $3.71M
CRSP
Crispr Therapeutics Ag

Healthcare
-5.78K
- 16.22%
$38.65 - $55.15 $223K - $319K
29.8K $1.17M
FXU
First Tr Exchange Traded Fd Ut

ETFs
-12K
- 17.53%
$37.15 - $41.12 $447K - $495K
56.6K $2.14M
GWW
W.W. Grainger, Inc.

Industrials
-707
- 4.39%
$1023.06 - $1220.93 $723K - $863K
15.4K $16.2M
PFG
Principal Financial Group Inc

Financial Services
-253
- 0.45%
$74.91 - $91.26 $19K - $23.1K
56.1K $4.34M
MMS
Maximus, Inc.

Industrials
-4.49K
- 51.25%
$69.81 - $92.82 $314K - $417K
4.27K $318K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-4.94K
- 1.03%
$28.6 - $29.27 $141K - $145K
475K $13.6M
CION
Cion Investment Corp

Financial Services
-30.3K
- 10.44%
$11.25 - $12.08 $340K - $366K
260K $2.96M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-2.19K
- 8.49%
$192.71 - $203.05 $422K - $445K
23.6K $4.57M
LSCC
Lattice Semiconductor Corp

Technology
-9.59K
- 61.2%
$48.58 - $63.46 $466K - $609K
6.08K $344K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-17.7K
- 5.75%
$37.61 - $38.92 $666K - $689K
290K $11.2M
LYG
Lloyds Banking Group PLC

Financial Services
-169
- 0.01%
$2.67 - $3.23 $451 - $546
1.24M $3.37M
BGH
Barings Global Short Duration High Yield Fund

Financial Services
-32.5K
- 41.5%
$15.15 - $16.24 $493K - $528K
45.8K $707K
HWC
Hancock Whitney Corp

Financial Services
-12.3K
- 22.81%
$49.12 - $61.04 $605K - $751K
41.7K $2.28M
AZPN
Aspen Technology, Inc.

Technology
-2.19K
- 35.67%
$231.19 - $253.16 $507K - $555K
3.95K $986K
AVY
Avery Dennison Corp

Industrials
-339
- 2.75%
$186.26 - $220.48 $63.1K - $74.7K
12K $2.24M
KIE
Spdr S&P Insurance ETF

ETFs
-8.34K
- 36.25%
$55.65 - $62.03 $464K - $517K
14.7K $828K
FIS
Fidelity National Information Services, Inc.

Technology
-3.47K
- 5.29%
$80.14 - $90.95 $278K - $315K
62K $5.01M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-3.7K
- 2.93%
$70.12 - $75.48 $260K - $279K
122K $8.64M
VTWO
Vanguard Russell 2000 ETF

ETFs
-5.24K
- 2.97%
$87.42 - $98.06 $458K - $514K
171K $15.3M
Activity Summary
Buys All Purchases 2265 New Holdings 231 Increased Positions 2034 Sells All Sells 1399 Reductions 1399 Sold out 0 Options Calls 8 Puts 15
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