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
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-2.18K
- 28.62%
$104.87 - $112.53 $229K - $245K
5.44K $597K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-5.54K
- 20.29%
$28.64 - $32.91 $159K - $182K
21.7K $630K
PTC
Ptc Inc.

Technology
-264
- 4.56%
$153.3 - $193.48 $40.5K - $51.1K
5.53K $856K
AOS
Smith A O Corp

Industrials
-2.01K
- 7.35%
$65.16 - $72.69 $131K - $146K
25.3K $1.65M
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
-21.3K
- 11.43%
$5.27 - $6.27 $112K - $133K
165K $869K
FTV
Fortive Corp

Technology
-1.55K
- 3.04%
$71.82 - $82.98 $112K - $129K
49.5K $3.62M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-3.35K
- 12.83%
$37.33 - $45.03 $125K - $151K
22.7K $869K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-1.73K
- 16.32%
$162.48 - $175.37 $281K - $303K
8.87K $1.54M
FSIG
First Tr ETF Iv LTD Duration I
-13.4K
- 1.93%
$18.74 - $19.04 $251K - $255K
680K $12.9M
HYGV
Flexshares Tr High Yield Value

ETFs
-4.82K
- 14.02%
$40.21 - $41.29 $194K - $199K
29.6K $1.19M
EGO
Eldorado Gold Corp

Basic Materials
-20.4K
- 27.98%
$13.41 - $16.82 $274K - $343K
52.5K $883K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
-12.9K
- 54.26%
$7.89 - $12.48 $102K - $161K
10.9K $97K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-11.8K
- 3.43%
$24.29 - $24.65 $285K - $290K
331K $8.15M
XRMI
Global X Fds S&P 500 Risk Mana

ETFs
-5.69K
- 5.29%
$18.37 - $19.62 $105K - $112K
102K $1.88M
PBE
Invesco Exchange Traded Fd Tr

ETFs
-1.99K
- 8.62%
$63.44 - $70.44 $126K - $140K
21.1K $1.34M
ONLN
Proshares Tr Online Retail ETF

ETFs
-3.57K
- 11.4%
$42.63 - $51.27 $152K - $183K
27.7K $1.2M
RMD
Resmed Inc

Healthcare
-602
- 4.78%
$219.7 - $257.65 $132K - $155K
12K $2.69M
VRTS
Virtus Investment Partners, Inc.

Financial Services
-381
- 14.01%
$167.94 - $220.1 $64K - $83.9K
2.34K $403K
HYDB
Ishares Tr Edge High Yield Def

ETFs
-4.9K
- 1.11%
$46.82 - $47.8 $229K - $234K
438K $20.6M
DNLI
Denali Therapeutics Inc.

Healthcare
-2.71K
- 11.93%
$13.6 - $23.59 $36.8K - $63.9K
20K $271K
TEX
Terex Corp

Industrials
-2.27K
- 18.1%
$37.65 - $48.97 $85.5K - $111K
10.3K $388K
CHDN
Churchill Downs Inc

Consumer Cyclical
-927
- 23.97%
$106.5 - $132.91 $98.7K - $123K
2.94K $326K
EEMV
Ishares Msci Emerging Markets

ETFs
-4.21K
- 2.62%
$57.07 - $59.29 $240K - $250K
156K $9.13M
WING
Wingstop Inc.

Consumer Cyclical
-23
- 0.73%
$207.0 - $311.93 $4.76K - $7.17K
3.12K $704K
SIXJ
Aim ETF Prods Tr Allianzim U S
-1.03K
- 0.32%
$29.68 - $31.19 $30.7K - $32.2K
327K $9.78M
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
-4.57K
- 14.48%
$7.93 - $13.21 $36.2K - $60.4K
27K $214K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
-2.97K
- 25.52%
$46.78 - $57.72 $139K - $171K
8.67K $421K
BLCO
Bausch & Lomb Corp

Healthcare
-6.76K
- 27.97%
$14.13 - $18.15 $95.4K - $123K
17.4K $252K
CIVI
Civitas Resources, Inc.

Energy
-952
- 6.89%
$32.05 - $54.79 $30.5K - $52.2K
12.9K $448K
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
-2.35K
- 44.59%
$72.7 - $77.51 $171K - $182K
2.92K $217K
JMIA
Jumia Technologies Ag

Consumer Cyclical
-38.2K
- 64.7%
$2.15 - $4.21 $82.2K - $161K
20.9K $44K
AMAX
Starboard Invt Tr Rh Hedged Mu
-19.8K
- 21.96%
$7.38 - $7.99 $146K - $158K
70.3K $520K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-1.08K
- 7.75%
$43.49 - $58.8 $46.9K - $63.4K
12.8K $558K
QLYS
Qualys, Inc.

Technology
-391
- 4.3%
$121.57 - $147.7 $47.5K - $57.8K
8.7K $1.1M
IEX
Idex Corp

Industrials
-212
- 4.36%
$178.23 - $224.31 $37.8K - $47.6K
4.66K $842K
JHML
John Hancock Multifactor Large

ETFs
-2K
- 11.0%
$66.07 - $73.03 $132K - $146K
16.2K $1.09M
CMA
Comerica Inc

Financial Services
-1.88K
- 8.51%
$56.11 - $68.38 $105K - $129K
20.2K $1.19M
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
-3.11K
- 2.11%
$27.88 - $30.57 $86.8K - $95.1K
145K $4.13M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
-9.19K
- 14.17%
$14.19 - $15.67 $130K - $144K
55.7K $806K
VFC
V F Corp

Consumer Cyclical
-66
- 0.23%
$15.52 - $26.93 $1.02K - $1.78K
28.3K $438K
HNDL
Strategy Shs

ETFs
-6.81K
- 6.41%
$20.7 - $21.8 $141K - $148K
99.4K $2.1M
TLRY
Tilray Brands, Inc.

Healthcare
-44.7K
- 21.48%
$0.59 - $1.46 $26.4K - $65.3K
164K $107K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-1.79K
- 0.89%
$36.56 - $38.35 $65.3K - $68.5K
200K $7.39M
VLUE
Ishares Msci Usa Value Factor

ETFs
-2.32K
- 3.01%
$104.89 - $113.56 $244K - $264K
74.9K $7.99M
FEMB
First Tr ETF Emerging Markets

ETFs
-8.05K
- 14.51%
$25.88 - $27.49 $208K - $221K
47.4K $1.27M
NYT
New York Times CO

Communication Services
-2.82K
- 25.8%
$46.9 - $55.89 $132K - $158K
8.11K $402K
PAY
Paymentus Holdings, Inc.

Technology
-3.01K
- 22.65%
$24.68 - $35.0 $74.3K - $105K
10.3K $268K
DUOL
Duolingo, Inc.

Technology
-149
- 1.72%
$272.49 - $441.39 $40.6K - $65.8K
8.51K $2.64M
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
-1.8K
- 6.99%
$51.6 - $58.13 $92.9K - $105K
23.9K $1.26M
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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