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
TTE
Total Energies Se

Energy
-2.71K
- 1.18%
N/A
226K $15.5M
FAF
First American Financial Corp

Financial Services
-1.54K
- 7.29%
$54.11 - $67.0 $83.2K - $103K
19.6K $1.2M
LFUS
Littelfuse Inc

Technology
-1.29K
- 35.37%
$149.72 - $227.31 $194K - $294K
2.36K $535K
AYI
Acuity Brands Inc

Industrials
-1.69K
- 18.34%
$223.31 - $304.18 $378K - $515K
7.54K $2.25M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-3.71K
- 3.64%
$31.07 - $32.25 $115K - $119K
98.1K $3.12M
BSM
Black Stone Minerals, L.P.

Energy
-1.58K
- 2.17%
$12.78 - $15.36 $20.2K - $24.3K
71.2K $931K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-3.72K
- 4.32%
$67.03 - $80.35 $249K - $299K
82.3K $6.56M
SFBS
Servis First Bancshares, Inc.

Financial Services
-266
- 0.86%
$68.48 - $82.21 $18.2K - $21.9K
30.8K $2.38M
EVRG
Evergy, Inc.

Utilities
-2.57K
- 3.88%
$64.06 - $69.64 $165K - $179K
63.7K $4.39M
VPC
Etfis Ser Tr I Virtus Private

ETFs
-7.3K
- 14.35%
$18.5 - $21.18 $135K - $155K
43.6K $892K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
-42.5K
- 8.67%
$3.84 - $4.48 $163K - $190K
447K $1.96M
SXI
Standex International Corp

Industrials
-988
- 23.66%
$130.91 - $162.93 $129K - $161K
3.19K $498K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
-1.06K
- 34.36%
$140.05 - $156.07 $149K - $166K
2.03K $311K
NBIX
Neurocrine Biosciences Inc

Healthcare
-2.8K
- 23.59%
$87.54 - $128.18 $245K - $359K
9.06K $1.14M
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
-9K
- 7.19%
$8.91 - $10.66 $80.2K - $95.9K
116K $1.12M
JSML
Janus Detroit Str Tr Henderson

ETFs
-3.36K
- 40.16%
$54.0 - $67.45 $181K - $226K
5K $337K
NANR
Spdr Index Shs Fds S&P North A

ETFs
-3.28K
- 24.95%
$46.99 - $57.94 $154K - $190K
9.87K $558K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
-388
- 0.54%
$17.7 - $20.39 $6.87K - $7.91K
71.9K $1.32M
VCIF
Vertical Capital Income Fund

Financial Services
-20.6K
- 19.93%
N/A
82.8K $678K
FMF
First Trust Managed Futures St

ETFs
-952
- 0.69%
$44.79 - $46.43 $42.6K - $44.2K
136K $6.16M
PEN
Penumbra Inc

Healthcare
-538
- 19.51%
$253.22 - $299.78 $136K - $161K
2.22K $569K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
-8.03K
- 33.03%
$21.04 - $22.42 $169K - $180K
16.3K $364K
RUN
Sunrun Inc.

Technology
-45.1K
- 51.54%
$5.67 - $12.85 $256K - $580K
42.4K $347K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-1.58K
- 0.84%
$20.16 - $23.26 $31.9K - $36.8K
187K $4.07M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-1.81K
- 2.03%
$58.95 - $66.19 $107K - $120K
87.5K $5.69M
BAR
Granite Shares Gold Trust

ETFs
-25.1K
- 6.9%
$29.34 - $33.87 $735K - $849K
338K $11M
SPH
Suburban Propane Partners LP

Utilities
-893
- 1.5%
$17.75 - $21.62 $15.9K - $19.3K
58.7K $1.09M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-7.81K
- 13.15%
$86.93 - $109.64 $679K - $857K
51.6K $5.66M
XJR
Ishares Tresg Screened S&P Sma

ETFs
-4.96K
- 26.94%
$32.75 - $39.55 $162K - $196K
13.4K $531K
NJR
New Jersey Resources Corp

Utilities
-2.17K
- 15.03%
$44.23 - $49.97 $96.2K - $109K
12.3K $550K
EMBD
Global X Fds Emerging Mkts Bd

ETFs
-7.17K
- 38.24%
$22.1 - $23.32 $158K - $167K
11.6K $270K
SYM
Symbotic Inc.

Financial Services
-33.7K
- 54.58%
$17.5 - $38.85 $589K - $1.31M
28K $1.09M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-7.46K
- 4.03%
$22.3 - $22.57 $166K - $168K
178K $4M
USFD
Us Foods Holding Corp.

Consumer Defensive
-5.51K
- 23.65%
$60.47 - $79.12 $333K - $436K
17.8K $1.37M
ALE
Allete Inc

Utilities
-1.98K
- 11.82%
$63.53 - $65.71 $126K - $130K
14.8K $946K
JPIN
Jp Morgan Diversified Return I

ETFs
-3.4K
- 35.87%
$52.18 - $64.25 $178K - $219K
6.08K $390K
SCI
Service Corp International

Consumer Cyclical
-2.09K
- 13.83%
$73.58 - $81.65 $154K - $171K
13K $1.06M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-14.6K
- 7.65%
$38.96 - $44.84 $569K - $655K
176K $7.91M
SUI
Sun Communities Inc

Real Estate
-1.1K
- 18.85%
$114.62 - $132.25 $126K - $145K
4.74K $599K
CSGP
Costar Group, Inc.

Real Estate
-3.94K
- 2.75%
$72.62 - $83.22 $286K - $328K
139K $11.2M
MMSI
Merit Medical Systems Inc

Healthcare
-113
- 1.0%
$88.48 - $107.04 $10K - $12.1K
11.1K $1.04M
RVNU
Xtrackers Municipal Infrastruc

ETFs
-3.84K
- 4.44%
$23.4 - $24.92 $89.8K - $95.6K
82.6K $1.98M
ICFI
Icf International, Inc.

Industrials
-1.72K
- 26.61%
$78.62 - $88.51 $135K - $152K
4.74K $401K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-1.13K
- 4.39%
$95.52 - $109.98 $107K - $124K
24.5K $2.66M
HPI
John Hancock Preferred Income Fund

Financial Services
-7.89K
- 23.8%
$15.0 - $16.67 $118K - $132K
25.3K $403K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-5.33K
- 7.27%
$44.22 - $52.08 $236K - $278K
68.1K $3.54M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
-10.4K
- 5.85%
$20.29 - $21.52 $211K - $224K
167K $3.6M
TDY
Teledyne Technologies Inc

Technology
-559
- 5.75%
$435.54 - $512.31 $243K - $286K
9.16K $4.69M
HQH
Tekla Healthcare Investors

Financial Services
-6.55K
- 12.21%
$14.14 - $16.32 $92.6K - $107K
47.1K $729K
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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