Cetera Investment Advisers Sells in Q2 2024

Cetera Investment Advisers

  • $42.2 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-515K
- 15.3%
$173.67 - $197.85 $89.4M - $102M
2.85M $551M
EFV
Msci Eafe Value ETF

ETFs
-607K
- 29.52%
$52.34 - $56.41 $31.8M - $34.2M
1.45M $76.8M
VGSH
Vanguard

ETFs
-525K
- 40.27%
$57.55 - $58.0 $30.2M - $30.4M
778K $45.1M
IWM
Ishares Russell 2000 ETF

ETFs
-115K
- 14.5%
$192.84 - $209.44 $22.1M - $24M
676K $137M
AMD
Advanced Micro Devices Inc

Technology
-67K
- 7.71%
$144.27 - $183.34 $9.66M - $12.3M
802K $130M
HD
Home Depot, Inc.

Consumer Cyclical
-18.1K
- 4.07%
$325.1 - $368.03 $5.9M - $6.67M
427K $147M
IWD
Ishares Russell 1000 Val ETF

ETFs
-99.4K
- 8.12%
$169.4 - $179.05 $16.8M - $17.8M
1.12M $196M
IVV
Ishares Core S&P 500 ETF

ETFs
-129K
- 5.68%
$497.53 - $549.64 $64.1M - $70.8M
2.14M $1.17B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-31.2K
- 4.85%
$396.73 - $420.24 $12.4M - $13.1M
612K $249M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-167K
- 23.04%
$104.54 - $108.46 $17.5M - $18.1M
558K $59.8M
BAC
Bank Of America Corp

Financial Services
-510K
- 29.53%
$34.68 - $40.02 $17.7M - $20.4M
1.22M $48.4M
DIS
Walt Disney CO

Communication Services
-43.6K
- 8.16%
$99.29 - $122.82 $4.32M - $5.35M
490K $48.7M
JNJ
Johnson & Johnson

Healthcare
-55.2K
- 7.81%
$144.38 - $157.78 $7.98M - $8.72M
652K $95.3M
BA
Boeing CO

Industrials
-70.3K
- 23.5%
$164.33 - $191.42 $11.5M - $13.5M
229K $41.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-129K
- 6.11%
$75.81 - $80.15 $9.74M - $10.3M
1.98M $154M
IXC
Ishares Tr Global Energy ETF

ETFs
-359K
- 61.11%
$39.86 - $44.76 $14.3M - $16.1M
228K $9.48M
SBUX
Starbucks Corp

Consumer Cyclical
-104K
- 19.17%
$72.5 - $91.53 $7.56M - $9.54M
440K $34.2M
V
Visa Inc.

Financial Services
-14.8K
- 2.26%
$262.47 - $281.5 $3.87M - $4.15M
638K $167M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-140K
- 29.37%
$108.69 - $119.84 $15.2M - $16.8M
336K $40.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-155K
- 4.68%
$91.42 - $91.82 $14.1M - $14.2M
3.15M $289M
CAT
Caterpillar Inc

Industrials
-15.8K
- 6.29%
$321.47 - $379.3 $5.09M - $6M
236K $78.6M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-324K
- 42.61%
$41.9 - $44.08 $13.6M - $14.3M
436K $19.2M
FDL
First Tr Morningstar Dividend

ETFs
-320K
- 15.4%
$36.38 - $39.01 $11.6M - $12.5M
1.76M $66.7M
PECO
Phillips Edison & Company, Inc.

Real Estate
-269K
- 22.98%
$30.93 - $35.07 $8.32M - $9.43M
901K $29.5M
INTC
Intel Corp

Technology
-66.7K
- 8.47%
$29.85 - $44.52 $1.99M - $2.97M
720K $22.3M
HYG
Ishares Tr

ETFs
-150K
- 14.81%
$75.68 - $77.45 $11.4M - $11.6M
864K $66.7M
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
-492K
- 76.5%
$24.15 - $26.02 $11.9M - $12.8M
151K $3.94M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-25.8K
- 13.4%
$377.31 - $399.95 $9.74M - $10.3M
167K $65.2M
LOW
Lowes Companies Inc

Consumer Cyclical
-12.4K
- 5.01%
$214.27 - $249.28 $2.66M - $3.09M
235K $51.9M
MCD
Mcdonalds Corp

Consumer Cyclical
-12.8K
- 4.52%
$249.37 - $280.22 $3.18M - $3.58M
270K $68.7M
CVS
Cvs Health Corp

Healthcare
-34.9K
- 8.55%
$53.63 - $79.56 $1.87M - $2.77M
373K $22M
HEFA
Ishares Currency Hedged Msci E

ETFs
-321K
- 23.32%
$33.83 - $35.94 $10.9M - $11.5M
1.05M $37.5M
MUB
Ishares National Muni Bond ETF

ETFs
-83.5K
- 5.59%
$105.37 - $107.16 $8.8M - $8.95M
1.41M $150M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-174K
- 10.76%
$59.55 - $59.81 $10.3M - $10.4M
1.44M $85.8M
ABT
Abbott Laboratories

Healthcare
-55.5K
- 11.79%
$100.73 - $112.44 $5.59M - $6.24M
415K $43.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-30.8K
- 1.74%
$102.13 - $110.88 $3.15M - $3.42M
1.74M $186M
MRK
Merck & Co., Inc.

Healthcare
-28.3K
- 3.69%
$123.8 - $132.96 $3.5M - $3.76M
738K $91.3M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-107K
- 55.14%
$81.04 - $87.08 $8.66M - $9.31M
86.9K $7.31M
VNQ
Vanguard Specialized Funds Van

ETFs
-67.8K
- 4.96%
$78.61 - $85.97 $5.33M - $5.83M
1.3M $109M
CSCO
Cisco Systems, Inc.

Technology
-129K
- 11.62%
$45.52 - $50.04 $5.86M - $6.44M
979K $46.5M
BMY
Bristol Myers Squibb CO

Healthcare
-26.5K
- 4.61%
$40.25 - $52.99 $1.07M - $1.4M
548K $22.8M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-360K
- 31.17%
$23.92 - $26.07 $8.61M - $9.38M
794K $20.7M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-46.2K
- 3.65%
$87.78 - $94.67 $4.05M - $4.37M
1.22M $112M
GS
Goldman Sachs Group Inc

Financial Services
-24.4K
- 26.05%
$389.49 - $470.41 $9.5M - $11.5M
69.2K $31.3M
IVE
Ishares S&P 500 Value ETF

ETFs
-5.35K
- 0.38%
$176.58 - $186.7 $944K - $998K
1.41M $256M
DE
Deere & CO

Industrials
-7.55K
- 5.81%
$364.98 - $414.02 $2.76M - $3.13M
122K $45.7M
ACN
Accenture PLC

Technology
-9.11K
- 8.18%
$281.76 - $339.17 $2.57M - $3.09M
102K $31.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-40.8K
- 1.07%
$95.11 - $97.92 $3.88M - $4M
3.79M $368M
TGT
Target Corp

Consumer Defensive
-15.7K
- 9.35%
$141.16 - $177.82 $2.22M - $2.8M
153K $22.6M
Activity Summary
Buys All Purchases 1966 New Holdings 195 Increased Positions 1771 Sells All Sells 1627 Reductions 1627 Sold out 0 Options Calls 10 Puts 17
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