Cetera Investment Advisers Purchases in Q4 2024

Cetera Investment Advisers

  • $45.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HEFA
Ishares Currency Hedged Msci E

ETFs
438K
+ 100.0%
$34.42 - $35.88 $15.1M - $15.7M
877K $30.5M
VTI
Vanguard Total Stock Market Et

ETFs
360
+ 0.02%
$280.04 - $302.45 $101K - $109K
2.22M $644M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
295K
+ 57.69%
$47.07 - $48.75 $13.9M - $14.4M
806K $38.5M
IYR
Ishares Tr

ETFs
152K
+ 398.8%
$90.74 - $102.87 $13.8M - $15.6M
190K $17.7M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
180K
+ 33.21%
$77.23 - $82.11 $13.9M - $14.8M
724K $56.3M
CGGO
Capital Group Global Growth Eq

ETFs
512K
+ 22.56%
$29.21 - $30.67 $15M - $15.7M
2.78M $81.3M
IGRO
Ishares Tr International Divid

ETFs
208K
+ 98.21%
$67.76 - $74.48 $14.1M - $15.5M
420K $28.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
401K
+ 7.89%
$71.75 - $75.11 $28.8M - $30.1M
5.48M $394M
IGV
Ishares Expanded Tech Software

ETFs
99K
+ 53.27%
$87.5 - $110.17 $8.66M - $10.9M
285K $28.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.46M
+ 296.15%
$25.93 - $105.3 $142M - $575M
7.3M $204M
COST
Costco Wholesale Corp

Consumer Defensive
7.4K
+ 4.8%
$873.59 - $994.69 $6.46M - $7.36M
162K $148M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
165K
+ 12.28%
$53.94 - $58.15 $8.88M - $9.58M
1.51M $84.9M
MUB
Ishares National Muni Bond ETF

ETFs
129K
+ 8.61%
$105.78 - $108.7 $13.6M - $14M
1.62M $173M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
163K
+ 11.4%
$77.02 - $78.58 $12.6M - $12.8M
1.6M $123M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.35K
+ 1.51%
$275.15 - $388.2 $647K - $913K
159K $54.3M
WFC
Wells Fargo & Company

Financial Services
17.8K
+ 2.79%
$54.98 - $77.35 $980K - $1.38M
657K $46.1M
IWM
Ishares Russell 2000 ETF

ETFs
45.3K
+ 6.53%
$216.13 - $242.4 $9.78M - $11M
739K $163M
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
274K
+ 169.41%
$37.83 - $40.57 $10.4M - $11.1M
436K $16.5M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
325K
+ 10.42%
$35.45 - $40.33 $11.5M - $13.1M
3.45M $124M
VB
Vanguard Small Cap ETF

ETFs
35.1K
+ 7.13%
$233.76 - $261.58 $8.21M - $9.18M
527K $127M
KMI
Kinder Morgan, Inc.

Energy
79.6K
+ 5.56%
$22.59 - $28.54 $1.8M - $2.27M
1.51M $41.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
117K
+ 9.08%
$61.52 - $66.5 $7.23M - $7.81M
1.41M $90M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
266K
+ 32.58%
$30.04 - $32.01 $7.98M - $8.5M
1.08M $34M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.21M
+ 227.07%
$26.93 - $84.95 $113M - $358M
6.07M $166M
NOW
Service Now, Inc.

Technology
508
+ 1.0%
$867.18 - $1148.42 $441K - $583K
51.2K $54.3M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
183K
+ 93.35%
$50.02 - $51.24 $9.13M - $9.36M
378K $19M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
152K
+ 10.98%
$59.74 - $60.03 $9.06M - $9.1M
1.53M $91.6M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
277K
+ 19.56%
$28.48 - $29.56 $7.9M - $8.2M
1.7M $49.7M
XLY
Select Sector Spdr Consumer Di

ETFs
8.1K
+ 2.76%
$194.8 - $239.43 $1.58M - $1.94M
301K $67.5M
MA
Mastercard Inc

Financial Services
3.22K
+ 1.49%
$491.3 - $536.15 $1.58M - $1.73M
219K $115M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
405K
+ 513.1%
$21.43 - $22.55 $8.67M - $9.12M
483K $10.4M
IWV
Ishares Russell 3000 ETF

ETFs
24.4K
+ 38.06%
$323.08 - $349.08 $7.88M - $8.51M
88.5K $29.6M
MRVL
Marvell Technology, Inc.

Technology
6.07K
+ 2.93%
$70.31 - $124.78 $427K - $758K
213K $23.6M
GS
Goldman Sachs Group Inc

Financial Services
4.5K
+ 6.11%
$486.1 - $608.57 $2.19M - $2.74M
78.2K $44.8M
BA
Boeing CO

Industrials
12.6K
+ 5.33%
$138.14 - $180.72 $1.74M - $2.28M
249K $44.2M
STLG
Ishares Factors Us Growth Styl

ETFs
162K
+ 4181.84%
N/A
166K $8.33M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
180K
+ 148.32%
$43.61 - $45.3 $7.84M - $8.15M
301K $13.4M
VONG
Vanguard Russell 1000 Growth E

ETFs
41K
+ 8.27%
$95.27 - $107.82 $3.91M - $4.42M
537K $55.5M
TDIV
First Trust Nasdaq Technology

ETFs
105K
+ 30.81%
$78.03 - $82.13 $8.18M - $8.6M
445K $34.9M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
151K
+ 17.79%
$50.73 - $51.08 $7.68M - $7.74M
1M $51M
SHOP
Shopify Inc.

Technology
9.49K
+ 3.81%
$78.14 - $119.49 $742K - $1.13M
259K $27.5M
XLK
Technology Sector Spdr

ETFs
9.69K
+ 1.27%
$220.26 - $241.44 $2.13M - $2.34M
776K $180M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
198K
+ 10.81%
$33.92 - $36.6 $6.71M - $7.24M
2.03M $70.2M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
72.6K
+ 12.55%
$77.98 - $84.06 $5.66M - $6.11M
651K $52.6M
IWB
Ishares Tr Russell 1000 ETF

ETFs
15.2K
+ 5.81%
$311.11 - $335.64 $4.74M - $5.11M
277K $89.3M
SYLD
Cambria Shareholder Yld ETF

ETFs
105K
+ 175.39%
$68.06 - $76.27 $7.13M - $7.99M
164K $11.3M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
70.8K
+ 23.04%
$115.08 - $119.55 $8.14M - $8.46M
378K $43.7M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
140K
+ 7.14%
$80.93 - $85.66 $11.4M - $12M
2.11M $170M
GLD
Spdr Gold Trust

ETFs
31.1K
+ 4.56%
$236.59 - $257.5 $7.37M - $8.02M
714K $173M
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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