Cetera Advisor Networks’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Cetera Advisor Networks’s Portfolio ULST Stock Details ULST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$210K	Sell	5,185 -223	-4%	-$9.02K	﹤0.01%	2555
2023 Q4	$218K	Buy	+5,408	New	+$218K	﹤0.01%	2463
2020 Q3	–	Sell	-250	Closed	-$10K	–	2916
2020 Q2	$10K	Buy	+250	New	+$9.95K	﹤0.01%	2728

Other funds holding ULST

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cetera Advisor Networks's ULST Position: Q1 2024 in Review

Cetera Advisor Networks reduced its State Street Ultra Short Term Bond ETF (ULST) stake by 4.1% in Q1 2024, selling an estimated $9.02K and leaving 5,185 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #2555.

Cetera Advisor Networks first reported a position in ULST in Q2 2020 and has held it in 3 quarters since. The position peaked at $218K in Q4 2023. 103 funds tracked by Wall St. Rank hold ULST as of Q1 2024.

Cetera Advisor Networks held 5,185 shares of State Street Ultra Short Term Bond ETF worth $210K as of Q1 2024.
Cetera Advisor Networks sold 223 State Street Ultra Short Term Bond ETF shares in Q1 2024, an estimated $9.02K.
State Street Ultra Short Term Bond ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2555 holding.
Cetera Advisor Networks first reported a position in State Street Ultra Short Term Bond ETF in Q2 2020 and has held it in 3 quarters since.
Cetera Advisor Networks's State Street Ultra Short Term Bond ETF position peaked at $218K in Q4 2023.
103 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.