Cetera Investment Advisers
ADV icon

Cetera Investment Advisers’s Advantage Solutions ADV Stock Holding History

Cetera Investment Advisers’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$703K Buy
+16,267
New +$576K ﹤0.01% 3376
2025
Q3 		– Sell
-460
Closed -$15.2K – 4568
2025
Q2 		$15.2K Buy
+460
New +$15.2K ﹤0.01% 4036

Other funds holding ADV

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $467M AUM 9.23% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $41.1M AUM 4.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cetera Investment Advisers's ADV Position: Q2 2026 in Review

Cetera Investment Advisers opened a new position in Advantage Solutions (ADV) in Q2 2026: 16,267 shares worth $703K. The stake represents ﹤0.01% of the portfolio and ranks #3376 among its holdings. This is a return to the name: Cetera Investment Advisers previously reported a position in ADV as recently as Q2 2025.

Cetera Investment Advisers first reported a position in ADV in Q2 2025 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold ADV as of Q2 2026.

  • Cetera Investment Advisers held 16,267 shares of Advantage Solutions worth $703K as of Q2 2026.
  • Advantage Solutions was a new Cetera Investment Advisers position in Q2 2026.
  • Advantage Solutions made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3376 holding.
  • Cetera Investment Advisers first reported a position in Advantage Solutions in Q2 2025 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Advantage Solutions as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.