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
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 $2.77B AUM 3.28% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $35.2M AUM 32.88% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cetera Investment Advisers's ADV Position: Q3 2025 in Review

Cetera Investment Advisers sold out of Advantage Solutions (ADV) in Q3 2025, closing a stake of 460 shares — an estimated $15.2K sold.

Cetera Investment Advisers first reported a position in ADV in Q2 2025 and held it in 1 quarter. The position peaked at $15.2K in Q2 2025. 117 funds tracked by Wall St. Rank hold ADV as of Q3 2025.

  • Cetera Investment Advisers reported no remaining Advantage Solutions position as of Q3 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 460 Advantage Solutions shares in Q3 2025, an estimated $15.2K.
  • Cetera Investment Advisers first reported a position in Advantage Solutions in Q2 2025 and held it in 1 quarter.
  • Cetera Investment Advisers's Advantage Solutions position peaked at $15.2K in Q2 2025.
  • 117 funds tracked by Wall St. Rank held Advantage Solutions as of Q3 2025.

Based on Cetera Investment Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.