Cetera Investment Advisers
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Cetera Investment Advisers’s ASE Group ASX Stock Holding History

Cetera Investment Advisers’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.94M Sell
135,731
-57,683
-30% -$1.21M ﹤0.01% 1924
2025
Q4 		$3.11M Sell
193,414
-9,783
-5% -$139K ﹤0.01% 1819
2025
Q3 		$2.25M Buy
203,197
+173,274
+579% +$1.81M ﹤0.01% 2071
2025
Q2 		$309K Buy
29,923
+345
+1% +$3.22K ﹤0.01% 3371
2025
Q1 		$259K Buy
29,578
+2,020
+7% +$20.5K ﹤0.01% 3396
2024
Q4 		$278K Sell
27,558
-39,564
-59% -$394K ﹤0.01% 3171
2024
Q3 		$655K Sell
67,122
-6,216
-8% -$63.1K ﹤0.01% 2434
2024
Q2 		$838K Sell
73,338
-2,936
-4% -$31.8K ﹤0.01% 2207
2024
Q1 		$838K Buy
76,274
+57,128
+298% +$560K ﹤0.01% 2217
2023
Q4 		$180K Sell
19,146
-9,380
-33% -$77.7K ﹤0.01% 2064
2023
Q3 		$215K Sell
28,526
-16,264
-36% -$126K ﹤0.01% 1942
2023
Q2 		$349K Sell
44,790
-14,082
-24% -$108K ﹤0.01% 1652
2023
Q1 		$469K Buy
58,872
+27,390
+87% +$200K ﹤0.01% 1468
2022
Q4 		$197K Buy
+31,482
New +$184K ﹤0.01% 1908

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return