Cetera Investment Advisers
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Cetera Investment Advisers’s Avista AVA Stock Holding History

Cetera Investment Advisers’s Portfolio AVA Stock Details AVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$760K Sell
18,589
-3,672
-16% -$151K ﹤0.01% 3294
2026
Q1 		$894K Sell
22,261
-4,080
-15% -$165K ﹤0.01% 3000
2025
Q4 		$1.02M Sell
26,341
-24
-0.1% -$937 ﹤0.01% 2811
2025
Q3 		$997K Buy
26,365
+1,263
+5% +$47K ﹤0.01% 2767
2025
Q2 		$953K Sell
25,102
-6,237
-20% -$246K ﹤0.01% 2415
2025
Q1 		$1.31M Buy
31,339
+2,617
+9% +$99.3K ﹤0.01% 2051
2024
Q4 		$1.05M Buy
28,722
+415
+1% +$15.6K ﹤0.01% 2129
2024
Q3 		$1.1M Buy
28,307
+1,138
+4% +$43K ﹤0.01% 2058
2024
Q2 		$940K Buy
27,169
+3,268
+14% +$117K ﹤0.01% 2116
2024
Q1 		$837K Buy
23,901
+17,856
+295% +$608K ﹤0.01% 2221
2023
Q4 		$216K Buy
+6,045
New +$205K ﹤0.01% 2000

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Cetera Investment Advisers reduced its Avista (AVA) stake by 16% in Q2 2026, selling an estimated $151K and leaving 18,589 shares worth $760K. The position accounts for ﹤0.01% of the portfolio, ranked #3294.

Cetera Investment Advisers first reported a position in AVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.31M in Q1 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Cetera Investment Advisers held 18,589 shares of Avista worth $760K as of Q2 2026.
  • Cetera Investment Advisers sold 3,672 Avista shares in Q2 2026, an estimated $151K.
  • Avista made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3294 holding.
  • Cetera Investment Advisers first reported a position in Avista in Q4 2023 and has held it in 11 quarters since.
  • Cetera Investment Advisers's Avista position peaked at $1.31M in Q1 2025.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

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