Cetera Investment Advisers
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Cetera Investment Advisers’s AvePoint AVPT Stock Holding History

Cetera Investment Advisers’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$321K Buy
28,602
+10,883
+61% +$112K ﹤0.01% 4099
2026
Q1 		$169K Sell
17,719
-13,154
-43% -$148K ﹤0.01% 4329
2025
Q4 		$429K Buy
30,873
+15,308
+98% +$211K ﹤0.01% 3572
2025
Q3 		$234K Sell
15,565
-33,084
-68% -$556K ﹤0.01% 4041
2025
Q2 		$939K Buy
48,649
+10,142
+26% +$176K ﹤0.01% 2426
2025
Q1 		$556K Buy
+38,507
New +$647K ﹤0.01% 2755

Other funds holding AVPT

A6
Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

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

Cetera Investment Advisers increased its AvePoint (AVPT) stake by 61% in Q2 2026, buying an estimated $112K and bringing the position to 28,602 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #4099.

Cetera Investment Advisers first reported a position in AVPT in Q1 2025 and has held it in 6 quarters since. The position peaked at $939K in Q2 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Cetera Investment Advisers held 28,602 shares of AvePoint worth $321K as of Q2 2026.
  • Cetera Investment Advisers bought 10,883 AvePoint shares in Q2 2026, an estimated $112K.
  • AvePoint made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4099 holding.
  • Cetera Investment Advisers first reported a position in AvePoint in Q1 2025 and has held it in 6 quarters since.
  • Cetera Investment Advisers's AvePoint position peaked at $939K in Q2 2025.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

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