Cetera Investment Advisers
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Cetera Investment Advisers’s Heartbeam BEAT Stock Holding History

Cetera Investment Advisers’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,400
Closed -$20.9K – 4099
2025
Q1 		$20.9K Hold
10,400
– – ﹤0.01% 3910
2024
Q4 		$23.9K Hold
10,400
– – ﹤0.01% 3698
2024
Q3 		$24.1K Buy
+10,400
New +$25.1K ﹤0.01% 3644

Other funds holding BEAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Investment Advisers's BEAT Position: Q2 2025 in Review

Cetera Investment Advisers sold out of Heartbeam (BEAT) in Q2 2025, closing a stake of 10,400 shares — an estimated $20.9K sold.

Cetera Investment Advisers first reported a position in BEAT in Q3 2024 and held it in 3 quarters. The position peaked at $24.1K in Q3 2024. 40 funds tracked by Wall St. Rank hold BEAT as of Q2 2025.

  • Cetera Investment Advisers reported no remaining Heartbeam position as of Q2 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 10,400 Heartbeam shares in Q2 2025, an estimated $20.9K.
  • Cetera Investment Advisers first reported a position in Heartbeam in Q3 2024 and held it in 3 quarters.
  • Cetera Investment Advisers's Heartbeam position peaked at $24.1K in Q3 2024.
  • 40 funds tracked by Wall St. Rank held Heartbeam as of Q2 2025.

Based on Cetera Investment Advisers's 13F filing for Q2 2025, filed 8 Aug 2025.