Cetera Investment Advisers
BPT

Cetera Investment Advisers’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Cetera Investment Advisers’s Portfolio BPT Stock Details BPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-13,827
Closed -$6.94K – 4581
2025
Q2 		$6.94K Sell
13,827
-925
-6% -$544 ﹤0.01% 4057
2025
Q1 		$8.16K Sell
14,752
-4,714
-24% -$2.67K ﹤0.01% 3944
2024
Q4 		$10.6K Sell
19,466
-5,029
-21% -$5.07K ﹤0.01% 3725
2024
Q3 		$26.5K Buy
24,495
+49
+0.2% +$84 ﹤0.01% 3638
2024
Q2 		$60.4K Sell
24,446
-185
-0.8% -$446 ﹤0.01% 3579
2024
Q1 		$59.9K Buy
+24,631
New +$61.8K ﹤0.01% 3554

Other funds holding BPT

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
GC
Gould Capital Tacoma, Washington $165M AUM 19.29% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

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

Cetera Investment Advisers sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q3 2025, closing a stake of 13,827 shares — an estimated $6.94K sold.

Cetera Investment Advisers first reported a position in BPT in Q1 2024 and held it in 6 quarters. The position peaked at $60.4K in Q2 2024. 11 funds tracked by Wall St. Rank hold BPT as of Q3 2025.

  • Cetera Investment Advisers reported no remaining BP Prudhoe Bay Royalty Trust position as of Q3 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 13,827 BP Prudhoe Bay Royalty Trust shares in Q3 2025, an estimated $6.94K.
  • Cetera Investment Advisers first reported a position in BP Prudhoe Bay Royalty Trust in Q1 2024 and held it in 6 quarters.
  • Cetera Investment Advisers's BP Prudhoe Bay Royalty Trust position peaked at $60.4K in Q2 2024.
  • 11 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q3 2025.

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