Cetera Investment Advisers
BWG

Cetera Investment Advisers’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Cetera Investment Advisers’s Portfolio BWG Stock Details BWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$141K Sell
18,368
-33,451
-65% -$276K ﹤0.01% 4368
2025
Q4 		$434K Buy
51,819
+6,221
+14% +$52.8K ﹤0.01% 3559
2025
Q3 		$396K Buy
45,598
+26,170
+135% +$225K ﹤0.01% 3572
2025
Q2 		$161K Sell
19,428
-1,197
-6% -$9.64K ﹤0.01% 3780
2025
Q1 		$172K Sell
20,625
-14,115
-41% -$118K ﹤0.01% 3650
2024
Q4 		$278K Sell
34,740
-7,361
-17% -$62.4K ﹤0.01% 3169
2024
Q3 		$372K Buy
42,101
+5,632
+15% +$48.7K ﹤0.01% 2887
2024
Q2 		$301K Sell
36,469
-759
-2% -$6.27K ﹤0.01% 3024
2024
Q1 		$316K Buy
37,228
+14,164
+61% +$119K ﹤0.01% 2988
2023
Q4 		$193K Buy
23,064
+1,092
+5% +$8.36K ﹤0.01% 2057
2023
Q3 		$165K Buy
21,972
+584
+3% +$4.71K ﹤0.01% 2025
2023
Q2 		$172K Sell
21,388
-1,592
-7% -$12.5K ﹤0.01% 2014
2023
Q1 		$183K Sell
22,980
-913
-4% -$7.5K ﹤0.01% 1976
2022
Q4 		$195K Buy
23,893
+4,857
+26% +$39K ﹤0.01% 1912
2022
Q3 		$145K Sell
19,036
-5,231
-22% -$45.4K ﹤0.01% 1540
2022
Q2 		$204K Buy
24,267
+6,787
+39% +$61.9K ﹤0.01% 1644
2022
Q1 		$177K Sell
17,480
-937
-5% -$10.2K ﹤0.01% 1740
2021
Q4 		$216K Buy
18,417
+1,745
+10% +$21.1K ﹤0.01% 1684
2021
Q3 		$209K Buy
16,672
+246
+1% +$3.1K ﹤0.01% 1644
2021
Q2 		$207K Buy
16,426
+5,392
+49% +$67K ﹤0.01% 1651
2021
Q1 		$133K Sell
11,034
-1,073
-9% -$13.2K ﹤0.01% 1535
2020
Q4 		$151K Buy
+12,107
New +$143K ﹤0.01% 1493

Other funds holding BWG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Cetera Investment Advisers's BWG Position: Q1 2026 in Review

Cetera Investment Advisers reduced its BrandywineGLOBAL Global Income Opportunities Fund (BWG) stake by 65% in Q1 2026, selling an estimated $276K and leaving 18,368 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #4368.

Cetera Investment Advisers first reported a position in BWG in Q4 2020 and has held it in 22 quarters since. The position peaked at $434K in Q4 2025. 52 funds tracked by Wall St. Rank hold BWG as of Q1 2026.

  • Cetera Investment Advisers held 18,368 shares of BrandywineGLOBAL Global Income Opportunities Fund worth $141K as of Q1 2026.
  • Cetera Investment Advisers sold 33,451 BrandywineGLOBAL Global Income Opportunities Fund shares in Q1 2026, an estimated $276K.
  • BrandywineGLOBAL Global Income Opportunities Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4368 holding.
  • Cetera Investment Advisers first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q4 2020 and has held it in 22 quarters since.
  • Cetera Investment Advisers's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $434K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.