Cetera Investment Advisers
CALI

Cetera Investment Advisers’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Cetera Investment Advisers’s Portfolio CALI Stock Details CALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$721K Buy
14,262
+6,289
+79% +$317K ﹤0.01% 3355
2026
Q1 		$402K Buy
7,973
+982
+14% +$49.7K ﹤0.01% 3714
2025
Q4 		$353K Buy
6,991
+2,180
+45% +$110K ﹤0.01% 3745
2025
Q3 		$244K Buy
4,811
+280
+6% +$14.1K ﹤0.01% 4006
2025
Q2 		$229K Sell
4,531
-2,265
-33% -$114K ﹤0.01% 3627
2025
Q1 		$342K Sell
6,796
-1,119
-14% -$56.3K ﹤0.01% 3151
2024
Q4 		$397K Buy
+7,915
New +$398K ﹤0.01% 2874

Other funds holding CALI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return
DWM
DeLarme Wealth Management Palos Verdes Estates, California $172M AUM
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return
SM
Sweeney & Michel Chico, California $381M AUM 25.37% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Cetera Investment Advisers increased its BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) stake by 79% in Q2 2026, buying an estimated $317K and bringing the position to 14,262 shares worth $721K. The position accounts for ﹤0.01% of the portfolio, ranked #3355.

Cetera Investment Advisers first reported a position in CALI in Q4 2024 and has held it in 7 quarters since. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • Cetera Investment Advisers held 14,262 shares of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF worth $721K as of Q2 2026.
  • Cetera Investment Advisers bought 6,289 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $317K.
  • BlackRock ETF Trust II iShares Short-Term California Muni Active ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3355 holding.
  • Cetera Investment Advisers first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q4 2024 and has held it in 7 quarters since.
  • 107 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q2 2026.

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