Cetera Investment Advisers
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Cetera Investment Advisers’s Calix CALX Stock Holding History

Cetera Investment Advisers’s Portfolio CALX Stock Details CALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,738
Closed -$477K – 5034
2026
Q1 		$477K Buy
9,738
+968
+11% +$50.8K ﹤0.01% 3556
2025
Q4 		$464K Buy
+8,770
New +$511K ﹤0.01% 3500

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Cetera Investment Advisers sold out of Calix (CALX) in Q2 2026, closing a stake of 9,738 shares — an estimated $477K sold.

Cetera Investment Advisers first reported a position in CALX in Q4 2025 and held it in 2 quarters. The position peaked at $477K in Q1 2026. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Cetera Investment Advisers reported no remaining Calix position as of Q2 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 9,738 Calix shares in Q2 2026, an estimated $477K.
  • Cetera Investment Advisers first reported a position in Calix in Q4 2025 and held it in 2 quarters.
  • Cetera Investment Advisers's Calix position peaked at $477K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

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