Cetera Investment Advisers
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Cetera Investment Advisers’s Carlyle Secured Lending CGBD Stock Holding History

Cetera Investment Advisers’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.04M Buy
94,894
+18,974
+25% +$224K ﹤0.01% 2870
2025
Q4 		$948K Sell
75,920
-4,769
-6% -$59.4K ﹤0.01% 2866
2025
Q3 		$1.01M Buy
80,689
+13,565
+20% +$186K ﹤0.01% 2755
2025
Q2 		$918K Buy
67,124
+8,929
+15% +$127K ﹤0.01% 2450
2025
Q1 		$942K Buy
58,195
+12,843
+28% +$227K ﹤0.01% 2310
2024
Q4 		$813K Sell
45,352
-3,240
-7% -$55.9K ﹤0.01% 2307
2024
Q3 		$825K Buy
48,592
+11,597
+31% +$200K ﹤0.01% 2261
2024
Q2 		$656K Buy
36,995
+6,823
+23% +$118K ﹤0.01% 2387
2024
Q1 		$491K Buy
30,172
+20,067
+199% +$314K ﹤0.01% 2619
2023
Q4 		$151K Buy
+10,105
New +$147K ﹤0.01% 2092
2022
Q4 		– Sell
-22,966
Closed -$263K – 2123
2022
Q3 		$263K Buy
22,966
+3,284
+17% +$44.6K 0.01% 1359
2022
Q2 		$250K Buy
19,682
+1,139
+6% +$16K ﹤0.01% 1541
2022
Q1 		$267K Sell
18,543
-204
-1% -$2.89K ﹤0.01% 1545
2021
Q4 		$257K Buy
18,747
+7,492
+67% +$104K ﹤0.01% 1580
2021
Q3 		$151K Hold
11,255
– – ﹤0.01% 1704
2021
Q2 		$149K Buy
+11,255
New +$153K ﹤0.01% 1702

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

Cetera Investment Advisers increased its Carlyle Secured Lending (CGBD) stake by 25% in Q1 2026, buying an estimated $224K and bringing the position to 94,894 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2870.

Cetera Investment Advisers first reported a position in CGBD in Q2 2021 and has held it in 16 quarters since. 153 funds tracked by Wall St. Rank hold CGBD as of Q1 2026.

  • Cetera Investment Advisers held 94,894 shares of Carlyle Secured Lending worth $1.04M as of Q1 2026.
  • Cetera Investment Advisers bought 18,974 Carlyle Secured Lending shares in Q1 2026, an estimated $224K.
  • Carlyle Secured Lending made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2870 holding.
  • Cetera Investment Advisers first reported a position in Carlyle Secured Lending in Q2 2021 and has held it in 16 quarters since.
  • 153 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2026.

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