Cetera Investment Advisers
FDUS icon

Cetera Investment Advisers’s Fidus Investment FDUS Stock Holding History

Cetera Investment Advisers’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.05M Sell
55,251
-487,064
-90% -$9.04M ﹤0.01% 3013
2026
Q1 		$9.45M Buy
542,315
+18,656
+4% +$349K 0.01% 1098
2025
Q4 		$10.1M Buy
523,659
+71,723
+16% +$1.43M 0.01% 1023
2025
Q3 		$9.16M Buy
451,936
+81,601
+22% +$1.72M 0.01% 1040
2025
Q2 		$7.48M Buy
370,335
+34,837
+10% +$680K 0.01% 973
2025
Q1 		$6.84M Buy
335,498
+32,077
+11% +$703K 0.01% 947
2024
Q4 		$6.38M Buy
303,421
+48,034
+19% +$973K 0.01% 917
2024
Q3 		$5.01M Buy
255,387
+21,561
+9% +$424K 0.01% 999
2024
Q2 		$4.55M Buy
233,826
+35,861
+18% +$712K 0.01% 1049
2024
Q1 		$3.91M Buy
197,965
+58,768
+42% +$1.15M 0.01% 1112
2023
Q4 		$2.74M Buy
139,197
+16,085
+13% +$307K 0.02% 662
2023
Q3 		$2.36M Buy
+123,112
New +$2.43M 0.02% 684
2022
Q2 		– Sell
-11,755
Closed -$237K – 1866
2022
Q1 		$237K Sell
11,755
-6,913
-37% -$129K ﹤0.01% 1606
2021
Q4 		$336K Buy
18,668
+6,597
+55% +$117K ﹤0.01% 1423
2021
Q3 		$211K Buy
+12,071
New +$210K ﹤0.01% 1637

Other funds holding FDUS

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Cetera Investment Advisers reduced its Fidus Investment (FDUS) stake by 90% in Q2 2026, selling an estimated $9.04M and leaving 55,251 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #3013.

Cetera Investment Advisers first reported a position in FDUS in Q3 2021 and has held it in 15 quarters since. The position peaked at $10.1M in Q4 2025. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Cetera Investment Advisers held 55,251 shares of Fidus Investment worth $1.05M as of Q2 2026.
  • Cetera Investment Advisers sold 487,064 Fidus Investment shares in Q2 2026, an estimated $9.04M.
  • Fidus Investment made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3013 holding.
  • Cetera Investment Advisers first reported a position in Fidus Investment in Q3 2021 and has held it in 15 quarters since.
  • Cetera Investment Advisers's Fidus Investment position peaked at $10.1M in Q4 2025.
  • 134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

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