Cetera Investment Advisers
GARP

Cetera Investment Advisers’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Cetera Investment Advisers’s Portfolio GARP Stock Details GARP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$39.2M Buy
612,564
+123,760
+25% +$8.39M 0.04% 449
2025
Q4 		$33.3M Buy
488,804
+28,011
+6% +$1.89M 0.04% 464
2025
Q3 		$30.2M Buy
460,793
+53,125
+13% +$3.32M 0.04% 486
2025
Q2 		$24.6M Buy
407,668
+142,403
+54% +$7.75M 0.04% 445
2025
Q1 		$13.5M Buy
265,265
+99,729
+60% +$5.58M 0.03% 618
2024
Q4 		$9.31M Buy
165,536
+161,670
+4,182% +$8.93M 0.02% 736
2024
Q3 		$206K Sell
3,866
-801
-17% -$41.3K ﹤0.01% 3358
2024
Q2 		$242K Buy
4,667
+196
+4% +$9.46K ﹤0.01% 3229
2024
Q1 		$213K Buy
+4,471
New +$199K ﹤0.01% 3312

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Cetera Investment Advisers increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 25% in Q1 2026, buying an estimated $8.39M and bringing the position to 612,564 shares worth $39.2M. The position accounts for 0.04% of the portfolio, ranked #449.

Cetera Investment Advisers first reported a position in GARP in Q1 2024 and has held it in 9 quarters since. 139 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

  • Cetera Investment Advisers held 612,564 shares of iShares MSCI USA Quality GARP ETF worth $39.2M as of Q1 2026.
  • Cetera Investment Advisers bought 123,760 iShares MSCI USA Quality GARP ETF shares in Q1 2026, an estimated $8.39M.
  • iShares MSCI USA Quality GARP ETF made up 0.04% of Cetera Investment Advisers's portfolio in Q1 2026, its #449 holding.
  • Cetera Investment Advisers first reported a position in iShares MSCI USA Quality GARP ETF in Q1 2024 and has held it in 9 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

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