Cetera Investment Advisers
IBKR icon

Cetera Investment Advisers’s Interactive Brokers IBKR Stock Holding History

Cetera Investment Advisers’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.5M Buy
224,287
+14,976
+7% +$1.25M 0.02% 774
2026
Q1 		$14M Buy
209,311
+48,443
+30% +$3.46M 0.01% 864
2025
Q4 		$10.3M Sell
160,868
-10,721
-6% -$718K 0.01% 1010
2025
Q3 		$11.8M Buy
171,589
+17,347
+11% +$1.09M 0.01% 888
2025
Q2 		$8.55M Sell
154,242
-3,046
-2% -$145K 0.01% 907
2025
Q1 		$6.51M Sell
157,288
-20,680
-12% -$1.02M 0.01% 967
2024
Q4 		$7.86M Buy
177,968
+1,300
+0.7% +$54.7K 0.02% 818
2024
Q3 		$6.16M Buy
176,668
+7,440
+4% +$230K 0.01% 912
2024
Q2 		$5.19M Buy
169,228
+1,036
+0.6% +$30.9K 0.01% 977
2024
Q1 		$4.7M Buy
168,192
+98,592
+142% +$2.46M 0.01% 1015
2023
Q4 		$1.44M Buy
69,600
+188
+0.3% +$3.85K 0.01% 923
2023
Q3 		$1.5M Sell
69,412
-328
-0.5% -$7.3K 0.01% 869
2023
Q2 		$1.45M Buy
69,740
+9,288
+15% +$183K 0.01% 912
2023
Q1 		$1.25M Buy
60,452
+40,424
+202% +$823K 0.01% 932
2022
Q4 		$362K Buy
+20,028
New +$374K ﹤0.01% 1541
2021
Q3 		– Sell
-13,488
Closed -$222K – 1825
2021
Q2 		$222K Buy
13,488
+1,776
+15% +$30.7K ﹤0.01% 1608
2021
Q1 		$214K Buy
+11,712
New +$211K ﹤0.01% 1437

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Cetera Investment Advisers increased its Interactive Brokers (IBKR) stake by 7.2% in Q2 2026, buying an estimated $1.25M and bringing the position to 224,287 shares worth $19.5M. The position accounts for 0.02% of the portfolio, ranked #774.

Cetera Investment Advisers first reported a position in IBKR in Q1 2021 and has held it in 17 quarters since. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Cetera Investment Advisers held 224,287 shares of Interactive Brokers worth $19.5M as of Q2 2026.
  • Cetera Investment Advisers bought 14,976 Interactive Brokers shares in Q2 2026, an estimated $1.25M.
  • Interactive Brokers made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #774 holding.
  • Cetera Investment Advisers first reported a position in Interactive Brokers in Q1 2021 and has held it in 17 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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