Cetera Investment Advisers
IVRA

Cetera Investment Advisers’s Invesco Real Assets ESG ETF IVRA Stock Holding History

Cetera Investment Advisers’s Portfolio IVRA Stock Details IVRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-24,349
Closed -$345K – 3720
2023
Q4 		$345K Buy
24,349
+538
+2% +$6.95K ﹤0.01% 1705
2023
Q3 		$296K Buy
23,811
+1,467
+7% +$19.5K ﹤0.01% 1741
2023
Q2 		$301K Sell
22,344
-1,574
-7% -$20.9K ﹤0.01% 1750
2023
Q1 		$324K Buy
23,918
+1,734
+8% +$23.9K ﹤0.01% 1655
2022
Q4 		$296K Buy
22,184
+1,461
+7% +$19.3K ﹤0.01% 1673
2022
Q3 		$257K Buy
20,723
+7,642
+58% +$107K 0.01% 1371
2022
Q2 		$177K Buy
+13,081
New +$194K ﹤0.01% 1672

Other funds holding IVRA

National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers's IVRA Position: Q1 2024 in Review

Cetera Investment Advisers sold out of Invesco Real Assets ESG ETF (IVRA) in Q1 2024, closing a stake of 24,349 shares — an estimated $345K sold.

Cetera Investment Advisers first reported a position in IVRA in Q2 2022 and held it in 7 quarters. The position peaked at $345K in Q4 2023. 7 funds tracked by Wall St. Rank hold IVRA as of Q1 2024.

  • Cetera Investment Advisers reported no remaining Invesco Real Assets ESG ETF position as of Q1 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 24,349 Invesco Real Assets ESG ETF shares in Q1 2024, an estimated $345K.
  • Cetera Investment Advisers first reported a position in Invesco Real Assets ESG ETF in Q2 2022 and held it in 7 quarters.
  • Cetera Investment Advisers's Invesco Real Assets ESG ETF position peaked at $345K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Invesco Real Assets ESG ETF as of Q1 2024.

Based on Cetera Investment Advisers's 13F filing for Q1 2024, filed 15 May 2024.