Cetera Investment Advisers
MBOX icon

Cetera Investment Advisers’s Freedom Day Dividend ETF MBOX Stock Holding History

Cetera Investment Advisers’s Portfolio MBOX Stock Details MBOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$217K Sell
5,932
-107
-2% -$3.96K ﹤0.01% 4237
2025
Q4 		$211K Sell
6,039
-54
-0.9% -$1.89K ﹤0.01% 4196
2025
Q3 		$215K Buy
6,093
+1
+0% +$34 ﹤0.01% 4106
2025
Q2 		$204K Sell
6,092
-267
-4% -$8.67K ﹤0.01% 3714
2025
Q1 		$211K Sell
6,359
-384
-6% -$13K ﹤0.01% 3564
2024
Q4 		$221K Sell
6,743
-320
-5% -$10.9K ﹤0.01% 3354
2024
Q3 		$240K Sell
7,063
-545
-7% -$18K ﹤0.01% 3251
2024
Q2 		$243K Sell
7,608
-1,453
-16% -$45.8K ﹤0.01% 3228
2024
Q1 		$291K Sell
9,061
-69
-0.8% -$2.06K ﹤0.01% 3071
2023
Q4 		$262K Buy
9,130
+456
+5% +$12.1K ﹤0.01% 1867
2023
Q3 		$223K Buy
+8,674
New +$229K ﹤0.01% 1917

Other funds holding MBOX

FDS
Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Cetera Investment Advisers reduced its Freedom Day Dividend ETF (MBOX) stake by 1.8% in Q1 2026, selling an estimated $3.96K and leaving 5,932 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #4237.

Cetera Investment Advisers first reported a position in MBOX in Q3 2023 and has held it in 11 quarters since. The position peaked at $291K in Q1 2024. 10 funds tracked by Wall St. Rank hold MBOX as of Q1 2026.

  • Cetera Investment Advisers held 5,932 shares of Freedom Day Dividend ETF worth $217K as of Q1 2026.
  • Cetera Investment Advisers sold 107 Freedom Day Dividend ETF shares in Q1 2026, an estimated $3.96K.
  • Freedom Day Dividend ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4237 holding.
  • Cetera Investment Advisers first reported a position in Freedom Day Dividend ETF in Q3 2023 and has held it in 11 quarters since.
  • Cetera Investment Advisers's Freedom Day Dividend ETF position peaked at $291K in Q1 2024.
  • 10 funds tracked by Wall St. Rank held Freedom Day Dividend ETF as of Q1 2026.

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