Cetera Investment Advisers
PII icon

Cetera Investment Advisers’s Polaris PII Stock Holding History

Cetera Investment Advisers’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.05M Sell
19,244
-1,286
-6% -$80.5K ﹤0.01% 2859
2025
Q4 		$1.3M Sell
20,530
-1,476
-7% -$97.2K ﹤0.01% 2605
2025
Q3 		$1.28M Buy
22,006
+5,630
+34% +$304K ﹤0.01% 2556
2025
Q2 		$666K Buy
16,376
+5,675
+53% +$214K ﹤0.01% 2733
2025
Q1 		$438K Buy
10,701
+689
+7% +$32.8K ﹤0.01% 2948
2024
Q4 		$577K Sell
10,012
-1,608
-14% -$112K ﹤0.01% 2570
2024
Q3 		$967K Buy
11,620
+147
+1% +$11.9K ﹤0.01% 2149
2024
Q2 		$898K Buy
11,473
+652
+6% +$55.2K ﹤0.01% 2153
2024
Q1 		$1.08M Buy
+10,821
New +$994K ﹤0.01% 2009
2023
Q4 		– Sell
-3,111
Closed -$324K – 2323
2023
Q3 		$324K Sell
3,111
-96
-3% -$11.4K ﹤0.01% 1667
2023
Q2 		$388K Sell
3,207
-6
-0.2% -$663 ﹤0.01% 1590
2023
Q1 		$356K Buy
+3,213
New +$356K ﹤0.01% 1616

Other funds holding PII

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return