Cetera Investment Advisers
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Cetera Investment Advisers’s ePlus PLUS Stock Holding History

Cetera Investment Advisers’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$831K Buy
11,042
+518
+5% +$42.5K ﹤0.01% 3068
2025
Q4 		$923K Sell
10,524
-1,022
-9% -$84.3K ﹤0.01% 2888
2025
Q3 		$820K Buy
+11,546
New +$814K ﹤0.01% 2953
2025
Q1 		– Sell
-2,723
Closed -$201K – 4050
2024
Q4 		$201K Sell
2,723
-66
-2% -$5.76K ﹤0.01% 3424
2024
Q3 		$274K Sell
2,789
-79
-3% -$6.95K ﹤0.01% 3144
2024
Q2 		$211K Sell
2,868
-1,396
-33% -$107K ﹤0.01% 3321
2024
Q1 		$335K Buy
+4,264
New +$332K ﹤0.01% 2936
2023
Q4 		– Sell
-5,213
Closed -$331K – 2326
2023
Q3 		$331K Buy
5,213
+603
+13% +$37.2K ﹤0.01% 1653
2023
Q2 		$260K Buy
+4,610
New +$227K ﹤0.01% 1835

Other funds holding PLUS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return