Cetera Investment Advisers
PLUS icon

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
Q2 		$1.09M Buy
13,141
+2,099
+19% +$175K ﹤0.01% 2976
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 $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Cetera Investment Advisers increased its ePlus (PLUS) stake by 19% in Q2 2026, buying an estimated $175K and bringing the position to 13,141 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2976.

Cetera Investment Advisers first reported a position in PLUS in Q2 2023 and has held it in 10 quarters since. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Cetera Investment Advisers held 13,141 shares of ePlus worth $1.09M as of Q2 2026.
  • Cetera Investment Advisers bought 2,099 ePlus shares in Q2 2026, an estimated $175K.
  • ePlus made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2976 holding.
  • Cetera Investment Advisers first reported a position in ePlus in Q2 2023 and has held it in 10 quarters since.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

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