Cetera Investment Advisers
PRT

Cetera Investment Advisers’s PermRock Royalty Trust Unit PRT Stock Holding History

Cetera Investment Advisers’s Portfolio PRT Stock Details PRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.4K Sell
14,453
-900
-6% -$2.29K ﹤0.01% 4814
2026
Q1 		$50.7K Buy
+15,353
New +$50.4K ﹤0.01% 4581

Other funds holding PRT

SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AG
AmeriFlex Group Las Vegas, Nevada $245M AUM 37.62% 1-Year Est. Return

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

Cetera Investment Advisers reduced its PermRock Royalty Trust Unit (PRT) stake by 5.9% in Q2 2026, selling an estimated $2.29K and leaving 14,453 shares worth $32.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4814.

Cetera Investment Advisers first reported a position in PRT in Q1 2026 and has held it in 2 quarters since. The position peaked at $50.7K in Q1 2026. 19 funds tracked by Wall St. Rank hold PRT as of Q2 2026.

  • Cetera Investment Advisers held 14,453 shares of PermRock Royalty Trust Unit worth $32.4K as of Q2 2026.
  • Cetera Investment Advisers sold 900 PermRock Royalty Trust Unit shares in Q2 2026, an estimated $2.29K.
  • PermRock Royalty Trust Unit made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4814 holding.
  • Cetera Investment Advisers first reported a position in PermRock Royalty Trust Unit in Q1 2026 and has held it in 2 quarters since.
  • Cetera Investment Advisers's PermRock Royalty Trust Unit position peaked at $50.7K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held PermRock Royalty Trust Unit as of Q2 2026.

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