Cetera Investment Advisers
RMT

Cetera Investment Advisers’s Royce Micro-Cap Trust RMT Stock Holding History

Cetera Investment Advisers’s Portfolio RMT Stock Details RMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$566K Buy
50,036
+37,116
+287% +$431K ﹤0.01% 3392
2025
Q4 		$135K Buy
12,920
+218
+2% +$2.26K ﹤0.01% 4332
2025
Q3 		$132K Buy
+12,702
New +$125K ﹤0.01% 4271
2025
Q1 		– Sell
-11,581
Closed -$113K – 4058
2024
Q4 		$113K Sell
11,581
-294,485
-96% -$2.89M ﹤0.01% 3556
2024
Q3 		$2.94M Buy
306,066
+14,991
+5% +$143K 0.01% 1342
2024
Q2 		$2.67M Buy
291,075
+14,079
+5% +$130K 0.01% 1365
2024
Q1 		$2.62M Sell
276,996
-952
-0.3% -$8.7K 0.01% 1369
2023
Q4 		$2.57M Buy
277,948
+36,194
+15% +$302K 0.02% 689
2023
Q3 		$2M Buy
241,754
+20,673
+9% +$182K 0.02% 746
2023
Q2 		$1.93M Buy
221,081
+31,877
+17% +$268K 0.02% 782
2023
Q1 		$1.66M Buy
189,204
+32,442
+21% +$297K 0.01% 825
2022
Q4 		$1.36M Buy
156,762
+72,565
+86% +$638K 0.01% 859
2022
Q3 		$668K Buy
84,197
+7,598
+10% +$67.5K 0.01% 877
2022
Q2 		$640K Buy
76,599
+37,523
+96% +$351K 0.01% 976
2022
Q1 		$411K Sell
39,076
-1,431
-4% -$15K 0.01% 1292
2021
Q4 		$468K Buy
40,507
+18,224
+82% +$212K 0.01% 1218
2021
Q3 		$254K Buy
22,283
+9,943
+81% +$118K ﹤0.01% 1542
2021
Q2 		$153K Buy
+12,340
New +$148K ﹤0.01% 1697

Other funds holding RMT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $116M AUM 15.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Cetera Investment Advisers increased its Royce Micro-Cap Trust (RMT) stake by 287% in Q1 2026, buying an estimated $431K and bringing the position to 50,036 shares worth $566K. The position accounts for ﹤0.01% of the portfolio, ranked #3392.

Cetera Investment Advisers first reported a position in RMT in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.94M in Q3 2024. 105 funds tracked by Wall St. Rank hold RMT as of Q1 2026.

  • Cetera Investment Advisers held 50,036 shares of Royce Micro-Cap Trust worth $566K as of Q1 2026.
  • Cetera Investment Advisers bought 37,116 Royce Micro-Cap Trust shares in Q1 2026, an estimated $431K.
  • Royce Micro-Cap Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3392 holding.
  • Cetera Investment Advisers first reported a position in Royce Micro-Cap Trust in Q2 2021 and has held it in 18 quarters since.
  • Cetera Investment Advisers's Royce Micro-Cap Trust position peaked at $2.94M in Q3 2024.
  • 105 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q1 2026.

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