Cetera Investment Advisers
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Cetera Investment Advisers’s Simply Good Foods SMPL Stock Holding History

Cetera Investment Advisers’s Portfolio SMPL Stock Details SMPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,373
Closed -$233K – 4669
2025
Q2 		$233K Buy
7,373
+1,249
+20% +$43.4K ﹤0.01% 3610
2025
Q1 		$211K Buy
6,124
+555
+10% +$20.1K ﹤0.01% 3561
2024
Q4 		$217K Buy
+5,569
New +$204K ﹤0.01% 3372

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cetera Investment Advisers's SMPL Position: Q3 2025 in Review

Cetera Investment Advisers sold out of Simply Good Foods (SMPL) in Q3 2025, closing a stake of 7,373 shares — an estimated $233K sold.

Cetera Investment Advisers first reported a position in SMPL in Q4 2024 and held it in 3 quarters. The position peaked at $233K in Q2 2025. 300 funds tracked by Wall St. Rank hold SMPL as of Q3 2025.

  • Cetera Investment Advisers reported no remaining Simply Good Foods position as of Q3 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 7,373 Simply Good Foods shares in Q3 2025, an estimated $233K.
  • Cetera Investment Advisers first reported a position in Simply Good Foods in Q4 2024 and held it in 3 quarters.
  • Cetera Investment Advisers's Simply Good Foods position peaked at $233K in Q2 2025.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2025.

Based on Cetera Investment Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.