Cetera Investment Advisers
SPE

Cetera Investment Advisers’s Special Opportunities Fund SPE Stock Holding History

Cetera Investment Advisers’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$275K Buy
20,443
+571
+3% +$7.99K ﹤0.01% 4226
2026
Q1 		$273K Sell
19,872
-18,129
-48% -$265K ﹤0.01% 4067
2025
Q4 		$558K Buy
38,001
+4,686
+14% +$68.5K ﹤0.01% 3336
2025
Q3 		$493K Buy
33,315
+8,882
+36% +$132K ﹤0.01% 3392
2025
Q2 		$362K Buy
24,433
+3,989
+20% +$56.4K ﹤0.01% 3234
2025
Q1 		$293K Buy
+20,444
New +$297K ﹤0.01% 3282

Other funds holding SPE

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

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

Cetera Investment Advisers increased its Special Opportunities Fund (SPE) stake by 2.9% in Q2 2026, buying an estimated $7.99K and bringing the position to 20,443 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #4226.

Cetera Investment Advisers first reported a position in SPE in Q1 2025 and has held it in 6 quarters since. The position peaked at $558K in Q4 2025. 46 funds tracked by Wall St. Rank hold SPE as of Q2 2026.

  • Cetera Investment Advisers held 20,443 shares of Special Opportunities Fund worth $275K as of Q2 2026.
  • Cetera Investment Advisers bought 571 Special Opportunities Fund shares in Q2 2026, an estimated $7.99K.
  • Special Opportunities Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4226 holding.
  • Cetera Investment Advisers first reported a position in Special Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
  • Cetera Investment Advisers's Special Opportunities Fund position peaked at $558K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q2 2026.

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