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
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 $89.9B AUM 20.5% 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 $2.09B AUM 58.96% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

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

Cetera Investment Advisers reduced its Special Opportunities Fund (SPE) stake by 48% in Q1 2026, selling an estimated $265K and leaving 19,872 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #4067.

Cetera Investment Advisers first reported a position in SPE in Q1 2025 and has held it in 5 quarters since. The position peaked at $558K in Q4 2025. 43 funds tracked by Wall St. Rank hold SPE as of Q1 2026.

  • Cetera Investment Advisers held 19,872 shares of Special Opportunities Fund worth $273K as of Q1 2026.
  • Cetera Investment Advisers sold 18,129 Special Opportunities Fund shares in Q1 2026, an estimated $265K.
  • Special Opportunities Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4067 holding.
  • Cetera Investment Advisers first reported a position in Special Opportunities Fund in Q1 2025 and has held it in 5 quarters since.
  • Cetera Investment Advisers's Special Opportunities Fund position peaked at $558K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q1 2026.

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