Cetera Investment Advisers
STEW

Cetera Investment Advisers’s SRH Total Return Fund STEW Stock Holding History

Cetera Investment Advisers’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$438K Sell
25,591
-1,655
-6% -$29.4K ﹤0.01% 3638
2025
Q4 		$505K Sell
27,246
-1,968
-7% -$35.4K ﹤0.01% 3429
2025
Q3 		$531K Sell
29,214
-92
-0.3% -$1.65K ﹤0.01% 3331
2025
Q2 		$518K Sell
29,306
-2,452
-8% -$42.1K ﹤0.01% 2943
2025
Q1 		$548K Buy
31,758
+1,038
+3% +$17.2K ﹤0.01% 2766
2024
Q4 		$492K Sell
30,720
-3
-0% -$48 ﹤0.01% 2691
2024
Q3 		$485K Buy
30,723
+1,409
+5% +$21.5K ﹤0.01% 2676
2024
Q2 		$427K Sell
29,314
-4,170
-12% -$60.4K ﹤0.01% 2718
2024
Q1 		$504K Buy
+33,484
New +$481K ﹤0.01% 2601

Other funds holding STEW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $1.8B AUM 59.56% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $206M AUM 29.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return