Cetera Investment Advisers
STK

Cetera Investment Advisers’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Cetera Investment Advisers’s Portfolio STK Stock Details STK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.43M Buy
37,806
+3,930
+12% +$155K ﹤0.01% 2584
2025
Q4 		$1.25M Buy
33,876
+9,962
+42% +$366K ﹤0.01% 2636
2025
Q3 		$845K Sell
23,914
-2,736
-10% -$87.5K ﹤0.01% 2920
2025
Q2 		$810K Buy
26,650
+8,695
+48% +$246K ﹤0.01% 2569
2025
Q1 		$502K Buy
17,955
+1,605
+10% +$50.5K ﹤0.01% 2838
2024
Q4 		$522K Sell
16,350
-2,778
-15% -$92.8K ﹤0.01% 2643
2024
Q3 		$641K Sell
19,128
-569
-3% -$18.5K ﹤0.01% 2452
2024
Q2 		$656K Buy
19,697
+349
+2% +$11.1K ﹤0.01% 2388
2024
Q1 		$617K Buy
+19,348
New +$622K ﹤0.01% 2448

Other funds holding STK

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return