Cetera Investment Advisers
SURG icon

Cetera Investment Advisers’s SurgePays SURG Stock Holding History

Cetera Investment Advisers’s Portfolio SURG Stock Details SURG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$49.6K Buy
66,000
+20,000
+43% +$22.1K ﹤0.01% 4582
2025
Q4 		$76.8K Sell
46,000
-1,150
-2% -$2.56K ﹤0.01% 4452
2025
Q3 		$132K Buy
47,150
+1,750
+4% +$4.96K ﹤0.01% 4270
2025
Q2 		$141K Buy
45,400
+17,200
+61% +$47.6K ﹤0.01% 3816
2025
Q1 		$58.4K Buy
28,200
+6,000
+27% +$8.86K ﹤0.01% 3842
2024
Q4 		$39.5K Hold
22,200
– – ﹤0.01% 3674
2024
Q3 		$40.8K Buy
22,200
+10,000
+82% +$22.7K ﹤0.01% 3613
2024
Q2 		$38.9K Hold
12,200
– – ﹤0.01% 3611
2024
Q1 		$47K Buy
+12,200
New +$81.4K ﹤0.01% 3576

Other funds holding SURG

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $136M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Cetera Investment Advisers increased its SurgePays (SURG) stake by 43% in Q1 2026, buying an estimated $22.1K and bringing the position to 66,000 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4582.

Cetera Investment Advisers first reported a position in SURG in Q1 2024 and has held it in 9 quarters since. The position peaked at $141K in Q2 2025. 33 funds tracked by Wall St. Rank hold SURG as of Q1 2026.

  • Cetera Investment Advisers held 66,000 shares of SurgePays worth $49.6K as of Q1 2026.
  • Cetera Investment Advisers bought 20,000 SurgePays shares in Q1 2026, an estimated $22.1K.
  • SurgePays made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4582 holding.
  • Cetera Investment Advisers first reported a position in SurgePays in Q1 2024 and has held it in 9 quarters since.
  • Cetera Investment Advisers's SurgePays position peaked at $141K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held SurgePays as of Q1 2026.

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