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 Q2	$23.8K	Hold	66,000	–	–	﹤0.01%	4840
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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GPWA

Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM

MCA

Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return

CCC

Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Cetera Investment Advisers held its SurgePays (SURG) position steady in Q2 2026 at 66,000 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4840.

Cetera Investment Advisers first reported a position in SURG in Q1 2024 and has held it in 10 quarters since. The position peaked at $141K in Q2 2025. 36 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

Cetera Investment Advisers held 66,000 shares of SurgePays worth $23.8K as of Q2 2026.
Cetera Investment Advisers left its SurgePays share count unchanged in Q2 2026.
SurgePays made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4840 holding.
Cetera Investment Advisers first reported a position in SurgePays in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's SurgePays position peaked at $141K in Q2 2025.
36 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

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