Cetera Investment Advisers
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Cetera Investment Advisers’s Latham Group SWIM Stock Holding History

Cetera Investment Advisers’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,261
Closed -$91.7K – 4207
2025
Q1 		$91.7K Sell
14,261
-2,162
-13% -$14.5K ﹤0.01% 3792
2024
Q4 		$114K Sell
16,423
-1,238
-7% -$8.28K ﹤0.01% 3551
2024
Q3 		$120K Sell
17,661
-2,469
-12% -$12K ﹤0.01% 3502
2024
Q2 		$61K Sell
20,130
-10,486
-34% -$36.5K ﹤0.01% 3577
2024
Q1 		$121K Buy
+30,616
New +$87.3K ﹤0.01% 3459

Other funds holding SWIM

PCM
Pamplona Capital Management New York $361M AUM 5.25% 1-Year Est. Return
WCPI
Wynnchurch Capital Partners IV Rosemont, Illinois $44.8M AUM 11.91% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Cetera Investment Advisers's SWIM Position: Q2 2025 in Review

Cetera Investment Advisers sold out of Latham Group (SWIM) in Q2 2025, closing a stake of 14,261 shares — an estimated $91.7K sold.

Cetera Investment Advisers first reported a position in SWIM in Q1 2024 and held it in 5 quarters. The position peaked at $121K in Q1 2024. 128 funds tracked by Wall St. Rank hold SWIM as of Q2 2025.

  • Cetera Investment Advisers reported no remaining Latham Group position as of Q2 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 14,261 Latham Group shares in Q2 2025, an estimated $91.7K.
  • Cetera Investment Advisers first reported a position in Latham Group in Q1 2024 and held it in 5 quarters.
  • Cetera Investment Advisers's Latham Group position peaked at $121K in Q1 2024.
  • 128 funds tracked by Wall St. Rank held Latham Group as of Q2 2025.

Based on Cetera Investment Advisers's 13F filing for Q2 2025, filed 8 Aug 2025.