Cetera Investment Advisers
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Cetera Investment Advisers’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Cetera Investment Advisers’s Portfolio TLTW Stock Details TLTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.3M Buy
1,383,323
+215,475
+18% +$4.93M 0.03% 514
2025
Q4 		$26.5M Buy
1,167,848
+289,721
+33% +$6.76M 0.03% 546
2025
Q3 		$20.5M Buy
878,127
+272,265
+45% +$6.23M 0.02% 636
2025
Q2 		$14M Buy
605,862
+206,798
+52% +$4.76M 0.02% 658
2025
Q1 		$9.6M Buy
399,064
+169,914
+74% +$4.03M 0.02% 795
2024
Q4 		$5.39M Buy
229,150
+71,686
+46% +$1.8M 0.01% 997
2024
Q3 		$4.25M Buy
157,464
+9,450
+6% +$251K 0.01% 1087
2024
Q2 		$3.8M Sell
148,014
-33,651
-19% -$859K 0.01% 1149
2024
Q1 		$4.85M Buy
181,665
+85,730
+89% +$2.28M 0.01% 997
2023
Q4 		$2.64M Buy
+95,935
New +$2.67M 0.02% 678

Other funds holding TLTW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return