Cetera Investment Advisers
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Cetera Investment Advisers’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Cetera Investment Advisers’s Portfolio TPVG Stock Details TPVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$285K Buy
58,077
+3,778
+7% +$20.2K ﹤0.01% 4195
2026
Q1 		$271K Buy
54,299
+7,355
+16% +$42K ﹤0.01% 4076
2025
Q4 		$307K Buy
46,944
+1,364
+3% +$8.17K ﹤0.01% 3890
2025
Q3 		$263K Buy
45,580
+2,459
+6% +$16.4K ﹤0.01% 3942
2025
Q2 		$302K Sell
43,121
-1,806
-4% -$11.8K ﹤0.01% 3394
2025
Q1 		$314K Buy
44,927
+1,636
+4% +$12.5K ﹤0.01% 3230
2024
Q4 		$319K Sell
43,291
-2,841
-6% -$20.9K ﹤0.01% 3065
2024
Q3 		$326K Buy
46,132
+2,809
+6% +$21.9K ﹤0.01% 2998
2024
Q2 		$348K Buy
43,323
+542
+1% +$4.96K ﹤0.01% 2906
2024
Q1 		$406K Buy
42,781
+30,437
+247% +$323K ﹤0.01% 2779
2023
Q4 		$134K Buy
+12,344
New +$126K ﹤0.01% 2109
2023
Q2 		– Sell
-11,779
Closed -$142K – 2301
2023
Q1 		$142K Sell
11,779
-9,064
-43% -$106K ﹤0.01% 2013
2022
Q4 		$217K Buy
20,843
+2,967
+17% +$35.9K ﹤0.01% 1855
2022
Q3 		$194K Buy
+17,876
New +$233K ﹤0.01% 1505

Other funds holding TPVG

Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cetera Investment Advisers increased its TriplePoint Venture Growth BDC (TPVG) stake by 7% in Q2 2026, buying an estimated $20.2K and bringing the position to 58,077 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #4195.

Cetera Investment Advisers first reported a position in TPVG in Q3 2022 and has held it in 14 quarters since. The position peaked at $406K in Q1 2024. 62 funds tracked by Wall St. Rank hold TPVG as of Q2 2026.

  • Cetera Investment Advisers held 58,077 shares of TriplePoint Venture Growth BDC worth $285K as of Q2 2026.
  • Cetera Investment Advisers bought 3,778 TriplePoint Venture Growth BDC shares in Q2 2026, an estimated $20.2K.
  • TriplePoint Venture Growth BDC made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4195 holding.
  • Cetera Investment Advisers first reported a position in TriplePoint Venture Growth BDC in Q3 2022 and has held it in 14 quarters since.
  • Cetera Investment Advisers's TriplePoint Venture Growth BDC position peaked at $406K in Q1 2024.
  • 62 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q2 2026.

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