Cetera Investment Advisers
TREX icon

Cetera Investment Advisers’s Trex TREX Stock Holding History

Cetera Investment Advisers’s Portfolio TREX Stock Details TREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$633K Sell
17,388
-8,075
-32% -$325K ﹤0.01% 3294
2025
Q4 		$893K Sell
25,463
-13,500
-35% -$546K ﹤0.01% 2914
2025
Q3 		$2.01M Buy
38,963
+20,104
+107% +$1.22M ﹤0.01% 2156
2025
Q2 		$1.03M Buy
18,859
+708
+4% +$40.1K ﹤0.01% 2350
2025
Q1 		$1.05M Buy
18,151
+2,122
+13% +$138K ﹤0.01% 2219
2024
Q4 		$1.11M Buy
16,029
+2,239
+16% +$158K ﹤0.01% 2103
2024
Q3 		$918K Buy
13,790
+5,787
+72% +$406K ﹤0.01% 2181
2024
Q2 		$593K Sell
8,003
-1,674
-17% -$146K ﹤0.01% 2463
2024
Q1 		$965K Buy
9,677
+5,723
+145% +$510K ﹤0.01% 2096
2023
Q4 		$327K Buy
3,954
+344
+10% +$22.8K ﹤0.01% 1741
2023
Q3 		$223K Sell
3,610
-30
-0.8% -$2.06K ﹤0.01% 1919
2023
Q2 		$239K Buy
+3,640
New +$203K ﹤0.01% 1882
2023
Q1 		– Sell
-9,222
Closed -$390K – 2246
2022
Q4 		$390K Buy
+9,222
New +$419K ﹤0.01% 1516
2022
Q2 		– Sell
-3,767
Closed -$246K – 1949
2022
Q1 		$246K Sell
3,767
-772
-17% -$68.7K ﹤0.01% 1586
2021
Q4 		$613K Buy
4,539
+130
+3% +$15.6K 0.01% 1068
2021
Q3 		$449K Buy
4,409
+167
+4% +$17.5K 0.01% 1211
2021
Q2 		$434K Buy
4,242
+899
+27% +$90.8K 0.01% 1208
2021
Q1 		$306K Sell
3,343
-119
-3% -$11.2K 0.01% 1244
2020
Q4 		$290K Buy
+3,462
New +$265K 0.01% 1257

Other funds holding TREX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Cetera Investment Advisers reduced its Trex (TREX) stake by 32% in Q1 2026, selling an estimated $325K and leaving 17,388 shares worth $633K. The position accounts for ﹤0.01% of the portfolio, ranked #3294.

Cetera Investment Advisers first reported a position in TREX in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.01M in Q3 2025. 422 funds tracked by Wall St. Rank hold TREX as of Q1 2026.

  • Cetera Investment Advisers held 17,388 shares of Trex worth $633K as of Q1 2026.
  • Cetera Investment Advisers sold 8,075 Trex shares in Q1 2026, an estimated $325K.
  • Trex made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3294 holding.
  • Cetera Investment Advisers first reported a position in Trex in Q4 2020 and has held it in 19 quarters since.
  • Cetera Investment Advisers's Trex position peaked at $2.01M in Q3 2025.
  • 422 funds tracked by Wall St. Rank held Trex as of Q1 2026.

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