Cetera Investment Advisers
TSI

Cetera Investment Advisers’s TCW Strategic Income Fund TSI Stock Holding History

Cetera Investment Advisers’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$77.2K Hold
17,190
– – ﹤0.01% 4515
2025
Q4 		$84.9K Hold
17,190
– – ﹤0.01% 4439
2025
Q3 		$84.6K Buy
17,190
+225
+1% +$1.11K ﹤0.01% 4358
2025
Q2 		$82.8K Sell
16,965
-4,483
-21% -$21.9K ﹤0.01% 3907
2025
Q1 		$104K Sell
21,448
-2,362
-10% -$11.5K ﹤0.01% 3770
2024
Q4 		$115K Buy
23,810
+28
+0.1% +$141 ﹤0.01% 3550
2024
Q3 		$122K Buy
23,782
+4,311
+22% +$21.5K ﹤0.01% 3498
2024
Q2 		$92.3K Buy
19,471
+9,029
+86% +$42K ﹤0.01% 3523
2024
Q1 		$50.2K Buy
+10,442
New +$49.1K ﹤0.01% 3564
2022
Q3 		– Sell
-12,559
Closed -$61K – 1873
2022
Q2 		$61K Buy
+12,559
New +$62.2K ﹤0.01% 1760

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $147M AUM 16.2% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return