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Cetera Investment Advisers’s
Ubiquiti
UI
Stock Holding History
Cetera Investment Advisers’s Portfolio
UI Stock Details
UI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.35M
Buy
1,707
+298
+21%
+$202K
﹤0.01%
2638
2025
Q4
$780K
Buy
1,409
+83
+6%
+$52.5K
﹤0.01%
3050
2025
Q3
$877K
Buy
1,326
+569
+75%
+$284K
﹤0.01%
2885
2025
Q2
$312K
Buy
+757
New
+$276K
﹤0.01%
3361
2022
Q3
–
Sell
-988
Closed
-$245K
–
1877
2022
Q2
$245K
Sell
988
-5
-0.5%
-$1.33K
﹤0.01%
1550
2022
Q1
$289K
Sell
993
-13
-1%
-$3.51K
﹤0.01%
1505
2021
Q4
$309K
Sell
1,006
-1
-0.1%
-$304
﹤0.01%
1477
2021
Q3
$301K
Buy
1,007
+35
+4%
+$10.8K
﹤0.01%
1439
2021
Q2
$303K
Buy
+972
New
+$285K
﹤0.01%
1413
2021
Q1
–
Sell
-933
Closed
-$260K
–
1709
2020
Q4
$260K
Buy
+933
New
+$215K
0.01%
1322
2020
Q1
–
Sell
-1,149
Closed
-$216K
–
620
2019
Q4
$216K
Buy
+1,149
New
+$185K
0.02%
535
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$733B AUM
35.63%
1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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