Cetera Investment Advisers
UP icon

Cetera Investment Advisers’s Wheels Up UP Stock Holding History

Cetera Investment Advisers’s Portfolio UP Stock Details UP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$92.8K Buy
8,980
+2,283
+34% +$29.8K ﹤0.01% 4478
2025
Q4 		$87.9K Buy
6,697
+1,390
+26% +$31.7K ﹤0.01% 4433
2025
Q3 		$195K Buy
5,307
+1,684
+46% +$61.4K ﹤0.01% 4161
2025
Q2 		$77.5K Buy
+3,623
New +$89.1K ﹤0.01% 3921
2024
Q4 		– Sell
-719
Closed -$34.8K – 3896
2024
Q3 		$34.8K Buy
+719
New +$35.1K ﹤0.01% 3623

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
KCM
Knighthead Capital Management New York $989M AUM 19.8% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $87.8M AUM 730.09% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $677M AUM 57.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM