Cetera Investment Advisers
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Cetera Investment Advisers’s Vertex VERX Stock Holding History

Cetera Investment Advisers’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$406K Buy
34,150
+5,814
+21% +$90.5K ﹤0.01% 3706
2025
Q4 		$566K Sell
28,336
-8,146
-22% -$176K ﹤0.01% 3324
2025
Q3 		$904K Buy
36,482
+29,630
+432% +$858K ﹤0.01% 2855
2025
Q2 		$242K Sell
6,852
-1,718
-20% -$65.4K ﹤0.01% 3579
2025
Q1 		$300K Buy
8,570
+925
+12% +$42.3K ﹤0.01% 3268
2024
Q4 		$408K Buy
7,645
+588
+8% +$28.5K ﹤0.01% 2849
2024
Q3 		$272K Sell
7,057
-5,829
-45% -$215K ﹤0.01% 3157
2024
Q2 		$465K Sell
12,886
-3,950
-23% -$127K ﹤0.01% 2655
2024
Q1 		$535K Buy
+16,836
New +$454K ﹤0.01% 2555

Other funds holding VERX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return