Cetera Investment Advisers
VGI

Cetera Investment Advisers’s Virtus Global Multi-Sector Income Fund VGI Stock Holding History

Cetera Investment Advisers’s Portfolio VGI Stock Details VGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$193K Sell
26,194
-4,961
-16% -$38.5K ﹤0.01% 4293
2025
Q4 		$244K Buy
31,155
+2,725
+10% +$21.4K ﹤0.01% 4074
2025
Q3 		$226K Hold
28,430
– – ﹤0.01% 4065
2025
Q2 		$223K Hold
28,430
– – ﹤0.01% 3642
2025
Q1 		$220K Buy
28,430
+8,454
+42% +$65.8K ﹤0.01% 3532
2024
Q4 		$153K Buy
+19,976
New +$159K ﹤0.01% 3498

Other funds holding VGI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Cetera Investment Advisers reduced its Virtus Global Multi-Sector Income Fund (VGI) stake by 16% in Q1 2026, selling an estimated $38.5K and leaving 26,194 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #4293.

Cetera Investment Advisers first reported a position in VGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $244K in Q4 2025. 34 funds tracked by Wall St. Rank hold VGI as of Q1 2026.

  • Cetera Investment Advisers held 26,194 shares of Virtus Global Multi-Sector Income Fund worth $193K as of Q1 2026.
  • Cetera Investment Advisers sold 4,961 Virtus Global Multi-Sector Income Fund shares in Q1 2026, an estimated $38.5K.
  • Virtus Global Multi-Sector Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4293 holding.
  • Cetera Investment Advisers first reported a position in Virtus Global Multi-Sector Income Fund in Q4 2024 and has held it in 6 quarters since.
  • Cetera Investment Advisers's Virtus Global Multi-Sector Income Fund position peaked at $244K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Virtus Global Multi-Sector Income Fund as of Q1 2026.

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