Cetera Investment Advisers

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Cetera Investment Advisers maintained a portfolio of 4919 distinct positions. They heavily accumulated shares in ISHARES TR, increasing their position by 3.5%. Conversely, Cetera Investment Advisers completely exited their position in INVESCO EXCH TRD SLF.
PCA Score Concentration Risk
Risk ENB
Total Positions
4919
Quarter
2025 Q4
Top Holding
IVV (3.0%)
Top 10 Concentration
17.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 4919
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IVV
ISHARES TR
ETF 3.03% 3.04% #1
Prev: #1
3.7 137,370 3.5%
P
S
4,046,475 $2,771,592,061 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 2.06% 2.00% #2 1
Prev: #3
2.8 194,858 2.9%
P
S
6,939,491 $1,886,569,940 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 1.96% 2.02% #3 1
Prev: #2
2.3 282,093 3.0%
P
S
9,594,693 $1,789,410,315 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AGG
ISHARES TR
ETF 1.68% 1.76% #4
Prev: #4
1.7 288,863 1.9%
P
S
15,428,160 $1,540,964,609 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTV
VANGUARD INDEX ...
ETF 1.55% 1.59% #5 1
Prev: #6
1.6 106,126 1.4%
P
S
7,443,431 $1,421,620,930 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 1.50% 1.54% #6 1
Prev: #7
1.1 18,433 0.8%
P
S
2,227,778 $1,368,546,320 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.46% 1.59% #7 2
Prev: #5
1.1 107,166 4.0%
P
S
2,754,317 $1,332,042,996 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 1.36% 1.36% #8 1
Prev: #9
1.0 68,798 3.9%
P
S
1,831,243 $1,248,761,007 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VONG
VANGUARD SCOTTS...
ETF 1.36% 1.47% #9 1
Prev: #8
1.0 -317,906 -3.0%
P
S
10,211,465 $1,243,245,876 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 1.33% 1.32% #10
Prev: #10
1.0 90,525 4.9%
P
S
1,938,813 $1,215,887,323 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 1.19% 1.23% #11
Prev: #11
1.0 23,277 0.7%
P
S
3,252,250 $1,090,381,937 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VUG
VANGUARD INDEX ...
Warrant 1.13% 1.16% #12
Prev: #12
1.0 48,510 2.3%
P
S
2,124,059 $1,036,243,436 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.09% 1.04% #13 2
Prev: #15
2.4 263,158 6.5%
P
S
4,328,708 $999,152,395 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEFA
ISHARES TR
ETF 1.05% 1.07% #14
Prev: #14
0.9 261,488 2.5%
P
S
10,758,681 $962,471,665 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHD
SCHWAB STRATEGI...
ETF 1.04% 1.11% #15 2
Prev: #13
0.9 -409,891 -1.2%
P
S
34,606,028 $949,243,367 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IWF
ISHARES TR
ETF 0.81% 0.85% #16
Prev: #16
0.8 3,816 0.2%
P
S
1,563,061 $739,796,534 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVE
ISHARES TR
ETF 0.79% 0.67% #17 1
Prev: #18
2.8 627,109 22.5%
P
S
3,409,979 $723,154,189 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CGDV
CAPITAL GROUP D...
Unknown 0.78% 0.70% #18 1
Prev: #17
2.3 2,082,860 14.5%
P
S
16,399,426 $715,670,924 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 0.74% 0.59% #19 3
Prev: #22
0.8 66,653 3.2%
P
S
2,161,343 $676,500,285 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEMG
ISHARES INC
ETF 0.69% 0.63% #20
Prev: #20
2.3 1,123,947 13.6%
P
S
9,358,810 $629,099,151 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BND
VANGUARD BD IND...
ETF 0.62% 0.64% #21 2
Prev: #19
0.7 284,567 3.8%
P
S
7,691,585 $569,715,641 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVW
ISHARES TR
Warrant 0.61% 0.61% #22 1
Prev: #21
0.7 146,739 3.4%
P
S
4,509,307 $555,817,058 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHG
SCHWAB STRATEGI...
ETF 0.60% 0.57% #23 1
Prev: #24
2.2 1,572,946 10.2%
P
S
16,960,267 $553,243,935 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQM
INVESCO EXCH TR...
ETF 0.58% 0.52% #24 4
Prev: #28
2.2 276,011 15.2%
P
S
2,096,928 $530,355,123 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 0.57% 0.56% #25
Prev: #25
0.7 36,652 2.5%
P
S
1,495,875 $517,722,318 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BSJP
INVESCO EXCH TR...
ETF 0.00% 0.03%
Sold All 😨
(Was: #598)
0.0 -979,756 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.02%
Sold All 😨
(Was: #681)
0.0 -304,758 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCP
INVESCO EXCH TR...
ETF 0.00% 0.01%
Sold All 😨
(Was: #990)
0.0 -479,406 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBHE
ISHARES TR
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #1008)
0.0 -415,147 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDQ
ISHARES TR
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #1121)
0.0 -320,572 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #1186)
0.0 -85,425 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTF
ISHARES TR
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #1420)
0.0 -208,730 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IPG
INTERPUBLIC GRO...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #1504)
0.0 -158,165 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GLOV
GOLDMAN SACHS E...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1676)
0.0 -63,173 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
MR COOPER GROUP...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1814)
0.0 -14,438 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GO
GROCERY OUTLET ...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #2065)
0.0 -141,170 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PNFP
PINNACLE FINL P...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #2138)
0.0 -22,100 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VRNA
VERONA PHARMA P...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2435)
0.0 -13,766 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INFU
INFUSYSTEM HLDG...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2523)
0.0 -129,416 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SGHC
SUPER GROUP SGH...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2592)
0.0 -93,509 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HTUS
CAPITOL SER TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #2689)
0.0 -25,788 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KBA
KRANESHARES TRU...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2694)
0.0 -36,481 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCS
STEELCASE INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2709)
0.0 -62,416 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ALE
ALLETE INC
Utilities 0.00% 0.00%
Sold All 😨
(Was: #2728)
0.0 -15,910 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EWK
ISHARES INC
ETF 0.00% 0.00%
Sold All 😨
(Was: #2740)
0.0 -44,576 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BILI
BILIBILI INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #2744)
0.0 -36,792 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CAFG
PACER FDS TR
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2773)
0.0 -38,112 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EZA
ISHARES INC
ETF 0.00% 0.00%
Sold All 😨
(Was: #2843)
0.0 -14,302 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BKKT
BAKKT HOLDINGS ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #2847)
0.0 -27,087 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ISSC
INNOVATIVE SOLU...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #2868)
0.0 -71,147 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VTLE
VITAL ENERGY IN...
Energy 0.00% 0.00%
Sold All 😨
(Was: #2912)
0.0 -50,185 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BOAT
TIDAL TRUST I
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2946)
0.0 -26,567 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CCOI
COGENT COMMUNIC...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #2976)
0.0 -20,898 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DENN
DENNYS CORP
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3001)
0.0 -149,312 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLY
TIDAL TRUST II
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3047)
0.0 -78,524 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HOV
HOVNANIAN ENTER...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3082)
0.0 -5,519 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SFD
SMITHFIELD FOOD...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #3083)
0.0 -30,174 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XPEV
XPENG INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3136)
0.0 -28,645 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BFC
BANK FIRST CORP
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3158)
0.0 -5,392 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BIRK
BIRKENSTOCK HOL...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3202)
0.0 -13,775 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPNS
SAPIENS INTL CO...
Technology 0.00% 0.00%
Sold All 😨
(Was: #3224)
0.0 -14,045 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CANG
CANGO INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3238)
0.0 -139,953 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MFH
MERCURITY FINTE...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3242)
0.0 -23,980 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CLW
CLEARWATER PAPE...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #3277)
0.0 -27,307 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RAYC
ADVISORS INNER ...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #3324)
0.0 -29,288 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CEP
CANTOR EQUITY P...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3327)
0.0 -23,984 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RNA
AVIDITY BIOSCIE...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3336)
0.0 -12,092 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TLS
TELOS CORP MD
Technology 0.00% 0.00%
Sold All 😨
(Was: #3356)
0.0 -76,126 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CWK
CUSHMAN WAKEFIE...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #3361)
0.0 -32,400 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DFNM
DIMENSIONAL ETF...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3365)
0.0 -10,721 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IBMN
ISHARES TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #3366)
0.0 -19,156 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SRDX
SURMODICS INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3415)
0.0 -16,066 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DGCB
DIMENSIONAL ETF...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3433)
0.0 -8,458 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ABM
ABM INDS INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3445)
0.0 -9,968 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HBI
HANESBRANDS INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3466)
0.0 -67,836 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GYLD
ARROW ETF TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #3494)
0.0 -32,309 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KORP
AMERICAN CENTY ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3507)
0.0 -8,945 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HTLD
HEARTLAND EXPRE...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3518)
0.0 -50,045 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ICHR
ICHOR HOLDINGS
Technology 0.00% 0.00%
Sold All 😨
(Was: #3536)
0.0 -23,406 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HOCT
INNOVATOR ETFS ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3545)
0.0 -17,035 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VRTS
VIRTUS INVT PAR...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3574)
0.0 -2,082 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ADTN
ADTRAN HOLDINGS...
Technology 0.00% 0.00%
Sold All 😨
(Was: #3616)
0.0 -40,599 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DFGX
DIMENSIONAL ETF...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3619)
0.0 -7,032 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BSMP
INVESCO EXCH TR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3648)
0.0 -14,965 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MIY
BLACKROCK MUNIY...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3658)
0.0 -32,112 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PINC
PREMIER INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3677)
0.0 -12,902 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
YSG
YATSEN HLDG LTD
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #3689)
0.0 -39,332 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TNK
TEEKAY TANKERS ...
Energy 0.00% 0.00%
Sold All 😨
(Was: #3692)
0.0 -7,037 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LNN
LINDSAY CORP
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3740)
0.0 -2,378 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RAYD
ADVISORS INNER ...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #3753)
0.0 -8,658 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KMPR
KEMPER CORP
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3759)
0.0 -6,312 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GRBK
GREEN BRICK PAR...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3781)
0.0 -4,284 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CCS
CENTURY CMNTYS ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #3808)
0.0 -4,875 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SEIE
SEI EXCHANGE TR...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #3815)
0.0 -10,054 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FVC
FIRST TR EXCHAN...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3828)
0.0 -8,347 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RELY
REMITLY GLOBAL ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #3832)
0.0 -18,413 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
QVAL
EA SERIES TRUST
ETF 0.00% 0.00%
Sold All 😨
(Was: #3847)
0.0 -6,297 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BHF
BRIGHTHOUSE FIN...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3850)
0.0 -5,495 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PHD
PIONEER FLOATIN...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3851)
0.0 -29,268 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TPLE
TIMOTHY PLAN
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3857)
0.0 -10,458 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPR
SPIRIT AEROSYST...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3879)
0.0 -7,313 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WIX
WIX COM LTD
Technology 0.00% 0.00%
Sold All 😨
(Was: #3883)
0.0 -1,579 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CORZ
CORE SCIENTIFIC...
Technology 0.00% 0.00%
Sold All 😨
(Was: #3897)
0.0 -15,455 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SAND
SANDSTORM GOLD ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3901)
0.0 -22,033 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PRAA
PRA GROUP INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3906)
0.0 -17,769 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ZLAB
ZAI LAB LTD
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3909)
0.0 -8,069 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BYRN
BYRNA TECHNOLOG...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3920)
0.0 -12,206 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MRCP
PGIM ROCK ETF T...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3924)
0.0 -8,628 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TRST
TRUSTCO BK CORP...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3944)
0.0 -7,240 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSTY
TIDAL TRUST II
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3956)
0.0 -18,558 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSEX
MIDDLESEX WTR C...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #3965)
0.0 -4,767 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RINF
PROSHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #3967)
0.0 -7,945 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
WHITEFIBER INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3973)
0.0 -9,404 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
ENR
ENERGIZER HLDGS...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3981)
0.0 -10,106 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PAGS
PAGSEGURO DIGIT...
Technology 0.00% 0.00%
Sold All 😨
(Was: #3993)
0.0 -24,775 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
STEL
STELLAR BANCORP...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3999)
0.0 -8,116 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TFX
TELEFLEX INCORP...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4005)
0.0 -1,993 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMBA
AMBARELLA INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #4015)
0.0 -2,924 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ARQQ
ARQIT QUANTUM I...
Technology 0.00% 0.00%
Sold All 😨
(Was: #4023)
0.0 -6,156 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DUSB
DIMENSIONAL ETF...
ETF 0.00% 0.00%
Sold All 😨
(Was: #4025)
0.0 -4,692 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RAL
RALLIANT CORP
Technology 0.00% 0.00%
Sold All 😨
(Was: #4027)
0.0 -5,436 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WMG
WARNER MUSIC GR...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #4031)
0.0 -6,976 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DK
DELEK US HLDGS ...
Energy 0.00% 0.00%
Sold All 😨
(Was: #4033)
0.0 -7,302 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HCA
HCA HEALTHCARE ...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4037)
0.0 -18,100 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VIXY
PROSHARES TR II
ETF 0.00% 0.00%
Sold All 😨
(Was: #4049)
0.0 -7,175 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PHIN
PHINIA INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #4050)
0.0 -4,029 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UPBD
UPBOUND GROUP I...
Technology 0.00% 0.00%
Sold All 😨
(Was: #4053)
0.0 -9,743 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RAYE
ADVISORS INNER ...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #4059)
0.0 -8,106 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FOXF
FOX FACTORY HLD...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #4070)
0.0 -9,258 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VFL
ABRDN NATL MUN ...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #4073)
0.0 -21,844 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ORGO
ORGANOGENESIS H...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4078)
0.0 -52,961 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DRD
DRDGOLD LIMITED
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #4082)
0.0 -8,073 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GCO
GENESCO INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #4091)
0.0 -7,593 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ZD
ZIFF DAVIS INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #4095)
0.0 -5,722 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CVI
CVR ENERGY INC
Energy 0.00% 0.00%
Sold All 😨
(Was: #4100)
0.0 -5,934 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SSTK
SHUTTERSTOCK IN...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #4105)
0.0 -10,309 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FXY
INVESCO CURRENC...
ETF 0.00% 0.00%
Sold All 😨
(Was: #4109)
0.0 -3,443 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TAC
TRANSALTA CORP
Utilities 0.00% 0.00%
Sold All 😨
(Was: #4111)
0.0 -15,657 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NGVC
NATURAL GROCERS...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #4116)
0.0 -5,332 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VECO
VEECO INSTRS IN...
Technology 0.00% 0.00%
Sold All 😨
(Was: #4118)
0.0 -7,008 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYC
SIMPLIFY EXCHAN...
ETF 0.00% 0.00%
Sold All 😨
(Was: #4126)
0.0 -4,935 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TEAF
TORTOISE SUSTAI...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #4127)
0.0 -17,966 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CLMB
CLIMB GLOBAL SO...
Technology 0.00% 0.00%
Sold All 😨
(Was: #4132)
0.0 -1,557 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LEN/B
LENNAR CORP
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #4133)
0.0 -1,744 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RAYJ
ADVISORS INNER ...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #4136)
0.0 -6,313 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OXY/WS
OCCIDENTAL PETE...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #4140)
0.0 -8,072 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XSVN
BONDBLOXX ETF T...
ETF 0.00% 0.00%
Sold All 😨
(Was: #4142)
0.0 -4,255 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NUSA
NUSHARES ETF TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #4145)
0.0 -8,721 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
QDIV
GLOBAL X FDS
ETF 0.00% 0.00%
Sold All 😨
(Was: #4148)
0.0 -5,767 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PFFR
ETFIS SER TR I
Preferred 0.00% 0.00%
Sold All 😨
(Was: #4149)
0.0 -10,795 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CNMD
CONMED CORP
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4150)
0.0 -4,284 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FBNC
FIRST BANCORP N...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #4153)
0.0 -3,802 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SQLV
LEGG MASON ETF ...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #4154)
0.0 -4,704 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WAFD
WAFD INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #4157)
0.0 -6,605 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
APLY
TIDAL TRUST II
Unknown 0.00% 0.00%
Sold All 😨
(Was: #4179)
0.0 -13,250 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KINS
KINGSTONE COS I...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #4185)
0.0 -12,101 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BHVN
BIOHAVEN LTD
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4204)
0.0 -10,976 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ARDT
ARDENT HEALTH I...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4206)
0.0 -12,287 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NAGE
NIAGEN BIOSCIEN...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4209)
0.0 -17,409 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MTW
MANITOWOC CO IN...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #4216)
0.0 -15,942 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NUS
NU SKIN ENTERPR...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #4217)
0.0 -13,053 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JAMF
JAMF HLDG CORP
Technology 0.00% 0.00%
Sold All 😨
(Was: #4219)
0.0 -14,758 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NMT
NUVEEN MASSACHU...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #4225)
0.0 -13,334 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
ITRON INC
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #4234)
0.0 -141,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
MHF
WESTERN ASSET M...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #4238)
0.0 -20,451 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CARS
CARS COM INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #4240)
0.0 -12,081 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ALTY
GLOBAL X FDS
ETF 0.00% 0.00%
Sold All 😨
(Was: #4241)
0.0 -12,349 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AFCG
ADVANCED FLOWER...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #4249)
0.0 -36,735 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SSYS
STRATASYS LTD
Technology 0.00% 0.00%
Sold All 😨
(Was: #4252)
0.0 -12,425 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
FIVE9 INC
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #4255)
0.0 -157,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
SHW
SHERWIN WILLIAM...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4256)
0.0 -8,700 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IMMR
IMMERSION CORP
Technology 0.00% 0.00%
Sold All 😨
(Was: #4267)
0.0 -18,182 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VYX
NCR VOYIX CORPO...
Technology 0.00% 0.00%
Sold All 😨
(Was: #4272)
0.0 -10,503 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NEXT
NEXTDECADE CORP
Energy 0.00% 0.00%
Sold All 😨
(Was: #4275)
0.0 -19,093 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CRD/A
CRAWFORD & CO
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #4280)
0.0 -11,705 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SUPV
GRUPO SUPERVIEL...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #4288)
0.0 -24,506 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ARHS
ARHAUS INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #4293)
0.0 -11,013 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CRSR
CORSAIR GAMING ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #4294)
0.0 -13,042 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MRK
MERCK & CO INC
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4296)
0.0 -14,000 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMDY
TIDAL TRUST II
Unknown 0.00% 0.00%
Sold All 😨
(Was: #4297)
0.0 -14,783 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
DEXCOM INC
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #4299)
0.0 -125,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
UBER TECHNOLOGI...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #4305)
0.0 -91,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
SUNS
SUNRISE RLTY TR...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #4310)
0.0 -10,154 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KTF
DWS MUN INCOME ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #4319)
0.0 -11,097 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PAYO
PAYONEER GLOBAL...
Technology 0.00% 0.00%
Sold All 😨
(Was: #4323)
0.0 -16,596 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IQST
IQSTEL INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #4326)
0.0 -15,255 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KOS
KOSMOS ENERGY L...
Energy 0.00% 0.00%
Sold All 😨
(Was: #4331)
0.0 -59,117 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EYEN
HYPERION DEFI I...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #4332)
0.0 -10,225 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FSLY
FASTLY INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #4334)
0.0 -11,299 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SEMR
SEMRUSH HLDGS I...
Technology 0.00% 0.00%
Sold All 😨
(Was: #4339)
0.0 -13,014 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ASM
AVINO SILVER & ...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #4344)
0.0 -17,370 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EHI
WESTERN ASSET G...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #4364)
0.0 -12,502 -100.0%
CLOSED
$— 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VERU
VERU INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4368)
0.0 -21,096 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MDXG
MIMEDX GROUP IN...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4385)
0.0 -10,416 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JMM
NUVEEN MULTI-MK...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #4389)
0.0 -10,890 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4406)
0.0 -15,200 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SOL
EMEREN GROUP LT...
Technology 0.00% 0.00%
Sold All 😨
(Was: #4420)
0.0 -29,095 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NBIS
NEBIUS GROUP N....
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4422)
0.0 -9,200 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CAN
CANAAN INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #4427)
0.0 -56,190 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BRY
BERRY CORP
Energy 0.00% 0.00%
Sold All 😨
(Was: #4429)
0.0 -13,018 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
URA
GLOBAL X FDS
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4435)
0.0 -12,000 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WEAT
TEUCRIUM COMMOD...
ETF 0.00% 0.00%
Sold All 😨
(Was: #4440)
0.0 -10,701 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BDN
BRANDYWINE RLTY...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #4442)
0.0 -10,495 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
COTY
COTY INC
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #4445)
0.0 -10,490 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
COIN
COINBASE GLOBAL...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4446)
0.0 -2,000 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BILI
BILIBILI INC
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4448)
0.0 -19,200 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ZYXI
ZYNEX INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4453)
0.0 -26,636 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4460)
0.0 -16,500 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BORR
BORR DRILLING L...
Energy 0.00% 0.00%
Sold All 😨
(Was: #4463)
0.0 -11,231 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SENS
SENSEONICS HLDG...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4465)
0.0 -69,124 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ONL
ORION PROPERTIE...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #4473)
0.0 -10,079 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4474)
0.0 -2,900 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JFU
9F INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #4475)
0.0 -10,050 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PSNY
POLESTAR AUTOMO...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #4476)
0.0 -27,787 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KTOS
KRATOS DEFENSE ...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4483)
0.0 -9,600 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GAU
GALIANO GOLD IN...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #4486)
0.0 -10,000 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPWR
COMPLETE SOLARI...
Technology 0.00% 0.00%
Sold All 😨
(Was: #4489)
0.0 -11,682 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CRDL
CARDIOL THERAPE...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #4490)
0.0 -19,013 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OMEX
ODYSSEY MARINE ...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #4493)
0.0 -10,100 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LPSN
LIVEPERSON INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #4495)
0.0 -33,057 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SHOT
SAFETY SHOT INC
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #4498)
0.0 -65,685 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BRCC
BRC INC
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #4501)
0.0 -10,765 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DIA
SPDR DOW JONES ...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4502)
0.0 -1,700 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
COHEN & STEERS ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #4505)
0.0 -199,085 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
ARGT
GLOBAL X FDS
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4508)
0.0 -3,000 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HIMS
HIMS & HERS HEA...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4510)
0.0 -13,800 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HD
HOME DEPOT INC
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4521)
0.0 -700 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CQQQ
INVESCO EXCH TR...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4522)
0.0 -12,600 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
BLACKROCK INCOM...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #4524)
0.0 -97,088 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
CRCL
CIRCLE INTERNET...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4525)
0.0 -300 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MIGI
MAWSON INFRASTR...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #4526)
0.0 -11,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
C
CITIGROUP INC
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4527)
0.0 -400 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CRWV
COREWEAVE INC
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4530)
0.0 -200 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UUUU
ENERGY FUELS IN...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4531)
0.0 -2,000 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
BULLISH
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4532)
0.0 -500 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
RUN
SUNRUN INC
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4533)
0.0 -1,400 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HL
HECLA MNG CO
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4534)
0.0 -3,000 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DELL
DELL TECHNOLOGI...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4536)
0.0 -200 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RR
RICHTECH ROBOTI...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4537)
0.0 -2,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ACB
AURORA CANNABIS...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4538)
0.0 -2,500 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AIOT
POWERFLEET INC
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4540)
0.0 -5,000 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AA
ALCOA CORP
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4539)
0.0 -1,000 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OPEN
OPENDOOR TECHNO...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4541)
0.0 -1,300 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
USAR
USA RARE EARTH ...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4542)
0.0 -700 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ENVX
ENOVIX CORPORAT...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4544)
0.0 -1,000 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DIS
DISNEY WALT CO
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4546)
0.0 -300 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XOM
EXXON MOBIL COR...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4547)
0.0 -500 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BBAI
BIGBEAR AI HLDG...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4548)
0.0 -1,500 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KSS
KOHLS CORP
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4549)
0.0 -1,000 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FXI
ISHARES TR
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4550)
0.0 -400 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GE
GE AEROSPACE
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4552)
0.0 -400 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ABAT
AMERICAN BATTER...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4553)
0.0 -1,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IJR
ISHARES TR
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4555)
0.0 -200 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JBL
JABIL INC
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4556)
0.0 -200 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
T
AT&T INC
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4557)
0.0 -500 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RSP
INVESCO EXCHANG...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4559)
0.0 -300 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLF
SELECT SECTOR S...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4562)
0.0 -3,000 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
F
FORD MTR CO
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4564)
0.0 -1,000 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IAG
IAMGOLD CORP
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #4566)
0.0 -300 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 4919 holdings

Unlock Full Cetera Investment Advisers Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics