Cetera Investment Advisers AIOT — POWERFLEET INC

Ownership history in Cetera Investment Advisers  ·  8 quarters on record

AI Ownership Summary

Cetera Investment Advisers reported POWERFLEET INC (AIOT) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. The latest visible filing shows AIOT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AIOT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cetera Investment Advisers's position in POWERFLEET INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AIOT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AIOT stock page Cetera Investment Advisers fund profile Cetera Investment Advisers full holdings
How Cetera Investment Advisers held AIOT — position size vs. price
% of Fund (quarterly)    AIOT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 149,829 -49,414 -24.8% 0.00% $461K 2026-05-13 $3.29
2025 Q4 ADDED — — — 199,243 +194,243 +3884.9% 0.00% $1.1M 2026-02-17 $3.79
2025 Q3 REDUCED 97.7% +4.4% ❌ 5,000 -211,725 -97.7% 0.00% $2K 2025-11-14 $4.92
2025 Q3 ADDED — — — 216,725 +210,125 +3183.7% 0.00% $1.1M 2025-11-14 $4.92
2025 Q2 REDUCED 96.8% +22.0% ❌ 6,600 -197,732 -96.8% 0.00% $3K 2025-08-08 $3.87
2025 Q2 ADDED — — — 204,332 +68,332 +50.2% 0.00% $881K 2025-08-08 $3.87
2024 Q3 REDUCED — — — 136,000 -4,000 -2.9% 0.00% $680K 2024-11-13 $6.25
2024 Q2 INITIATED — — — 140,000 — — 0.00% $640K 2024-08-22 $4.87

🏢 Other funds also holding AIOT

As of 2026 Q1 — sorted by position size

Kopion Asset Management, LLC 3Y 5.84% Samjo Management, LLC 5.32% 325 CAPITAL LLC 3Y 4.31% Bandera Partners LLC 3Y 7Y 3.32% Potomac Capital Management, Inc. 3Y 7Y 2.44% Private Capital Management, LLC 3Y 7Y 2.29% Bastion Asset Management Inc. 2.15% AWM Investment Company, Inc. 3Y 7Y 1.6% 1492 Capital Management LLC 3Y 7Y 1.45% GRIZZLYROCK CAPITAL, LLC 0.98%

FAQ About Cetera Investment Advisers and AIOT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cetera Investment Advisers reported owning AIOT?

Cetera Investment Advisers reported AIOT across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported AIOT position in Cetera Investment Advisers's portfolio?

The largest reported portfolio weight for AIOT was 0.00% in 2024 Q3.

What is the latest reported AIOT position on this page?

The most recent filing on this page is 2026 Q1, when Cetera Investment Advisers reported 149,829 shares, equal to 0.00% of portfolio, with an estimated market value of $461K.

What does the chart on this AIOT ownership page compare?

The chart compares Cetera Investment Advisers's quarterly AIOT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cetera Investment Advisers time their AIOT position?

Based on 13F filing dates vs. subsequent AIOT price moves, Cetera Investment Advisers correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on AIOT relative to SPY over the holding period was -13.9%.

← Back to Cetera Investment Advisers Holdings