Cetera Investment Advisers CAFG — PACER FDS TR

Ownership history in Cetera Investment Advisers  ·  5 quarters on record

AI Ownership Summary

Cetera Investment Advisers reported PACER FDS TR (CAFG) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows CAFG 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 CAFG 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 PACER FDS TR, 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
2025 Q3

CAFG 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 Q3 to 2025 Q3

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.

CAFG stock page Cetera Investment Advisers fund profile Cetera Investment Advisers full holdings
How Cetera Investment Advisers held CAFG — position size vs. price
% of Fund (quarterly)    CAFG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 38,112 +18,478 +94.1% 0.00% $989K 2025-11-14 $25.14
2025 Q2 ADDED — — — 19,634 +285 +1.5% 0.00% $480K 2025-08-08 $24.56
2025 Q1 REDUCED 30.1% +1.3% ❌ 19,349 -8,316 -30.1% 0.00% $468K 2025-05-06 $23.16
2024 Q4 ADDED — — — 27,665 +849 +3.2% 0.00% $704K 2025-02-14 $26.13
2024 Q3 INITIATED — — — 26,816 — — 0.00% $683K 2024-11-13 $26.94

🏢 Other funds also holding CAFG

As of 2026 Q1 — sorted by position size

Connecticut Capital Management Group, LLC 0.86% INDEPENDENT FINANCIAL GROUP, LLC 0.03% Signature Equity Partners, LLC 0.02% Capital Analysts, LLC 3Y 7Y 0.01% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Triumph Capital Management 3Y 0.0% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.0% HighTower Advisors, LLC 3Y 7Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% DAVENPORT & Co LLC 3Y 7Y 0.0%

FAQ About Cetera Investment Advisers and CAFG

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 CAFG?

Cetera Investment Advisers reported CAFG across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

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

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

What is the latest reported CAFG position on this page?

The most recent filing on this page is 2025 Q3, when Cetera Investment Advisers reported 38,112 shares, equal to 0.00% of portfolio, with an estimated market value of $989K.

What does the chart on this CAFG ownership page compare?

The chart compares Cetera Investment Advisers's quarterly CAFG 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 CAFG position?

Based on 13F filing dates vs. subsequent CAFG price moves, Cetera Investment Advisers correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on CAFG relative to SPY over the holding period was -18.0%.

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