Cetera Investment Advisers MSTB — ETF SER SOLUTIONS

Ownership history in Cetera Investment Advisers  ·  7 quarters on record

AI Ownership Summary

Cetera Investment Advisers reported ETF SER SOLUTIONS (MSTB) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.03% in 2024 Q2. The latest visible filing shows MSTB at 0.02% 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 MSTB 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 ETF SER SOLUTIONS, 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 Q4

MSTB was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q2

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 2025 Q4

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.

MSTB stock page Cetera Investment Advisers fund profile Cetera Investment Advisers full holdings
How Cetera Investment Advisers held MSTB — position size vs. price
% of Fund (quarterly)    MSTB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 433,743 +23,459 +5.7% 0.02% $17.3M 2026-02-14 (Est.) $39.86
2025 Q3 ADDED — — — 410,284 +4,456 +1.1% 0.02% $16.3M 2025-11-14 $39.77
2025 Q2 ADDED — — — 405,828 +36 +0.0% 0.03% $15.1M 2025-08-08 $37.76
2025 Q1 REDUCED — — — 405,792 -3,586 -0.9% 0.03% $13.1M 2025-05-06 $34.09
2024 Q4 REDUCED — — — 409,378 -2,385 -0.6% 0.03% $13.8M 2025-02-14 $34.80
2024 Q3 REDUCED — — — 411,763 -9,437 -2.2% 0.03% $14.0M 2024-11-13 $34.27
2024 Q2 INITIATED — — — 421,200 — — 0.03% $13.7M 2024-08-22 $32.87

🏢 Other funds also holding MSTB

As of 2026 Q1 — sorted by position size

Uniting Wealth Partners, LLC 1.49% MILESTONE ASSET MANAGEMENT, LLC 3Y 1.28% Forefront Wealth Partners, LLC 0.94% Brookstone Capital Management 3Y 7Y 0.52% Hilton Head Capital Partners, LLC 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Cetera Investment Advisers and MSTB

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 MSTB?

Cetera Investment Advisers reported MSTB across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

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

The largest reported portfolio weight for MSTB was 0.03% in 2024 Q2.

What is the latest reported MSTB position on this page?

The most recent filing on this page is 2025 Q4, when Cetera Investment Advisers reported 433,743 shares, equal to 0.02% of portfolio, with an estimated market value of $17.3M.

What does the chart on this MSTB ownership page compare?

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

Based on 13F filing dates vs. subsequent MSTB price moves, Cetera Investment Advisers correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on MSTB relative to SPY over the holding period was -2.6%.

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