Cetera Investment Advisers PSFJ PACER FDS TR

Ownership history in Cetera Investment Advisers  ·  7 quarters on record

AI Ownership Summary

Cetera Investment Advisers reported PACER FDS TR (PSFJ) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows PSFJ at 0.01% 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 PSFJ 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 Q4

PSFJ was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 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 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.

How Cetera Investment Advisers held PSFJ — position size vs. price
% of Fund (quarterly)    PSFJ 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 REDUCED 6.0% -1.5% 146,220 -9,313 -6.0% 0.01% $4.8M 2026-02-14 (Est.) $33.26
2025 Q3 ADDED 155,533 +141,350 +996.6% 0.01% $5.0M 2025-11-14 $32.54
2025 Q2 UNCHANGED 14,183 0% 0.00% $440K 2025-08-08 $31.57
2025 Q1 UNCHANGED 14,183 0% 0.00% $404K 2025-05-06 $28.50
2024 Q4 UNCHANGED 14,183 0% 0.00% $414K 2025-02-14 $29.91
2024 Q3 UNCHANGED 14,183 0% 0.00% $407K 2024-11-13 $29.37
2024 Q2 INITIATED 14,183 0.00% $390K 2024-08-22 $27.96

FAQ About Cetera Investment Advisers and PSFJ

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 PSFJ?

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

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

The largest reported portfolio weight for PSFJ was 0.01% in 2025 Q3.

What is the latest reported PSFJ position on this page?

The most recent filing on this page is 2025 Q4, when Cetera Investment Advisers reported 146,220 shares, equal to 0.01% of portfolio, with an estimated market value of $4.8M.

What does the chart on this PSFJ ownership page compare?

The chart compares Cetera Investment Advisers's quarterly PSFJ 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.

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