Cetera Investment Advisers TMDV PROSHARES TR

Ownership history in Cetera Investment Advisers  ·  9 quarters on record

AI Ownership Summary

Cetera Investment Advisers reported PROSHARES TR (TMDV) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows TMDV 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 TMDV 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 PROSHARES 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
2026 Q1

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

High-water mark
Peak Conviction
0.0% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 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.

How Cetera Investment Advisers held TMDV — position size vs. price
% of Fund (quarterly)    TMDV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 5,604 +7 +0.1% 0.00% $272K 2026-05-13 $48.75
2025 Q4 ADDED 5,597 +110 +2.0% 0.00% $263K 2026-02-17 $52.00
2025 Q3 ADDED 5,487 +15 +0.3% 0.00% $261K 2025-11-14 $45.90
2025 Q2 ADDED 5,472 +189 +3.6% 0.00% $256K 2025-08-08 $46.80
2025 Q1 UNCHANGED 5,283 0% 0.00% $251K 2025-05-06 $45.04
2024 Q4 UNCHANGED 5,283 0% 0.00% $247K 2025-02-14 $46.26
2024 Q3 UNCHANGED 5,283 0% 0.00% $264K 2024-11-13 $48.18
2024 Q2 UNCHANGED 5,283 0% 0.00% $240K 2024-08-22 $46.31
2024 Q1 INITIATED 5,283 0.00% $255K 2024-05-15 $45.22

FAQ About Cetera Investment Advisers and TMDV

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 TMDV?

Cetera Investment Advisers reported TMDV across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

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

The largest reported portfolio weight for TMDV was 0.00% in 2024 Q1.

What is the latest reported TMDV position on this page?

The most recent filing on this page is 2026 Q1, when Cetera Investment Advisers reported 5,604 shares, equal to 0.00% of portfolio, with an estimated market value of $272K.

What does the chart on this TMDV ownership page compare?

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

Based on 13F filing dates vs. subsequent TMDV price moves, Cetera Investment Advisers correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on TMDV relative to SPY over the holding period was -13.4%.

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