Commonwealth Equity Services, LLC Purchases in Q2 2025

Commonwealth Equity Services, LLC

  • $75.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VRSN
Verisign Inc

Technology
503
+ 26.74%
$234.49 - $288.8 $118K - $145K
2.38K $689K
GINN
Goldman Sachs ETF Tr Innovate

ETFs
3.12K
New
$51.52 - $67.38 $161K - $210K
3.12K $210K
PTEU
Pacer Fds Tr Trendpilot Europe

ETFs
7.31K
New
$24.29 - $28.74 $178K - $210K
7.31K $210K
Pgim Rock ETF Tr
7.46K
New
N/A
7.46K $210K
PLMR
Palomar Holdings, Inc.

Financial Services
257
+ 2.6%
$129.99 - $175.67 $33.4K - $45.1K
10.1K $1.56M
Pgim Rock ETF Tr
7.54K
New
N/A
7.54K $209K
WNEB
Western New England Bancorp, Inc.

Financial Services
22.7K
New
$7.84 - $9.64 $178K - $219K
22.7K $209K
FDHY
Fidelity Covington Trust High

ETFs
2.4K
+ 2.14%
$46.01 - $48.93 $110K - $117K
115K $5.59M
SMIN
Ishares Msci India Small Cap I

ETFs
1.79K
+ 23.3%
$64.64 - $77.18 $116K - $138K
9.46K $730K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
281
+ 0.69%
$33.7 - $43.1 $9.47K - $12.1K
41.2K $1.78M
BFH
Bread Financial Holdings, Inc.

Financial Services
3.62K
New
$41.88 - $57.12 $152K - $207K
3.62K $207K
Aim ETF Products Trust
7.72K
New
N/A
7.72K $206K
CWEN
Clearway Energy, Inc.

Utilities
6.43K
New
$26.74 - $32.22 $172K - $207K
6.43K $206K
DBX
Dropbox, Inc.

Technology
6.6K
+ 74.07%
$25.42 - $29.7 $168K - $196K
15.5K $444K
Lenz Therapeutics Inc
7.02K
New
N/A
7.02K $206K
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
15.4K
New
$13.05 - $14.45 $201K - $222K
15.4K $206K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
164
+ 0.58%
$140.84 - $163.09 $23.1K - $26.7K
28.3K $4.62M
QQMG
Invesco Exchange Traded Fd Tr

ETFs
5.43K
New
$28.26 - $37.83 $153K - $205K
5.43K $205K
ARGX
Argenx Se

Healthcare
418
+ 64.41%
$532.27 - $656.65 $222K - $274K
1.07K $588K
FOX
Fox Corp Cl B (De)

Communication Services
4.03K
+ 93.83%
$43.81 - $53.0 $177K - $214K
8.33K $430K
DAX
Global X Fds Dax Germany ETF

ETFs
4.55K
New
$34.84 - $44.93 $159K - $204K
4.55K $204K
IIF
Morgan Stanley India Investment Fund, Inc.

Financial Services
7.22K
New
$22.65 - $28.29 $164K - $204K
7.22K $204K
CVLT
Commvault Systems Inc

Technology
841
+ 24.45%
$139.35 - $190.99 $117K - $161K
4.28K $746K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
1.59K
New
$97.32 - $136.25 $154K - $216K
1.59K $202K
LKFN
Lakeland Financial Corp

Financial Services
3.28K
New
$51.45 - $61.84 $169K - $203K
3.28K $202K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
8.17K
+ 15.81%
$21.85 - $22.76 $179K - $186K
59.9K $1.36M
First Tr Exchng Traded Fd Vi
5.22K
+ 8.19%
N/A
69K $1.43M
ISCV
Ishares Morningstar Small Cap

ETFs
1.95K
+ 5.05%
$51.37 - $61.54 $100K - $120K
40.5K $2.49M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
4.34K
+ 41.36%
N/A
14.8K $685K
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
1.06K
+ 13.64%
$39.47 - $62.61 $41.8K - $66.4K
8.83K $553K
PJT
Pjt Partners Inc.

Financial Services
168
+ 2.65%
$125.44 - $166.41 $21.1K - $28K
6.51K $1.07M
AVSF
American Centy ETF Tr Avantis

ETFs
3.85K
+ 6.28%
$46.28 - $47.03 $178K - $181K
65.2K $3.07M
RODM
Hartford Multifactor Developed

ETFs
252
+ 0.41%
$28.23 - $34.22 $7.11K - $8.62K
61.2K $2.09M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
10.1K
+ 21.42%
$18.94 - $21.67 $191K - $219K
57.3K $1.21M
Calamos ETF Tr
5.89K
+ 12.67%
N/A
52.3K $1.49M
CAMT
Camtek LTD

Technology
1.23K
+ 34.97%
$50.56 - $84.56 $62.4K - $104K
4.76K $403K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
3.9K
+ 12.39%
$46.47 - $47.67 $181K - $186K
35.4K $1.69M
GMED
Globus Medical Inc

Healthcare
5.21K
+ 65.7%
$55.82 - $75.5 $291K - $394K
13.1K $776K
NUDM
Nuveen Esg International Devel

ETFs
587
+ 1.23%
$28.66 - $35.49 $16.8K - $20.8K
48.3K $1.72M
DT
Dynatrace, Inc.

Technology
1.66K
+ 13.35%
$41.21 - $55.9 $68.4K - $92.8K
14.1K $778K
ZBRA
Zebra Technologies Corp

Technology
167
+ 3.05%
$213.54 - $309.26 $35.7K - $51.6K
5.64K $1.74M
DOCS
Doximity, Inc.

Healthcare
2.89K
+ 71.48%
$50.71 - $61.34 $146K - $177K
6.92K $425K
Rlj Lodging Tr
8.36K
+ 84.78%
N/A
18.2K $431K
RSPE
Invesco Exchange Traded Fd Tr

ETFs
4.51K
+ 10.4%
$22.89 - $27.54 $103K - $124K
47.9K $1.32M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
262
+ 0.26%
$26.27 - $28.07 $6.88K - $7.35K
101K $2.84M
SLI
Standard Lithium Ltd.

Basic Materials
50K
+ 37.67%
$1.11 - $1.96 $55.5K - $97.9K
183K $358K
NAT
Nordic American Tankers LTD

Industrials
37.8K
+ 7.26%
N/A
559K $1.47M
AQN
Algonquin Power & Utilities Corp.

Utilities
7.46K
+ 3.05%
$4.56 - $6.22 $34K - $46.4K
252K $1.45M
RZV
Invesco Fd Tr

ETFs
1.18K
+ 10.97%
$83.11 - $104.98 $98K - $124K
11.9K $1.25M
Activity Summary
Buys All Purchases 2241 New Holdings 234 Increased Positions 2007 Sells All Sells 1926 Reductions 1926 Sold out 0 Options Calls 0 Puts 0
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