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
PREF
Principal Spectrum Pfd Secs Ac

ETFs
5.61K
+ 1.87%
$18.21 - $18.97 $102K - $106K
305K $5.79M
ECC
Eagle Point Credit CO Inc.

Financial Services
30.4K
+ 28.71%
$6.94 - $8.31 $211K - $252K
136K $1.04M
LGOV
First Tr ETF Iv Long Duration

ETFs
10.6K
+ 2.12%
$20.73 - $21.92 $219K - $232K
510K $10.9M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
958
+ 1.2%
$60.29 - $71.77 $57.8K - $68.8K
80.6K $5.65M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
274
+ 0.28%
$22.61 - $26.12 $6.2K - $7.16K
97.4K $2.54M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
7.9K
+ 5.82%
$22.57 - $23.23 $178K - $183K
144K $3.34M
POOL
Pool Corp

Industrials
777
+ 48.87%
$285.0 - $325.66 $221K - $253K
2.37K $690K
RS
Reliance Steel & Aluminum CO

Basic Materials
200
+ 4.16%
$262.08 - $316.81 $52.4K - $63.4K
5.01K $1.57M
Aim ETF Products Trust
4.59K
+ 12.38%
N/A
41.7K $1.09M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
1.28K
+ 0.51%
$6.66 - $8.12 $8.49K - $10.4K
252K $2.04M
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
24.1K
+ 16.88%
$10.66 - $11.83 $257K - $285K
167K $1.85M
Millrose Pptys Inc
4.35K
+ 14.91%
N/A
33.5K $955K
TUGN
Listed Fds Tr Stf Tactical Gro

ETFs
5.47K
+ 35.36%
$19.27 - $24.6 $105K - $135K
20.9K $515K
Hartford Fds Exchange Traded
4.56K
+ 4.83%
N/A
98.9K $3.85M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
4.25K
+ 66.48%
$41.2 - $42.29 $175K - $180K
10.6K $449K
Northern Lights Fd Tr
7.2K
+ 63.76%
N/A
18.5K $461K
BXSL
Blackstone Secured Lending Fund

Financial Services
8.25K
+ 17.67%
$26.88 - $32.74 $222K - $270K
54.9K $1.69M
Aim ETF Products Trust
5.18K
+ 17.1%
N/A
35.4K $972K
GLNG
Golar Lng LTD

Energy
3.62K
+ 40.06%
$30.7 - $42.63 $111K - $154K
12.7K $521K
AL
Air Lease Corp

Industrials
1.41K
+ 15.15%
$40.46 - $58.71 $57K - $82.8K
10.7K $627K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
14.6K
+ 66.5%
$10.85 - $11.98 $159K - $175K
36.6K $437K
IYM
Ishares Tr

ETFs
124
+ 0.41%
$116.16 - $140.01 $14.4K - $17.4K
30.5K $4.27M
NTES
Net Ease, Inc.

Communication Services
411
+ 10.85%
$91.37 - $134.58 $37.6K - $55.3K
4.2K $565K
PEGA
Pegasystems Inc

Technology
4.33K
+ 112.65%
$49.95 - $103.29 $216K - $447K
8.17K $442K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
2.8K
+ 9.47%
$60.03 - $72.0 $168K - $202K
32.4K $2.15M
SAR
Saratoga Investment Corp.

Financial Services
7.43K
+ 44.1%
$21.46 - $25.35 $160K - $188K
24.3K $602K
EWMC
Invesco Exchange Traded Fd Tr

ETFs
767
+ 3.92%
N/A
20.3K $2.22M
QDEF
Flexshares Quality Div Defensi

ETFs
1.6K
+ 12.12%
$62.5 - $74.05 $100K - $119K
14.8K $1.1M
Invesco Exchange Traded Fd T
524
+ 5.89%
N/A
9.43K $938K
Dimensional ETF Trust
653
+ 0.53%
N/A
124K $6.6M
First Tr Exchng Traded Fd Vi
2.79K
+ 6.27%
N/A
47.2K $1.6M
GLDD
Great Lakes Dredge & Dock Corp

Industrials
14K
New
$8.04 - $12.35 $113K - $173K
14K $171K
HRB
H&R Block Inc

Consumer Cyclical
3.11K
+ 8.36%
$54.32 - $63.04 $169K - $196K
40.3K $2.21M
CCAP
Crescent Capital Bdc, Inc.

Financial Services
12.1K
New
$14.1 - $17.13 $170K - $207K
12.1K $170K
Upstream Bio Inc
15.5K
New
N/A
15.5K $170K
BV
Bright View Holdings, Inc.

Industrials
10.1K
New
$12.2 - $16.94 $124K - $172K
10.1K $169K
ESE
Esco Technologies Inc

Technology
86
+ 1.86%
$139.86 - $194.5 $12K - $16.7K
4.7K $903K
HYGV
Flexshares Tr High Yield Value

ETFs
2.35K
+ 2.12%
$38.45 - $41.03 $90.2K - $96.2K
113K $4.64M
JHG
Janus Henderson Group PLC

Financial Services
3.39K
+ 25.25%
$29.47 - $38.84 $100K - $132K
16.8K $654K
JPUS
Jpmorgan Diversified Return Us

ETFs
932
+ 4.91%
$102.8 - $118.19 $95.8K - $110K
19.9K $2.35M
Invesco Exchange Traded Fd T
2.06K
+ 40.38%
N/A
7.17K $493K
MVST
Microvast Holdings, Inc.

Industrials
600
+ 0.9%
$1.55 - $4.63 $930 - $2.78K
67.2K $244K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
3.21K
+ 0.9%
$8.28 - $9.42 $26.6K - $30.2K
359K $3.37M
Vanguard Mun Bd Fds
2.16K
+ 55.26%
N/A
6.08K $460K
WTFC
Wintrust Financial Corp

Financial Services
349
+ 3.3%
$95.17 - $124.21 $33.2K - $43.3K
10.9K $1.35M
GRAB
Grab Holdings LTD

Technology
14.9K
+ 8.35%
$3.48 - $5.25 $51.8K - $78.2K
193K $972K
HAE
Haemonetics Corp

Healthcare
1.53K
+ 33.98%
$56.04 - $74.77 $85.5K - $114K
6.01K $449K
RDW
Redwire Corp

Industrials
10.1K
New
$7.51 - $20.57 $75.6K - $207K
10.1K $164K
CRF
Cornerstone Total Return Fund Inc

Financial Services
6.32K
+ 3.13%
$6.44 - $7.75 $40.7K - $49K
208K $1.61M
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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