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
DFSE
Dimensional ETF Tr Dimen Emrgn
441
+ 4.5%
N/A
10.2K $390K
GIGB
Goldman Sachs ETF Access Invt
1.22K
+ 8.54%
N/A
15.5K $714K
NEXT
Next Decade Corp.

Energy
1.03K
+ 2.28%
$5.68 - $9.2 $5.87K - $9.51K
46.4K $413K
First Tr Exchng Traded Fd Vi
1.77K
+ 6.64%
N/A
28.5K $593K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.98K
+ 3.26%
$24.88 - $25.41 $49.2K - $50.2K
62.6K $1.59M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
282
+ 1.25%
$10.69 - $14.6 $3.01K - $4.12K
22.9K $335K
VTYX
Ventyx Biosciences, Inc.

Healthcare
27.2K
New
$0.84 - $2.65 $22.8K - $72K
27.2K $58K
Apogee Therapeutics Inc
398
+ 6.12%
N/A
6.9K $300K
IMNM
Immunome Inc.

Healthcare
372
+ 1.81%
$5.56 - $9.79 $2.07K - $3.64K
20.9K $195K
South Bow Corp
1.17K
+ 1.73%
N/A
68.8K $1.78M
Advisor Managed Portfolios
200
+ 1.31%
N/A
15.5K $534K
ZEUS
Olympic Steel Inc

Basic Materials
346
+ 0.84%
$28.11 - $34.92 $9.73K - $12.1K
41.7K $1.36M
SMOT
Vaneck ETF Tr Morningstar Smid
78
+ 0.3%
N/A
26.5K $923K
VOYA
Voya Financial, Inc.

Financial Services
545
+ 10.1%
$54.27 - $71.0 $29.6K - $38.7K
5.94K $422K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
2.19K
+ 0.88%
$22.87 - $23.14 $50.1K - $50.7K
250K $5.76M
HQL
Tekla Life Sciences Investors

Financial Services
4.05K
+ 13.89%
$10.87 - $13.02 $44K - $52.7K
33.2K $425K
Corpay Inc
219
+ 21.97%
N/A
1.22K $403K
NAK
Northern Dynasty Minerals LTD

Basic Materials
1.74K
+ 0.63%
$0.8 - $1.55 $1.39K - $2.69K
276K $370K
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
1.32K
+ 10.26%
$16.89 - $21.2 $22.4K - $28.1K
14.2K $301K
BKE
Buckle Inc

Consumer Cyclical
49
+ 0.67%
$33.77 - $45.57 $1.65K - $2.23K
7.34K $333K
HUBS
Hubspot Inc

Technology
397
+ 3.49%
$487.07 - $672.24 $193K - $267K
11.8K $6.56M
Fidelity Covington Trust
182
+ 3.09%
N/A
6.06K $269K
IBRX
Immunity Bio, Inc.

Healthcare
24.3K
+ 79.73%
$1.89 - $3.44 $46K - $83.7K
54.9K $145K
Blackrock ETF Trust Ii
1.01K
+ 17.16%
N/A
6.89K $348K
ACV
Virtus Allianz Gi Diversified Income & Convertible Fund

Financial Services
421
+ 2.87%
$17.41 - $22.89 $7.33K - $9.64K
15.1K $345K
DVOL
First Tr ETF Vi Dorsey Wright
1.89K
+ 5.65%
N/A
35.3K $1.24M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
2.43K
+ 1.68%
$22.22 - $22.92 $54K - $55.7K
147K $3.34M
Pacer Fds Tr
1.17K
+ 1.57%
N/A
75.7K $1.85M
Pgim Rock ETF Tr
749
+ 5.27%
N/A
15K $452K
Pgim Rock ETF Tr
705
+ 4.51%
N/A
16.3K $481K
Pgim Rock ETF Tr
759
+ 5.69%
N/A
14.1K $405K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
1.33K
+ 1.01%
$19.44 - $19.88 $25.9K - $26.5K
134K $2.65M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
325
+ 2.14%
$52.22 - $73.66 $17K - $23.9K
15.5K $1.02M
SEB
Seaboard Corp

Industrials
1
+ 0.33%
$2459.69 - $2911.09 $2.46K - $2.91K
302 $863K
CPT
Camden Property Trust

Real Estate
1.2K
+ 13.37%
$106.53 - $122.8 $128K - $147K
10.2K $1.15M
CUZ
Cousins Properties Inc

Real Estate
1.41K
+ 12.05%
$25.15 - $30.53 $35.6K - $43.2K
13.1K $395K
YEXT
Yext, Inc.

Technology
234
+ 1.16%
$5.61 - $8.97 $1.31K - $2.1K
20.5K $174K
CLPT
Clear Point Neuro, Inc.

Healthcare
3.7K
+ 5.29%
$10.51 - $14.71 $38.9K - $54.4K
73.7K $880K
FAS
Direxion Daily Financial Bull

ETFs
43
+ 1.11%
$105.31 - $168.6 $4.53K - $7.25K
3.93K $662K
LEG
Leggett & Platt Inc

Consumer Cyclical
2.18K
+ 7.6%
$6.56 - $9.72 $14.3K - $21.2K
30.9K $275K
NURE
Nuveen Short Term Reit ETF

ETFs
2.1K
+ 23.27%
$26.98 - $31.41 $56.7K - $66K
11.1K $330K
PFGC
Performance Food Group CO

Consumer Defensive
283
+ 10.56%
$71.62 - $89.56 $20.3K - $25.3K
2.96K $259K
Pgim ETF Tr
900
+ 13.07%
N/A
7.79K $394K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
60
+ 0.35%
$114.16 - $129.6 $6.85K - $7.78K
17.4K $2.24M
KMPH
Kempharm, Inc

Healthcare
898
+ 2.95%
N/A
31.3K $276K
FICO
Fair Isaac Corp

Technology
89
+ 1.25%
$1503.62 - $2206.01 $134K - $196K
7.21K $13.2M
FMBH
First Mid Bancshares, Inc.

Financial Services
5
+ 0.03%
$31.0 - $38.22 $155 - $191
17.9K $670K
FUBO
Fubo Tv Inc.

Communication Services
8.01K
+ 47.37%
$2.42 - $3.86 $19.4K - $30.9K
24.9K $96K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
243
+ 7.74%
$70.34 - $87.93 $17.1K - $21.4K
3.38K $297K
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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