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
GTIP
Goldman Sachs ETF Tr Access In

ETFs
499
+ 11.43%
$48.64 - $50.07 $24.3K - $25K
4.86K $241K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.09K
+ 0.28%
$23.29 - $23.38 $25.3K - $25.4K
395K $9.24M
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
90
+ 0.36%
$14.86 - $17.74 $1.34K - $1.6K
25.1K $445K
Nuvve Holding Corp
23K
New
N/A
23K $22K
UVV
Universal Corp

Consumer Defensive
156
+ 2.64%
$50.84 - $65.39 $7.93K - $10.2K
6.06K $353K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
319
+ 7.05%
$61.25 - $63.4 $19.5K - $20.2K
4.84K $307K
ADT
Adt Inc.

Industrials
1.92K
+ 12.07%
$7.54 - $8.6 $14.5K - $16.5K
17.8K $151K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
1.38K
+ 4.66%
$9.86 - $10.92 $13.6K - $15K
31K $338K
Canopy Growth Corp
4.27K
+ 7.98%
N/A
57.7K $70K
MMT
Mfs Multimarket Income Trust

Financial Services
2.18K
+ 1.06%
$4.36 - $4.7 $9.48K - $10.2K
207K $971K
PCTY
Paylocity Holding Corp

Technology
210
+ 7.91%
$172.54 - $201.04 $36.2K - $42.2K
2.87K $519K
SIGA
Siga Technologies Inc

Healthcare
1.31K
+ 10.45%
$5.22 - $6.56 $6.83K - $8.59K
13.8K $90K
Abrdn Asia Pacific Income Fu
764
+ 2.0%
N/A
39K $621K
CAC
Camden National Corp

Financial Services
197
+ 0.18%
$36.35 - $41.49 $7.16K - $8.17K
112K $4.54M
ENS
Ener Sys

Industrials
408
+ 15.72%
$78.52 - $100.4 $32K - $41K
3K $258K
FFBC
First Financial Bancorp

Financial Services
1.19K
+ 9.64%
$22.05 - $25.19 $26.3K - $30K
13.6K $329K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
938
+ 6.01%
$23.58 - $24.2 $22.1K - $22.7K
16.6K $399K
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
15.7K
+ 122.55%
$1.14 - $1.91 $17.9K - $30K
28.5K $38K
PBDC
Putnam ETF Tr Bdc Income Etf(D
3.01K
+ 3.02%
N/A
102K $3.47M
CYH
Community Health Systems Inc

Healthcare
310
+ 1.22%
$2.39 - $4.35 $741 - $1.35K
25.7K $87K
FTXR
First Tr ETF Vi Nasdaq Transn

ETFs
54
+ 0.6%
$25.7 - $32.11 $1.39K - $1.73K
9.09K $287K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
53
+ 1.53%
N/A
3.51K $221K
Integra Res Corp
12.4K
New
N/A
12.4K $19K
NMAI
Nuveen Multi Asset Income Fund

ETFs
388
+ 1.76%
$10.75 - $12.65 $4.17K - $4.91K
22.4K $283K
Rbb Fd Inc
37
+ 0.36%
N/A
10.3K $276K
TEF
Telefonica S A

Communication Services
1.93K
+ 13.32%
$4.37 - $5.39 $8.41K - $10.4K
16.4K $86K
UCBI
United Community Banks Inc

Financial Services
109
+ 1.13%
N/A
9.74K $290K
ARDX
Ardelyx, Inc.

Healthcare
11.4K
+ 42.66%
$3.28 - $5.51 $37.3K - $62.7K
38K $149K
ARHS
Arhaus, Inc.

Consumer Cyclical
2.13K
+ 20.34%
$7.06 - $8.98 $15K - $19.1K
12.6K $109K
CX
Cemex Sab De Cv

Basic Materials
149
+ 1.16%
$5.02 - $7.19 $748 - $1.07K
12.9K $90K
FIBK
First Interstate Bancsystem Inc

Financial Services
330
+ 0.62%
$23.86 - $29.01 $7.87K - $9.57K
53.2K $1.53M
Fortress Biotech Inc
30
+ 0.05%
N/A
61.5K $114K
GBDC
Golub Capital Bdc, Inc.

Financial Services
5.12K
+ 4.43%
$13.03 - $15.28 $66.7K - $78.2K
121K $1.77M
VKQ
Invesco Municipal Trust

Financial Services
9.5K
+ 6.85%
$9.02 - $9.76 $85.7K - $92.7K
148K $1.36M
TCBK
Trico Bancshares

Financial Services
368
+ 6.42%
$35.9 - $41.52 $13.2K - $15.3K
6.1K $247K
WEX
Wex Inc.

Technology
233
+ 14.26%
$113.47 - $161.8 $26.4K - $37.7K
1.87K $274K
FCO
Aberdeen Global Income Fund Inc

Financial Services
1.45K
+ 6.96%
$5.7 - $6.39 $8.25K - $9.25K
22.3K $142K
AURA
Aura Biosciences, Inc.

Healthcare
679
+ 2.24%
$4.9 - $6.97 $3.33K - $4.73K
31K $194K
ESRT
Empire State Realty Trust, Inc.

Real Estate
522
+ 1.08%
$6.79 - $8.71 $3.54K - $4.55K
49K $396K
FT
Franklin Universal Trust

Financial Services
364
+ 0.22%
$6.95 - $7.62 $2.53K - $2.77K
164K $1.25M
Ishares Tr
579
+ 2.42%
N/A
24.5K $600K
MCR
Mfs Charter Income Trust

Financial Services
595
+ 0.43%
$5.89 - $6.36 $3.5K - $3.78K
139K $887K
SNDR
Schneider National, Inc.

Industrials
33
+ 0.26%
$21.06 - $24.75 $695 - $817
12.5K $302K
STEW
Boulder Growth & Income Fund

Financial Services
439
+ 2.11%
$15.52 - $17.85 $6.81K - $7.84K
21.2K $375K
ONCY
Oncolytics Biotech Inc

Healthcare
4K
+ 6.55%
$0.33 - $0.77 $1.32K - $3.08K
65.1K $50K
SGMO
Sangamo Therapeutics, Inc

Healthcare
50K
+ 50.86%
$0.43 - $0.81 $21.5K - $40.5K
148K $80K
SFBS
Servis First Bancshares, Inc.

Financial Services
365
+ 14.13%
$68.48 - $82.21 $25K - $30K
2.95K $229K
American Battery Technology
2K
+ 10.62%
N/A
20.8K $34K
Cbdmd Inc
16.3K
New
N/A
16.3K $15K
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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