Commonwealth Equity Services, LLC Purchases in Q1 2025

Commonwealth Equity Services, LLC

  • $70.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
33.4K
+ 7.99%
$99.16 - $99.52 $3.31M - $3.32M
452K $44.9M
AVDV
American Centy ETF Tr Avantis

ETFs
44.4K
+ 64.77%
$63.74 - $71.96 $2.83M - $3.19M
113K $7.87M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
50.6K
+ 20.96%
$110.9 - $132.93 $5.61M - $6.72M
292K $33.2M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
206K
+ 44.39%
$15.0 - $15.91 $3.09M - $3.28M
671K $10.4M
IGRO
Ishares Tr International Divid

ETFs
16.9K
+ 3.54%
$66.91 - $73.87 $1.13M - $1.25M
493K $35.7M
TPL
Texas Pacific Land Corp

Energy
42
+ 0.28%
$1180.08 - $1431.01 $49.6K - $60.1K
15.1K $20M
BKR
Baker Hughes CO

Energy
63.8K
+ 34.55%
$41.16 - $48.85 $2.62M - $3.11M
248K $10.9M
ZTS
Zoetis Inc.

Healthcare
18.9K
+ 13.78%
$156.48 - $175.67 $2.95M - $3.31M
156K $25.7M
First Tr Exchng Traded Fd Vi
117K
New
N/A
117K $3.34M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
55.2K
+ 104.61%
$47.66 - $57.45 $2.63M - $3.17M
108K $5.88M
J P Morgan Exchange Traded F
73.9K
+ 17.88%
N/A
487K $31M
MELI
Mercadolibre Inc

Consumer Cyclical
582
+ 6.93%
$1739.0 - $2260.0 $1.01M - $1.32M
8.99K $17.5M
ORCC
Owl Rock Capital Corp

Financial Services
241K
+ 34.59%
N/A
937K $13.7M
ECL
Ecolab Inc.

Basic Materials
3.58K
+ 2.99%
$229.72 - $269.82 $822K - $966K
123K $31.3M
CNQ
Canadian Natural Resources LTD

Energy
104K
+ 69.04%
$26.72 - $32.74 $2.77M - $3.39M
254K $7.81M
IYH
Ishares Tr

ETFs
31.8K
+ 6.69%
$58.32 - $62.76 $1.85M - $1.99M
506K $30.8M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
227K
+ 4.22%
$53.6 - $58.97 $12.1M - $13.4M
5.6M $307M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
128K
+ 60.64%
$17.67 - $20.85 $2.26M - $2.67M
339K $7.06M
Aim ETF Products Trust
106K
+ 81.53%
N/A
237K $7.2M
PEP
Pepsico Inc

Consumer Defensive
33.2K
+ 3.85%
$142.64 - $156.42 $4.73M - $5.19M
894K $134M
VGIT
Vanguard Intermediate Term Tre

ETFs
45.8K
+ 15.3%
$57.44 - $59.4 $2.63M - $2.72M
345K $20.5M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
7.34K
+ 0.81%
$97.38 - $104.52 $714K - $767K
911K $93.1M
VXF
Vanguard Extended Market ETF

ETFs
41.6K
+ 18.24%
$170.36 - $201.04 $7.08M - $8.36M
270K $46.4M
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
139K
+ 147.18%
$22.19 - $22.84 $3.08M - $3.17M
233K $5.23M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
429K
+ 19.22%
$39.97 - $48.7 $17.2M - $20.9M
2.66M $106M
UTHR
United Therapeutics Corp

Healthcare
11.3K
+ 132.11%
$304.42 - $380.78 $3.43M - $4.29M
19.8K $6.1M
FMIL
Fidelity Covington Tr New Mill
114K
+ 14.42%
N/A
908K $39.5M
Capital Grp Fixed Incm ETF T
108K
+ 22.04%
N/A
597K $15.7M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
62.4K
+ 17.76%
$49.69 - $50.76 $3.1M - $3.17M
414K $20.7M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
48.6K
+ 9.61%
$50.82 - $52.7 $2.47M - $2.56M
554K $29.1M
ARCC
Ares Capital Corp

Financial Services
124K
+ 10.94%
$21.28 - $23.81 $2.64M - $2.96M
1.26M $27.9M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
117K
+ 11.97%
$23.9 - $24.18 $2.8M - $2.83M
1.09M $26.5M
GOLD
Barrick Gold Corp

Basic Materials
20.5K
+ 3.06%
$15.45 - $19.56 $317K - $401K
692K $13.4M
WELL
Welltower Inc.

Real Estate
4.63K
+ 5.41%
$124.05 - $156.86 $574K - $726K
90.2K $13.8M
Innovator Etfs Trust
80.7K
+ 19.6%
N/A
492K $22.8M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
111K
+ 8.24%
$50.25 - $55.9 $5.58M - $6.2M
1.46M $75M
PSLV
Sprott Physical Silver Trust

Financial Services
124K
+ 15.15%
$9.86 - $11.68 $1.22M - $1.44M
940K $10.9M
TJX
Tjx Companies Inc

Consumer Cyclical
21.9K
+ 6.16%
$112.81 - $126.16 $2.47M - $2.76M
377K $45.9M
SAP
Sap Se

Technology
9.78K
+ 58.73%
$241.4 - $293.69 $2.36M - $2.87M
26.4K $7.1M
First Tr Exchng Traded Fd Vi
81.3K
+ 65.32%
N/A
206K $7.66M
AJG
Arthur J. Gallagher & Co.

Financial Services
2.78K
+ 8.43%
$275.89 - $345.24 $768K - $961K
35.8K $12.4M
SNOW
Snowflake Inc.

Technology
24.2K
+ 36.04%
$146.16 - $192.78 $3.54M - $4.67M
91.4K $13.4M
VPU
Vanguard Utilities ETF

ETFs
10.4K
+ 6.56%
$161.24 - $173.33 $1.68M - $1.8M
169K $28.9M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
43.9K
+ 13.43%
$48.13 - $51.78 $2.11M - $2.27M
371K $18.9M
TBBK
Bancorp, Inc.

Financial Services
55.6K
New
$49.74 - $62.75 $2.77M - $3.49M
55.6K $2.94M
WPM
Wheaton Precious Metals Corp.

Basic Materials
12.7K
+ 13.91%
$55.75 - $77.63 $706K - $984K
104K $8.06M
Harbor ETF Trust
144K
+ 579.34%
N/A
169K $3.47M
MSTR
Microstrategy Inc

Technology
11.2K
+ 4.94%
$239.27 - $396.5 $2.69M - $4.45M
238K $68.7M
STLG
Ishares Factors Us Growth Styl

ETFs
70K
+ 55.89%
N/A
195K $9.96M
Activity Summary
Buys All Purchases 2705 New Holdings 256 Increased Positions 2449 Sells All Sells 1381 Reductions 1381 Sold out 0 Options Calls 0 Puts 0
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