Commonwealth Equity Services, LLC Purchases in Q3 2024

Commonwealth Equity Services, LLC

  • $66 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HTRB
Hartford Fds Total Return Bd E

ETFs
44.5K
+ 6.92%
$33.29 - $35.33 $1.48M - $1.57M
688K $24M
Capital Group Conservative E
90.1K
+ 829.75%
N/A
101K $2.75M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
35.4K
+ 8.55%
$32.04 - $37.11 $1.13M - $1.31M
449K $16.4M
FHI
Federated Hermes, Inc.

Financial Services
8.94K
+ 1.62%
$32.18 - $37.3 $288K - $334K
560K $20.6M
HWM
Howmet Aerospace Inc.

Industrials
5.92K
+ 7.14%
$77.3 - $100.22 $458K - $593K
88.8K $8.91M
CGMU
Capital Group Core Plus Income
50.9K
+ 2.92%
N/A
1.79M $49.3M
Innovator Etfs Trust
99.8K
New
N/A
99.8K $2.46M
First Tr Exchng Traded Fd Vi
73.6K
+ 43.61%
N/A
242K $7.61M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
13K
+ 9.15%
$110.22 - $120.89 $1.43M - $1.57M
155K $18.6M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
12.6K
+ 1.85%
$51.3 - $59.04 $644K - $741K
690K $37.9M
MEAR
Blackrock Short Maturity Munic

ETFs
48.2K
+ 582.17%
$49.99 - $50.34 $2.41M - $2.43M
56.5K $2.84M
CWB
Spdr Bloomberg Convertible Sec

ETFs
19.3K
+ 9.36%
$71.19 - $76.59 $1.38M - $1.48M
226K $17.3M
GOLD
Barrick Gold Corp

Basic Materials
18.1K
+ 2.85%
$16.56 - $21.01 $300K - $381K
655K $13M
EMN
Eastman Chemical CO

Basic Materials
12.7K
+ 18.44%
$93.82 - $113.74 $1.19M - $1.44M
81.3K $9.11M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
120K
+ 21.57%
$16.42 - $18.12 $1.98M - $2.18M
678K $12.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
23.5K
+ 2.02%
$49.93 - $51.15 $1.17M - $1.2M
1.19M $60.7M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
64.6K
+ 21.37%
$21.72 - $25.05 $1.4M - $1.62M
367K $8.98M
XSMO
Invesco S&P Smallcap Momentum

ETFs
25.6K
+ 25.72%
$59.5 - $67.14 $1.53M - $1.72M
125K $8.3M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
46.7K
+ 24.24%
$41.93 - $44.13 $1.96M - $2.06M
240K $10.6M
OWL
Blue Owl Capital Inc.

Financial Services
102K
+ 51.34%
$15.81 - $19.83 $1.61M - $2.02M
300K $5.81M
FTNT
Fortinet, Inc.

Technology
38
+ 0.03%
$55.39 - $77.55 $2.1K - $2.95K
132K $10.3M
AUSF
Global X Fds Adaptive U S Fact

ETFs
53.6K
New
$39.51 - $42.7 $2.12M - $2.29M
53.6K $2.29M
MDIV
First Trust Multi Asset Divers

ETFs
110K
+ 21.85%
$15.69 - $16.76 $1.73M - $1.84M
614K $10.2M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
19.5K
+ 4.24%
$73.86 - $84.2 $1.44M - $1.64M
480K $39.6M
SIXJ
Aim ETF Prods Tr Allianzim U S
70.2K
+ 32.04%
$27.55 - $29.4 $1.93M - $2.06M
289K $8.5M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
107K
+ 8.96%
$11.52 - $12.52 $1.23M - $1.34M
1.3M $16.1M
BAUG
Innovator U.S. Equity Buffer E
42.2K
+ 19.95%
N/A
253K $10.8M
JCI
Johnson Controls International PLC

Industrials
10.4K
+ 8.05%
$65.52 - $77.61 $682K - $808K
140K $10.9M
EXC
Exelon Corp

Utilities
5.16K
+ 1.53%
$34.24 - $40.55 $177K - $209K
343K $13.9M
YEAR
Ab Active Etfs Inc Ultra Short
42.5K
+ 34.42%
N/A
166K $8.43M
CDC
Victory Portfolios Ii Shs Inco

ETFs
16.9K
+ 9.87%
$58.2 - $64.99 $982K - $1.1M
188K $12.2M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
83.3K
+ 17.56%
$21.22 - $22.22 $1.77M - $1.85M
557K $12.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
20.3K
+ 7.23%
$46.9 - $51.96 $952K - $1.05M
301K $15.5M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.59K
+ 0.69%
$76.94 - $79.54 $430K - $445K
815K $64.7M
TDVG
T Rowe Price Exchange Traded F

Technology
27.9K
+ 6.71%
$37.87 - $40.96 $1.06M - $1.14M
444K $18.2M
ARES
Ares Management Corp

Financial Services
12.6K
+ 145.31%
$133.73 - $158.05 $1.69M - $2M
21.3K $3.32M
BK
Bank Of New York Mellon Corp

Financial Services
4.24K
+ 2.75%
$59.54 - $72.17 $252K - $306K
158K $11.4M
GWW
W.W. Grainger, Inc.

Industrials
742
+ 7.44%
$896.19 - $1044.18 $665K - $775K
10.7K $11.1M
First Tr Exchng Traded Fd Vi
104K
New
N/A
104K $2.13M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
77.9K
+ 77.52%
$24.34 - $25.83 $1.9M - $2.01M
178K $4.59M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
41.2K
+ 11.39%
$50.52 - $50.95 $2.08M - $2.1M
403K $20.5M
FNX
First Tr Mid Cap Core Alphadex

ETFs
13.7K
+ 24.0%
$106.85 - $117.19 $1.46M - $1.6M
70.7K $8.28M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
66.5K
+ 9.0%
$23.63 - $24.42 $1.57M - $1.62M
805K $19.6M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
11.7K
+ 6.14%
$66.56 - $75.11 $782K - $882K
203K $15.2M
YYY
Amplify ETF Tr High Income ETF

ETFs
166K
+ 142.05%
$11.48 - $12.36 $1.91M - $2.05M
283K $3.49M
DFSV
Dimensional ETF Tr Dimensional

ETFs
13K
+ 1.57%
$28.25 - $31.7 $366K - $411K
839K $25.8M
UBER
Uber Technologies, Inc

Technology
8.7K
+ 1.53%
$58.48 - $77.47 $509K - $674K
578K $43.4M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
99.9K
+ 4.77%
$7.45 - $8.23 $744K - $822K
2.19M $17.7M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
21.2K
+ 49.81%
$79.58 - $91.64 $1.69M - $1.94M
63.8K $5.79M
Activity Summary
Buys All Purchases 1961 New Holdings 211 Increased Positions 1750 Sells All Sells 1993 Reductions 1993 Sold out 0 Options Calls 0 Puts 0
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