Commonwealth Equity Services, LLC Incresed Positions in Q1 2025

Commonwealth Equity Services, LLC

  • $70.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Innovator Etfs Trust
59K
+ 15.69%
N/A
435K $15.5M
MLM
Martin Marietta Materials Inc

Basic Materials
3.79K
+ 45.65%
$460.39 - $552.64 $1.75M - $2.1M
12.1K $5.78M
DLY
Double Line Yield Opportunities Fund

N/A
92.4K
+ 795.97%
$15.8 - $16.38 $1.46M - $1.51M
104K $1.68M
FTGC
First Trust Global Tactical CO

ETFs
10.9K
+ 1.44%
$23.95 - $25.86 $261K - $282K
768K $19.6M
PNW
Pinnacle West Capital Corp

Utilities
10.8K
+ 24.85%
$81.76 - $95.25 $880K - $1.03M
54.1K $5.15M
VUSB
Vanguard Bd Index Fds
28.4K
+ 11.99%
N/A
265K $13.2M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
95.4K
+ 9.67%
$14.22 - $14.83 $1.36M - $1.42M
1.08M $15.7M
TRGP
Targa Resources Corp.

Energy
4.26K
+ 15.19%
$178.44 - $217.22 $760K - $925K
32.3K $6.47M
DIHP
Dimensional ETF Tr Dimensional

ETFs
43.8K
+ 26.0%
$25.1 - $27.85 $1.1M - $1.22M
212K $5.71M
Blackrock ETF Trust
60.5K
+ 31.77%
N/A
251K $7.23M
Aim ETF Products Trust
63K
+ 46.13%
N/A
200K $4.92M
ICSH
Blackrock Ultra Short Term Bon

ETFs
27.9K
+ 16.33%
$50.44 - $50.7 $1.41M - $1.41M
199K $10.1M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
39.2K
+ 7.7%
$36.63 - $37.45 $1.43M - $1.47M
548K $20.2M
TFLO
Ishares Treasury Floating Rate

ETFs
25.8K
+ 3.75%
$50.48 - $50.68 $1.3M - $1.31M
714K $36.2M
OXY
Occidental Petroleum Corp

Energy
29.2K
+ 10.76%
$45.45 - $52.7 $1.33M - $1.54M
301K $14.8M
QTUM
ETF Ser Solutions Defiance Qua
21.7K
+ 72.22%
N/A
51.7K $3.85M
SHYD
Vaneck Short High Yield Muni E

ETFs
62.4K
+ 25.4%
$22.46 - $22.9 $1.4M - $1.43M
308K $6.93M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
61.2K
+ 32.69%
$23.19 - $23.5 $1.42M - $1.44M
249K $5.77M
VICI
Vici Properties Inc.

Real Estate
30.5K
+ 26.12%
$28.21 - $32.68 $861K - $997K
147K $4.81M
VALE
Vale S.A.

Basic Materials
110K
+ 41.25%
$8.5 - $10.19 $935K - $1.12M
376K $3.76M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
40.1K
+ 21.71%
$37.87 - $39.86 $1.52M - $1.6M
225K $8.58M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
21.4K
+ 20.44%
$91.68 - $109.93 $1.97M - $2.36M
126K $11.8M
JMEE
J P Morgan Exchange Traded Fd

ETFs
35.6K
+ 25.71%
$54.51 - $63.63 $1.94M - $2.27M
174K $9.76M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
28.2K
+ 3.94%
$39.96 - $43.3 $1.13M - $1.22M
745K $30.7M
FIW
First Trust Water ETF

ETFs
17.5K
+ 5.88%
$99.48 - $106.74 $1.74M - $1.87M
316K $31.8M
First Tr Exchng Traded Fd Vi
38.7K
+ 35.93%
N/A
146K $5.52M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
49.5K
+ 8.41%
$21.16 - $21.77 $1.05M - $1.08M
638K $13.9M
Franklin Templeton ETF Tr
46.1K
+ 23.26%
N/A
244K $6.51M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
43.7K
+ 4.48%
$22.61 - $23.14 $988K - $1.01M
1.02M $23.6M
ASTS
Ast Space Mobile, Inc.

Communication Services
52.8K
+ 66.98%
$17.72 - $33.8 $935K - $1.78M
132K $2.99M
YJUN
First Tr Exchange Traded Fd Vi
19.3K
+ 2.36%
$21.51 - $23.37 $415K - $451K
835K $18.9M
FDD
First Trust Stoxx European Sel

ETFs
88.3K
+ 160.41%
$11.08 - $13.94 $979K - $1.23M
143K $1.95M
CMCSA
Comcast Corp

Communication Services
52.5K
+ 5.31%
$33.19 - $38.23 $1.74M - $2.01M
1.04M $38.4M
JHMB
John Hancock Exchange Traded

ETFs
56.8K
+ 34.43%
$21.17 - $22.05 $1.2M - $1.25M
222K $4.85M
SIVR
Abrdn Silver ETF Trust

ETFs
5.31K
+ 2.32%
$28.07 - $32.82 $149K - $174K
234K $7.62M
PSEP
Innovator U.S. Equity Power Bu
44.7K
+ 7.31%
N/A
656K $25.2M
J P Morgan Exchange Traded F
24.7K
+ 68.03%
N/A
61K $3.17M
First Tr Exchng Traded Fd Vi
38.9K
+ 16.54%
N/A
274K $10.1M
USTB
Victory Portfolios Ii Victorys

ETFs
24.2K
+ 15.89%
$50.08 - $50.71 $1.21M - $1.22M
176K $8.92M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
32.7K
+ 20.57%
$41.74 - $43.57 $1.36M - $1.42M
191K $8.07M
Innovator Etfs Trust
48.7K
+ 14.16%
N/A
393K $10.7M
CCI
Crown Castle International Corp

Real Estate
3.21K
+ 4.63%
$84.33 - $106.39 $271K - $342K
72.6K $7.57M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
19.2K
+ 5.78%
$34.17 - $38.11 $655K - $730K
351K $13M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
227K
+ 8.4%
$32.49 - $37.99 $7.38M - $8.62M
2.93M $98.1M
ORI
Old Republic International Corp

Financial Services
18.6K
+ 10.76%
$33.46 - $39.22 $621K - $728K
191K $7.5M
CL
Colgate Palmolive CO

Consumer Defensive
5.71K
+ 2.23%
$85.68 - $97.5 $489K - $556K
262K $24.5M
South Bow Corp
47.2K
+ 230.95%
N/A
67.6K $1.73M
HISF
First Tr Exc Traded Fd Iv High

ETFs
27.8K
+ 101.19%
$43.37 - $44.57 $1.21M - $1.24M
55.2K $2.45M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
13.1K
+ 46.46%
$60.74 - $73.87 $797K - $969K
41.4K $3.06M
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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