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
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
11.7K
+ 38.31%
$49.75 - $50.27 $581K - $587K
42.2K $2.11M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
14K
+ 28.12%
$55.6 - $66.5 $778K - $930K
63.7K $3.79M
GRMN
Garmin LTD

Technology
1.49K
+ 6.16%
$204.55 - $241.93 $305K - $360K
25.7K $5.58M
DHS
Wisdomtree Tr U.S

ETFs
4.09K
+ 13.19%
$91.55 - $99.74 $374K - $408K
35.1K $3.48M
IQI
Invesco Quality Municipal Income Trust

Financial Services
62.1K
+ 59.48%
$9.59 - $10.1 $595K - $627K
166K $1.61M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
31.7K
+ 9.3%
$16.18 - $17.82 $512K - $564K
372K $6.24M
EWG
Ishares Msci Germany ETF

ETFs
13.3K
+ 84.63%
$31.57 - $39.31 $418K - $521K
28.9K $1.07M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
16.9K
+ 2.95%
$21.77 - $22.25 $367K - $375K
590K $13.1M
NWE
Northwestern Corp

Utilities
6.28K
+ 13.22%
$51.11 - $57.87 $321K - $364K
53.8K $3.12M
Aim ETF Products Trust
22K
+ 22.45%
N/A
120K $3.29M
MDIV
First Trust Multi Asset Divers

ETFs
26.3K
+ 3.83%
$16.02 - $16.68 $421K - $438K
713K $11.7M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
59.7K
+ 3.64%
N/A
1.7M $40.3M
IDVO
Amplify ETF Tr Intl Enhanced D
16.6K
+ 67.51%
N/A
41.3K $1.3M
IBMP
Ishares Tr Ibonds December 202

ETFs
21.6K
+ 17.92%
$25.1 - $25.34 $542K - $548K
142K $3.59M
KHC
Kraft Heinz CO

Consumer Defensive
22.5K
+ 5.15%
$28.51 - $32.22 $642K - $725K
460K $14M
BAX
Baxter International Inc

Healthcare
2.9K
+ 3.19%
$29.26 - $36.57 $84.9K - $106K
93.9K $3.22M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
11.1K
+ 11.94%
$50.03 - $50.27 $558K - $560K
105K $5.24M
WMT
Walmart Inc.

Consumer Defensive
88.9K
+ 3.14%
$84.5 - $105.05 $7.51M - $9.34M
2.92M $256M
PDD
Pinduoduo Inc.

Consumer Cyclical
1.42K
+ 7.84%
$94.68 - $131.34 $135K - $187K
19.6K $2.32M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
26.9K
+ 74.43%
$21.04 - $21.64 $566K - $583K
63.1K $1.33M
KRYS
Krystal Biotech, Inc.

Healthcare
2.44K
+ 50.08%
$142.64 - $194.44 $348K - $474K
7.3K $1.32M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
4.05K
+ 11.95%
$104.87 - $112.53 $424K - $455K
37.9K $4.16M
OC
Owens Corning

Industrials
6.92K
+ 43.16%
$137.83 - $191.19 $954K - $1.32M
23K $3.28M
AMCR
Amcor PLC

Consumer Cyclical
28.8K
+ 3.16%
$9.33 - $10.39 $269K - $299K
939K $9.11M
PCAR
Paccar Inc

Industrials
10.1K
+ 15.35%
$96.91 - $112.51 $975K - $1.13M
75.7K $7.37M
EXLS
Exl Service Holdings, Inc.

Technology
11.1K
+ 180.41%
$44.13 - $51.8 $491K - $577K
17.3K $817K
Aim ETF Products Trust
23.6K
+ 45.27%
N/A
75.6K $1.82M
Columbia ETF Tr I
11K
+ 48.94%
N/A
33.6K $1.54M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
14.6K
+ 2.65%
$25.35 - $27.46 $371K - $402K
567K $15M
BSEP
Innovator U.S. Equity Buffer E

ETFs
20.5K
+ 7.16%
$41.28 - $44.23 $846K - $907K
307K $12.8M
SBAC
Sba Communications Corp

Real Estate
1.5K
+ 12.62%
$192.76 - $224.91 $289K - $338K
13.4K $2.95M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
5.05K
+ 8.18%
$47.39 - $54.26 $240K - $274K
66.9K $3.48M
GTLB
Gitlab Inc.

Technology
11.7K
+ 280.3%
$47.0 - $73.14 $549K - $854K
15.8K $745K
LGOV
First Tr ETF Iv Long Duration

ETFs
8.51K
+ 1.73%
$20.41 - $21.7 $174K - $185K
499K $10.7M
ACHR
Archer Aviation Inc.

Industrials
116K
+ 95.91%
$6.8 - $11.51 $787K - $1.33M
236K $1.68M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
17K
+ 7.68%
$44.11 - $47.04 $751K - $801K
239K $10.6M
NET
Cloudflare, Inc.

Technology
1.88K
+ 3.24%
$110.71 - $176.5 $208K - $332K
59.8K $6.74M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
14.4K
+ 20.75%
$35.26 - $36.57 $508K - $527K
83.8K $2.98M
CHD
Church & Dwight CO Inc

Consumer Defensive
863
+ 1.14%
$101.42 - $113.2 $87.5K - $97.7K
76.5K $8.42M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
12.1K
+ 8.57%
$18.63 - $21.12 $225K - $255K
153K $3.16M
CHY
Calamos Convertible & High Income Fund

Financial Services
70.1K
+ 68.51%
$10.1 - $12.0 $708K - $841K
172K $1.74M
STWD
Starwood Property Trust, Inc.

Real Estate
16.8K
+ 8.38%
$18.41 - $20.53 $310K - $345K
217K $4.3M
MP
Mp Materials Corp.

Basic Materials
7.92K
+ 23.0%
$16.39 - $26.93 $130K - $213K
42.3K $1.03M
Innovator Etfs Trust
10.5K
+ 1.53%
N/A
694K $19.5M
Crane Company
3.15K
+ 59.54%
N/A
8.43K $1.29M
UTES
Virtus Reaves Utilities ETF
7K
+ 15.61%
N/A
51.8K $3.35M
PDEC
Innovator U.S. Equity Power Bu
26.5K
+ 4.29%
N/A
644K $24.2M
JWN
Nordstrom Inc

Consumer Cyclical
18.4K
+ 14.65%
$24.01 - $24.46 $443K - $451K
144K $3.53M
XYL
Xylem Inc.

Industrials
1.73K
+ 2.1%
$114.02 - $132.04 $197K - $228K
83.9K $10M
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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