Commonwealth Equity Services, LLC Incresed Positions in Q2 2025

Commonwealth Equity Services, LLC

  • $75.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AOR
Ishares Tr Core Growth Allocat

ETFs
456
+ 0.53%
$53.36 - $61.57 $24.3K - $28.1K
87.3K $5.38M
MBLY
Mobileye Global Inc.
13.3K
+ 35.06%
$11.77 - $18.44 $157K - $245K
51.3K $922K
MTN
Vail Resorts Inc

Consumer Cyclical
2.42K
+ 144.89%
$131.42 - $164.64 $319K - $399K
4.1K $644K
GWRE
Guidewire Software, Inc.

Technology
1.31K
+ 93.63%
$172.73 - $257.37 $226K - $337K
2.71K $637K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
13.9K
+ 11.83%
$22.4 - $23.8 $311K - $330K
131K $3.12M
Dimensional ETF Trust
6.42K
+ 1.81%
N/A
362K $9.7M
WBD
Warner Bros. Discovery, Inc.

Communication Services
611
+ 0.12%
$7.69 - $11.46 $4.7K - $7K
503K $5.77M
Fidelity Greenwood Street Tr
13.1K
+ 49.19%
N/A
39.6K $1.04M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
16.5K
+ 9.9%
$23.03 - $23.64 $380K - $390K
183K $4.3M
FID
First Tr Exchange Trded Fd Vi

ETFs
4.9K
+ 3.48%
$15.86 - $19.39 $77.7K - $95K
146K $2.8M
EVR
Evercore Inc.

Financial Services
644
+ 23.18%
$163.77 - $271.5 $105K - $175K
3.42K $924K
LNC
Lincoln National Corp

Financial Services
15.4K
+ 12.27%
$28.95 - $37.27 $447K - $575K
141K $4.89M
HLNE
Hamilton Lane Inc

Financial Services
3.04K
+ 31.17%
$126.65 - $175.49 $385K - $534K
12.8K $1.82M
TEX
Terex Corp

Industrials
690
+ 1.83%
$32.21 - $48.33 $22.2K - $33.3K
38.3K $1.79M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
2.53K
+ 45.08%
$94.74 - $118.43 $240K - $300K
8.14K $964K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
1.98K
+ 5.51%
$50.1 - $63.16 $99K - $125K
37.9K $2.39M
SGDM
Sprott ETF Tr Gold Miners ETF
3.34K
+ 11.37%
N/A
32.7K $1.48M
ING
Ing Groep Nv

Financial Services
14.5K
+ 71.01%
$16.62 - $21.98 $242K - $320K
35K $766K
LOB
Live Oak Bancshares, Inc.

Financial Services
3.06K
+ 3.55%
$23.17 - $30.04 $70.9K - $91.9K
89.2K $2.66M
Nano Nuclear Energy Inc
3.19K
+ 10.22%
N/A
34.4K $1.19M
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
8.75K
+ 18.91%
$24.1 - $28.87 $211K - $253K
55K $1.59M
Innovator Etfs Trust
13.7K
+ 74.45%
N/A
32.1K $820K
Atlassian Corporation
2.24K
+ 20.52%
N/A
13.2K $2.68M
Dimensional ETF Trust
6.95K
+ 9.22%
N/A
82.3K $4.18M
RKT
Rocket Companies, Inc.

Financial Services
3.09K
+ 2.11%
$11.11 - $15.4 $34.3K - $47.6K
150K $2.12M
Innovator Etfs Trust
10.5K
+ 44.38%
N/A
34.1K $939K
OMF
One Main Holdings, Inc.

Financial Services
4.57K
+ 41.18%
$40.42 - $57.0 $185K - $261K
15.7K $894K
RL
Ralph Lauren Corp

Consumer Cyclical
92
+ 1.51%
$182.34 - $286.22 $16.8K - $26.3K
6.19K $1.7M
IYG
Ishares Tr

ETFs
1.06K
+ 2.91%
$68.9 - $85.6 $73.2K - $90.9K
37.5K $3.21M
OUNZ
Van Eck Merk Gold Trust

ETFs
3.65K
+ 2.77%
$28.68 - $33.09 $105K - $121K
135K $4.32M
BGB
Blackstone Strategic Credit Fund

Financial Services
25.9K
+ 3.48%
$10.85 - $12.12 $281K - $314K
770K $9.33M
FCLD
Fidelity Covington Tr Cloud CO
5.2K
+ 12.26%
$20.0 - $28.42 $104K - $148K
47.6K $1.35M
LYG
Lloyds Banking Group PLC

Financial Services
65.5K
+ 42.76%
$3.32 - $4.29 $217K - $281K
219K $929K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
2.2K
+ 1.58%
$30.9 - $34.31 $68.1K - $75.6K
142K $4.86M
GRMN
Garmin LTD

Technology
2.67K
+ 10.41%
$173.63 - $218.07 $464K - $583K
28.4K $5.92M
PPLT
Abrdn Platinum ETF Trust

ETFs
935
+ 13.01%
N/A
8.12K $998K
CNP
Centerpoint Energy Inc

Utilities
7.57K
+ 6.38%
$35.5 - $39.05 $269K - $296K
126K $4.64M
COOP
Mr. Cooper Group Inc.

Financial Services
1.29K
+ 25.93%
$107.26 - $155.96 $138K - $201K
6.26K $934K
PHYL
Pgim ETF Tr

ETFs
9.17K
+ 43.59%
$33.41 - $35.49 $306K - $326K
30.2K $1.07M
HYXF
Ishares Tr Esg Advanced High Y

ETFs
5.45K
+ 8.15%
$44.39 - $49.11 $242K - $267K
72.3K $3.43M
RRGB
Red Robin Gourmet Burgers Inc

Consumer Cyclical
24.5K
+ 28.13%
$2.55 - $6.62 $62.5K - $162K
112K $646K
WELL
Welltower Inc.

Real Estate
1.88K
+ 2.08%
$136.49 - $155.22 $256K - $292K
92.1K $14.2M
HYHG
Proshares High Yield Interest

ETFs
5.11K
+ 93.64%
$61.25 - $64.99 $313K - $332K
10.6K $685K
Fidelity Ethereum Fd
6.88K
+ 30.43%
N/A
29.5K $743K
NTLA
Intellia Therapeutics, Inc.

Healthcare
24.9K
+ 58.99%
$6.28 - $9.67 $157K - $241K
67.2K $630K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
10.6K
+ 1.66%
$21.57 - $21.99 $229K - $233K
648K $14.2M
HSUN
Hartford Fds Exchange Traded T

ETFs
9.09K
+ 31.79%
$33.34 - $34.57 $303K - $314K
37.7K $1.32M
IAUM
I Shares Gold Trust Micro

ETFs
9.52K
+ 133.31%
$29.65 - $34.24 $282K - $326K
16.7K $549K
Ark 21 Shares Bitcoin ETF
36.5K
+ 172.83%
N/A
57.6K $2.06M
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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