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
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
313
+ 0.09%
$37.07 - $40.63 $11.6K - $12.7K
368K $14.5M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
58.4K
+ 19.5%
$21.0 - $24.67 $1.23M - $1.44M
358K $7.56M
VIRT
Virtu Financial, Inc.

Financial Services
9.32K
+ 96.59%
$34.19 - $40.96 $318K - $382K
19K $723K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
50.5K
+ 4.46%
$8.11 - $8.58 $410K - $434K
1.18M $9.63M
AVIV
American Centy ETF Tr Avantis
4.53K
+ 18.33%
$51.51 - $58.54 $233K - $265K
29.2K $1.66M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
5.81K
+ 3.79%
$49.6 - $50.28 $288K - $292K
159K $8M
R
Ryder System Inc

Industrials
3.81K
+ 28.59%
$136.38 - $170.92 $519K - $651K
17.1K $2.46M
CORP
Pimco Investment Grade Corp Bd

ETFs
3.69K
+ 39.92%
$93.89 - $97.32 $346K - $359K
12.9K $1.25M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
5.14K
+ 2.6%
$71.9 - $77.57 $369K - $399K
203K $15.1M
UAA
Under Armour, Inc.

Consumer Cyclical
101K
+ 77.4%
$6.25 - $8.66 $634K - $878K
232K $1.45M
FYC
First Trust Small Cap Growth A

ETFs
7.09K
+ 49.42%
$68.13 - $80.57 $483K - $572K
21.4K $1.48M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
7.06K
+ 7.75%
$31.42 - $34.87 $222K - $246K
98.1K $3.31M
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
23.8K
+ 50.28%
$21.29 - $24.8 $506K - $590K
71.1K $1.51M
BMAY
Innovator U.S. Equity Buffer E

ETFs
10.8K
+ 10.65%
$39.08 - $41.36 $424K - $449K
113K $4.47M
AB
Alliancebernstein Holding L.P.

Financial Services
7.73K
+ 14.24%
$35.0 - $40.73 $270K - $315K
62K $2.38M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.1K
+ 18.61%
$308.87 - $383.33 $339K - $421K
6.99K $2.29M
JHMD
John Hancock ETF Tr Multifacto

ETFs
2.17K
+ 2.18%
$31.74 - $36.18 $69K - $78.7K
102K $3.56M
CBRE
Cbre Group, Inc.

Real Estate
2.81K
+ 24.82%
$121.79 - $147.13 $342K - $413K
14.1K $1.85M
BUSE
First Busey Corp

Financial Services
19.5K
+ 61.81%
$21.26 - $25.35 $415K - $495K
51.1K $1.11M
MDB
Mongo Db, Inc.

Technology
5.82K
+ 50.55%
$175.4 - $298.52 $1.02M - $1.74M
17.3K $3.04M
BAUG
Innovator U.S. Equity Buffer E
14.6K
+ 6.32%
N/A
246K $10.4M
EMB
Ishares Tr

ETFs
2.32K
+ 2.44%
$88.64 - $92.03 $205K - $213K
97.2K $8.8M
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
32.9K
+ 26.75%
$10.81 - $11.3 $355K - $372K
156K $1.71M
XCEM
Columbia ETF Tr Ii

ETFs
13.4K
+ 2.14%
$29.18 - $30.72 $390K - $411K
638K $18.8M
IBMO
Ishares Tr Ibonds December 202

ETFs
13.4K
+ 9.54%
$25.45 - $25.6 $340K - $342K
154K $3.93M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
4.5K
+ 16.67%
$58.31 - $62.66 $262K - $282K
31.5K $1.94M
DEA
Easterly Government Properties, Inc.

Real Estate
34.2K
+ 294.3%
$10.26 - $11.77 $350K - $402K
45.8K $485K
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
13.1K
+ 38.71%
$27.88 - $29.48 $366K - $387K
47K $1.33M
Vanguard Malvern Fds
4.28K
+ 48.62%
N/A
13.1K $1.02M
VIST
Vista Energy, S.A.B. De C.V.

Energy
8.9K
+ 94.32%
$42.58 - $59.5 $379K - $529K
18.3K $854K
FTI
Technip Fmc PLC

Energy
9.58K
+ 67.4%
$25.3 - $32.57 $242K - $312K
23.8K $754K
CPNG
Coupang, Inc.

Consumer Cyclical
15.7K
+ 18.48%
$21.34 - $25.52 $336K - $402K
101K $2.21M
Innovator Etfs Trust
17.6K
+ 19.51%
N/A
108K $2.53M
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
30.6K
+ 35.36%
$10.44 - $10.89 $320K - $333K
117K $1.24M
MTDR
Matador Resources CO

Energy
7.51K
+ 80.94%
$44.79 - $63.77 $337K - $479K
16.8K $858K
BHK
Blackrock Core Bond Trust

Financial Services
26K
+ 19.04%
$10.15 - $10.86 $264K - $282K
162K $1.76M
Vanguard Mun Bd Fds
4.23K
+ 2.85%
N/A
153K $15.1M
VOE
Vanguard Mid Cap Value Index F

ETFs
5.9K
+ 1.18%
$156.61 - $168.02 $924K - $991K
505K $81.1M
IOCT
Innovator Etfs Tr Intl Dev Pow
1.12K
+ 0.51%
N/A
221K $6.77M
TMDX
Trans Medics Group, Inc.

Healthcare
4.18K
+ 42.24%
$56.73 - $79.42 $237K - $332K
14.1K $948K
Angel Oak Funds Trust
30.3K
+ 37.48%
N/A
111K $1.22M
DWM
Wisdomtree Tr

ETFs
4.64K
+ 44.11%
$52.19 - $59.86 $242K - $278K
15.2K $882K
Dimensional ETF Trust
3.07K
+ 1.07%
N/A
290K $15.4M
MAA
Mid America Apartment Communities Inc.

Real Estate
1.26K
+ 14.02%
$146.9 - $170.92 $184K - $215K
10.2K $1.71M
FXG
First Tr Exchange Traded First

ETFs
4.4K
+ 16.5%
$62.56 - $65.85 $275K - $290K
31K $2.03M
SKX
Skechers Usa Inc

Consumer Cyclical
13.3K
+ 32.23%
$54.98 - $78.24 $729K - $1.04M
54.4K $3.09M
TSME
Thrivent ETF Tr Small Mid Cap
20.7K
+ 18.98%
N/A
130K $4.31M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
33.5K
+ 4.95%
$11.13 - $11.61 $372K - $389K
709K $7.94M
KB
Kb Financial Group Inc.

Financial Services
6.09K
+ 155.78%
$53.14 - $62.87 $324K - $383K
10K $541K
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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