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
PAX
Patria Investments LTD

Financial Services
22.1K
+ 46.59%
$10.85 - $12.72 $240K - $281K
69.5K $785K
U
Unity Software Inc.

Technology
21.6K
+ 32.55%
$19.44 - $28.34 $420K - $613K
88K $1.73M
VNQI
Vanguard Global Ex U.S. Real

ETFs
5K
+ 14.68%
$38.22 - $41.19 $191K - $206K
39.1K $1.58M
EEMV
Ishares Msci Emerging Markets

ETFs
2.31K
+ 0.83%
$57.07 - $59.29 $132K - $137K
280K $16.3M
Pgim Rock ETF Tr
8.48K
+ 18.82%
N/A
53.6K $1.47M
GVI
Ishares Tr

ETFs
1.32K
+ 2.58%
$103.49 - $106.02 $136K - $140K
52.3K $5.55M
DFSI
Dimensional ETF Tr Dimen Intl
4.31K
+ 11.11%
N/A
43.1K $1.5M
PSC
Principal ETF U.S. Small Cap M

ETFs
6.24K
+ 23.26%
$47.13 - $54.5 $294K - $340K
33K $1.61M
THG
Hanover Insurance Group, Inc.

Financial Services
320
+ 3.56%
$147.13 - $174.61 $47.1K - $55.9K
9.32K $1.62M
SJNK
Spdr Bloomberg Short Term High

ETFs
9.96K
+ 4.13%
$25.08 - $25.64 $250K - $255K
251K $6.31M
Innovator Etfs Trust
10.2K
+ 28.31%
N/A
46.4K $1.16M
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.67K
+ 32.54%
$99.5 - $110.97 $265K - $296K
10.9K $1.1M
THW
Tekla World Healthcare Fund

Financial Services
9.33K
+ 4.11%
$11.09 - $12.2 $103K - $114K
236K $2.73M
Innovator Etfs Trust
9.53K
+ 7.95%
N/A
129K $3.39M
BSCV
Invesco ETF Self Indexed Fd Tr
12.4K
+ 14.08%
$15.87 - $16.38 $197K - $204K
101K $1.64M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
8.79K
+ 2.45%
$12.04 - $13.32 $106K - $117K
367K $4.61M
KIE
Spdr S&P Insurance ETF

ETFs
2.49K
+ 13.43%
$54.24 - $60.81 $135K - $152K
21.1K $1.28M
NTGR
Netgear, Inc.

Technology
12.8K
+ 48.81%
$22.11 - $30.91 $283K - $396K
39K $955K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
25K
+ 5.51%
$11.4 - $11.96 $285K - $299K
479K $5.52M
RS
Reliance Steel & Aluminum CO

Basic Materials
480
+ 11.08%
$266.61 - $302.66 $128K - $145K
4.81K $1.39M
Tidal ETF Tr
7.67K
+ 48.68%
N/A
23.4K $717K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
2.64K
+ 5.78%
$37.06 - $41.11 $97.9K - $109K
48.4K $1.93M
LYG
Lloyds Banking Group PLC

Financial Services
19.2K
+ 14.32%
$2.58 - $3.9 $49.5K - $74.8K
153K $585K
First Tr Exchng Traded Fd Vi
7.53K
+ 9.0%
N/A
91.3K $1.85M
Peakstone Realty Trust
3.09K
+ 2.62%
N/A
121K $1.52M
IWB
Ishares Tr Russell 1000 ETF

ETFs
11.6K
+ 5.36%
$302.31 - $337.54 $3.51M - $3.92M
228K $70.1M
REG
Regency Centers Corp

Real Estate
2.97K
+ 62.91%
$68.83 - $77.74 $204K - $231K
7.68K $567K
Ea Series Trust
12.2K
+ 126.22%
N/A
21.9K $425K
SBLK
Star Bulk Carriers Corp.

Industrials
13.1K
+ 71.31%
$14.35 - $17.15 $189K - $225K
31.6K $491K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
16.2K
+ 3.96%
$8.58 - $8.9 $139K - $144K
425K $3.73M
BKIE
Bny Mellon ETF Tr Internationa

ETFs
1.74K
+ 10.84%
$71.58 - $79.91 $125K - $139K
17.8K $1.38M
HEIA
Heico Crp Cl A
853
+ 63.09%
N/A
2.21K $465K
IDXX
Idexx Laboratories Inc

Healthcare
251
+ 1.52%
$406.29 - $469.04 $102K - $118K
16.7K $7.02M
LHX
L3 Harris Technologies, Inc.

Industrials
1.41K
+ 1.63%
$194.65 - $222.86 $275K - $315K
88.1K $18.4M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
1.17K
+ 2.79%
$43.6 - $49.84 $50.9K - $58.2K
42.9K $2.04M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
7.05K
+ 12.3%
$22.98 - $24.13 $162K - $170K
64.3K $1.54M
MTCH
Match Group, Inc.

Communication Services
8.5K
+ 23.49%
$30.08 - $36.47 $256K - $310K
44.7K $1.39M
Pgim Rock ETF Tr
8.12K
+ 63.65%
N/A
20.9K $556K
BCS
Barclays PLC

Financial Services
11.3K
+ 62.94%
$12.69 - $16.25 $143K - $183K
29.1K $447K
RLY
Ssga Active ETF Tr

ETFs
6.44K
+ 39.5%
$27.21 - $28.6 $175K - $184K
22.7K $649K
GNTX
Gentex Corp

Consumer Cyclical
71.5K
+ 26.64%
$23.3 - $28.48 $1.67M - $2.04M
340K $7.92M
HYZD
Wisdomtree Tr Interest Rate He

ETFs
10.8K
+ 12.92%
$21.89 - $22.65 $237K - $245K
94.6K $2.07M
BWXT
Bwx Technologies, Inc.

Industrials
4.63K
+ 23.57%
$96.59 - $128.46 $447K - $594K
24.3K $2.39M
IMO
Imperial Oil LTD

Energy
1.44K
+ 15.17%
$62.41 - $73.34 $90K - $106K
10.9K $792K
IBHG
Ishares Tr Ibonds 2027 Term Hi
7.74K
+ 2.03%
$22.21 - $22.56 $172K - $175K
389K $8.69M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
11.7K
+ 3.93%
$23.15 - $23.78 $272K - $279K
310K $7.21M
CPER
United States Copper Index Fun

ETFs
4.5K
+ 47.44%
$25.32 - $32.75 $114K - $147K
14K $442K
DTH
Wisdomtree Tr

ETFs
3.34K
+ 25.55%
$37.33 - $43.33 $125K - $145K
16.4K $697K
AQN
Algonquin Power & Utilities Corp.

Utilities
7.44K
+ 3.14%
$4.27 - $5.19 $31.8K - $38.6K
245K $1.26M
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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