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
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
4.34K
+ 41.36%
N/A
14.8K $685K
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
1.06K
+ 13.64%
$39.47 - $62.61 $41.8K - $66.4K
8.83K $553K
PJT
Pjt Partners Inc.

Financial Services
168
+ 2.65%
$125.44 - $166.41 $21.1K - $28K
6.51K $1.07M
AVSF
American Centy ETF Tr Avantis

ETFs
3.85K
+ 6.28%
$46.28 - $47.03 $178K - $181K
65.2K $3.07M
RODM
Hartford Multifactor Developed

ETFs
252
+ 0.41%
$28.23 - $34.22 $7.11K - $8.62K
61.2K $2.09M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
10.1K
+ 21.42%
$18.94 - $21.67 $191K - $219K
57.3K $1.21M
Calamos ETF Tr
5.89K
+ 12.67%
N/A
52.3K $1.49M
CAMT
Camtek LTD

Technology
1.23K
+ 34.97%
$50.56 - $84.56 $62.4K - $104K
4.76K $403K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
3.9K
+ 12.39%
$46.47 - $47.67 $181K - $186K
35.4K $1.69M
GMED
Globus Medical Inc

Healthcare
5.21K
+ 65.7%
$55.82 - $75.5 $291K - $394K
13.1K $776K
DT
Dynatrace, Inc.

Technology
1.66K
+ 13.35%
$41.21 - $55.9 $68.4K - $92.8K
14.1K $778K
ZBRA
Zebra Technologies Corp

Technology
167
+ 3.05%
$213.54 - $309.26 $35.7K - $51.6K
5.64K $1.74M
DOCS
Doximity, Inc.

Healthcare
2.89K
+ 71.48%
$50.71 - $61.34 $146K - $177K
6.92K $425K
Rlj Lodging Tr
8.36K
+ 84.78%
N/A
18.2K $431K
RSPE
Invesco Exchange Traded Fd Tr

ETFs
4.51K
+ 10.4%
$22.89 - $27.54 $103K - $124K
47.9K $1.32M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
262
+ 0.26%
$26.27 - $28.07 $6.88K - $7.35K
101K $2.84M
SLI
Standard Lithium Ltd.

Basic Materials
50K
+ 37.67%
$1.11 - $1.96 $55.5K - $97.9K
183K $358K
NAT
Nordic American Tankers LTD

Industrials
37.8K
+ 7.26%
N/A
559K $1.47M
AQN
Algonquin Power & Utilities Corp.

Utilities
7.46K
+ 3.05%
$4.56 - $6.22 $34K - $46.4K
252K $1.45M
RZV
Invesco Fd Tr

ETFs
1.18K
+ 10.97%
$83.11 - $104.98 $98K - $124K
11.9K $1.25M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
5.61K
+ 1.87%
$18.21 - $18.97 $102K - $106K
305K $5.79M
ECC
Eagle Point Credit CO Inc.

Financial Services
30.4K
+ 28.71%
$6.94 - $8.31 $211K - $252K
136K $1.04M
LGOV
First Tr ETF Iv Long Duration

ETFs
10.6K
+ 2.12%
$20.73 - $21.92 $219K - $232K
510K $10.9M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
958
+ 1.2%
$60.29 - $71.77 $57.8K - $68.8K
80.6K $5.65M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
274
+ 0.28%
$22.61 - $26.12 $6.2K - $7.16K
97.4K $2.54M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
7.9K
+ 5.82%
$22.57 - $23.23 $178K - $183K
144K $3.34M
POOL
Pool Corp

Industrials
777
+ 48.87%
$285.0 - $325.66 $221K - $253K
2.37K $690K
RS
Reliance Steel & Aluminum CO

Basic Materials
200
+ 4.16%
$262.08 - $316.81 $52.4K - $63.4K
5.01K $1.57M
Aim ETF Products Trust
4.59K
+ 12.38%
N/A
41.7K $1.09M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
1.28K
+ 0.51%
$6.66 - $8.12 $8.49K - $10.4K
252K $2.04M
CDAY
Ceridian Hcm Holding Inc.

Technology
3.87K
+ 35.98%
N/A
14.6K $810K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
24.1K
+ 16.88%
$10.66 - $11.83 $257K - $285K
167K $1.85M
Millrose Pptys Inc
4.35K
+ 14.91%
N/A
33.5K $955K
TUGN
Listed Fds Tr Stf Tactical Gro

ETFs
5.47K
+ 35.36%
$19.27 - $24.6 $105K - $135K
20.9K $515K
Hartford Fds Exchange Traded
4.56K
+ 4.83%
N/A
98.9K $3.85M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
4.25K
+ 66.48%
$41.2 - $42.29 $175K - $180K
10.6K $449K
Northern Lights Fd Tr
7.2K
+ 63.76%
N/A
18.5K $461K
BXSL
Blackstone Secured Lending Fund

Financial Services
8.25K
+ 17.67%
$26.88 - $32.74 $222K - $270K
54.9K $1.69M
Aim ETF Products Trust
5.18K
+ 17.1%
N/A
35.4K $972K
GLNG
Golar Lng LTD

Energy
3.62K
+ 40.06%
$30.7 - $42.63 $111K - $154K
12.7K $521K
AL
Air Lease Corp

Industrials
1.41K
+ 15.15%
$40.46 - $58.71 $57K - $82.8K
10.7K $627K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
14.6K
+ 66.5%
$10.85 - $11.98 $159K - $175K
36.6K $437K
IYM
Ishares Tr

ETFs
124
+ 0.41%
$116.16 - $140.01 $14.4K - $17.4K
30.5K $4.27M
NTES
Net Ease, Inc.

Communication Services
411
+ 10.85%
$91.37 - $134.58 $37.6K - $55.3K
4.2K $565K
PEGA
Pegasystems Inc

Technology
4.33K
+ 112.65%
$49.95 - $103.29 $216K - $447K
8.17K $442K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
2.8K
+ 9.47%
$60.03 - $72.0 $168K - $202K
32.4K $2.15M
SAR
Saratoga Investment Corp.

Financial Services
7.43K
+ 44.1%
$21.46 - $25.35 $160K - $188K
24.3K $602K
EWMC
Invesco Exchange Traded Fd Tr

ETFs
767
+ 3.92%
N/A
20.3K $2.22M
QDEF
Flexshares Quality Div Defensi

ETFs
1.6K
+ 12.12%
$62.5 - $74.05 $100K - $119K
14.8K $1.1M
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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