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
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
1.59K
+ 6.35%
$48.89 - $54.85 $77.7K - $87.2K
26.6K $1.39M
HRB
H&R Block Inc

Consumer Cyclical
1.2K
+ 3.33%
$49.96 - $55.97 $59.9K - $67.1K
37.2K $2.04M
CRS
Carpenter Technology Corp

Industrials
80
+ 0.74%
$172.39 - $212.53 $13.8K - $17K
11K $1.99M
EIPX
First Tr Exc Trd Fd Iv Ft Ener
4.67K
+ 38.95%
N/A
16.7K $434K
GALT
Galectin Therapeutics Inc

Healthcare
123K
+ 91.47%
$1.1 - $1.76 $135K - $217K
258K $314K
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
4.05K
+ 32.35%
$42.69 - $52.91 $173K - $214K
16.6K $718K
Vanguard Calif Tax Free Fds
1.61K
+ 9.94%
N/A
17.8K $1.75M
ESLT
Elbit Systems LTD

Industrials
64
+ 7.03%
$261.47 - $413.0 $16.7K - $26.4K
975 $374K
NMS
Nuveen Minnesota Quality Municipal Income Fund

Financial Services
12.6K
+ 34.41%
$12.0 - $12.5 $151K - $157K
49.1K $590K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
1.46K
+ 5.2%
$60.44 - $69.57 $88.4K - $102K
29.6K $1.97M
EWJ
Ishares Msci Japan ETF

ETFs
697
+ 1.13%
$65.24 - $71.7 $45.5K - $50K
62.2K $4.27M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.14K
+ 3.56%
$26.71 - $31.58 $30.5K - $36.1K
33.2K $1.01M
Simplify Exchange Traded Fun
1.39K
+ 0.91%
N/A
154K $7.71M
Invesco Exch Trd Slf Idx Fd
5.5K
+ 6.77%
N/A
86.7K $1.81M
CDE
Coeur Mining, Inc.

Basic Materials
21.4K
+ 41.06%
$5.02 - $7.29 $107K - $156K
73.4K $434K
DFS
Discover Financial Services

Financial Services
1.65K
+ 2.88%
$152.99 - $203.25 $252K - $335K
59K $10.1M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
7.56K
+ 24.28%
$18.01 - $18.31 $136K - $138K
38.7K $699K
HDB
Hdfc Bank LTD

Financial Services
1.73K
+ 22.03%
$58.06 - $66.85 $100K - $116K
9.58K $636K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
6.34K
+ 2.96%
$13.34 - $13.81 $84.6K - $87.6K
220K $3.01M
ADC
Agree Realty Corp

Real Estate
1.22K
+ 20.2%
$68.36 - $77.19 $83.4K - $94.2K
7.26K $560K
Innovator Etfs Trust
3.45K
+ 9.52%
N/A
39.7K $1.2M
Innovator Etfs Trust
4.78K
+ 3.7%
N/A
134K $3.52M
Inspirato Incorporated
10K
+ 8.97%
N/A
121K $503K
Liberty Media Corp Del
1.58K
+ 44.74%
N/A
5.11K $460K
Pgim Rock ETF Tr
5.36K
+ 32.77%
N/A
21.7K $564K
PINS
Pinterest, Inc.

Communication Services
545
+ 0.93%
$29.79 - $40.0 $16.2K - $21.8K
58.9K $1.82M
JPRE
J P Morgan Exchange Traded Fd

ETFs
2.52K
+ 20.93%
$45.34 - $49.96 $114K - $126K
14.5K $700K
BCAT
Black Rock Capital Allocation Trust

ETFs
18.4K
+ 10.25%
$14.35 - $15.88 $264K - $293K
198K $2.85M
Ea Series Trust
1.38K
+ 6.18%
N/A
23.7K $2.09M
First Tr Exchng Traded Fd Vi
4.7K
+ 11.85%
N/A
44.4K $1.43M
Tidal Tr Ii
2.68K
+ 0.77%
N/A
352K $8.24M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
5.58K
+ 3.03%
$23.33 - $23.71 $130K - $132K
190K $4.43M
Precision Biosciences Inc
24.5K
+ 192.72%
N/A
37.2K $177K
JPIN
Jp Morgan Diversified Return I

ETFs
1.69K
+ 19.33%
$52.75 - $58.91 $89.1K - $99.6K
10.4K $596K
MAT
Mattel Inc

Consumer Cyclical
5.52K
+ 47.17%
$17.73 - $21.94 $97.8K - $121K
17.2K $335K
BNL
Broadstone Net Lease, Inc.

Real Estate
631
+ 0.64%
$15.2 - $17.25 $9.59K - $10.9K
99.9K $1.7M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
2.32K
+ 8.12%
$50.24 - $50.57 $116K - $117K
30.9K $1.56M
NJUL
Innovator Growth 100 Power Buf

Technology
6.69K
+ 6.7%
$59.98 - $64.86 $401K - $434K
107K $6.4M
SR
Spire Inc

Utilities
512
+ 6.19%
$65.62 - $78.25 $33.6K - $40.1K
8.79K $688K
FCAP
First Capital Inc

Financial Services
17
+ 0.08%
$30.85 - $38.78 $524 - $659
21.3K $814K
UNL
United States 12 Month Natural Gas Fund, LP

ETFs
305
+ 0.52%
$7.84 - $10.89 $2.39K - $3.32K
59.2K $607K
UVE
Universal Insurance Holdings, Inc.

Financial Services
22
+ 0.05%
$18.91 - $23.7 $416 - $521
47.4K $1.12M
CRK
Comstock Resources Inc

Energy
3.38K
+ 12.7%
$16.92 - $21.52 $57.2K - $72.8K
30K $610K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
2.43K
+ 6.3%
$36.46 - $39.9 $88.5K - $96.8K
41K $1.57M
Innovator Etfs Trust
5.32K
+ 5.9%
N/A
95.5K $2.4M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
6.96K
+ 3.24%
$10.1 - $10.61 $70.3K - $73.9K
222K $2.28M
ROIV
Roivant Sciences Ltd.

Healthcare
15.6K
+ 79.58%
$10.09 - $12.08 $157K - $188K
35.2K $355K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
4.65K
+ 9.89%
$21.77 - $22.56 $101K - $105K
51.7K $1.16M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
2.8K
+ 16.04%
$101.13 - $119.79 $283K - $336K
20.3K $2.09M
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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