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
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
8.94K
+ 13.04%
$9.82 - $10.44 $87.8K - $93.3K
77.5K $772K
RACE
Ferrari N.V.

Consumer Cyclical
206
+ 5.12%
$413.73 - $508.15 $85.2K - $105K
4.23K $1.81M
Innovator Etfs Trust
6.35K
+ 14.95%
N/A
48.8K $1.12M
UDR
Udr, Inc.

Real Estate
215
+ 0.42%
$40.09 - $46.04 $8.62K - $9.9K
51.8K $2.34M
UTL
Unitil Corp

Utilities
1.05K
+ 9.17%
$52.01 - $57.87 $54.4K - $60.5K
12.4K $717K
AOA
Ishares Tr Core Aggressive All

ETFs
1.43K
+ 1.54%
$75.7 - $80.01 $108K - $114K
94.2K $7.21M
NWN
Northwest Natural Holding CO

Utilities
1.04K
+ 6.03%
$38.31 - $42.72 $39.8K - $44.4K
18.3K $781K
Calamos ETF Tr
4.03K
+ 47.59%
N/A
12.5K $310K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
3.04K
+ 23.35%
$38.84 - $41.54 $118K - $126K
16.1K $624K
PMO
Putnam Municipal Opportunities Trust

Financial Services
7.86K
+ 2.55%
$9.96 - $10.76 $78.3K - $84.6K
316K $3.22M
CCK
Crown Holdings Inc

Consumer Cyclical
770
+ 18.19%
$78.77 - $91.74 $60.7K - $70.6K
5K $446K
DFSB
Dimensional ETF Tr Dimensional
1.27K
+ 2.34%
N/A
55.6K $2.86M
PYCR
Paycor Hcm, Inc.

Technology
2.34K
+ 20.63%
$18.34 - $22.86 $43K - $53.5K
13.7K $307K
GNW
Genworth Financial Inc

Financial Services
9.44K
+ 3.33%
$6.44 - $7.42 $60.8K - $70K
293K $2.08M
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
5.35K
+ 22.25%
$16.47 - $17.25 $88.2K - $92.4K
29.4K $490K
Global X Fds
4.07K
+ 16.95%
N/A
28.1K $589K
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
4.56K
+ 3.73%
N/A
127K $3.23M
MKTX
Marketaxess Holdings Inc

Financial Services
472
+ 52.1%
$189.81 - $226.47 $89.6K - $107K
1.38K $298K
Flaherty & Crumrine Dynamic
3.74K
+ 6.88%
N/A
58.1K $1.18M
IVZ
Invesco Ltd.

Financial Services
20.5K
+ 21.51%
$14.82 - $19.34 $303K - $396K
116K $1.75M
IXG
Ishares Global Fin'L ETF

ETFs
572
+ 12.32%
$94.45 - $105.01 $54K - $60.1K
5.21K $537K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
3.14K
+ 8.79%
$28.9 - $31.59 $90.7K - $99.1K
38.8K $1.14M
JLL
Jones Lang Lasalle Inc

Real Estate
387
+ 44.43%
$238.0 - $284.76 $92.1K - $110K
1.26K $312K
NTES
Net Ease, Inc.

Communication Services
437
+ 13.04%
$87.72 - $109.14 $38.3K - $47.7K
3.79K $390K
SD
Sandridge Energy Inc

Energy
8.32K
+ 65.84%
$10.94 - $12.67 $91K - $105K
20.9K $239K
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
4.22K
+ 13.67%
$22.27 - $22.65 $94K - $95.6K
35.1K $784K
AHCO
Adapt Health Corp.

Healthcare
2.15K
+ 4.27%
$8.45 - $11.38 $18.2K - $24.5K
52.6K $570K
ERIE
Erie Indemnity CO

Financial Services
154
+ 4.23%
$377.62 - $450.61 $58.2K - $69.4K
3.8K $1.59M
ACVF
ETF Opportunities Tr American

ETFs
2.94K
+ 7.3%
$42.01 - $46.08 $124K - $136K
43.2K $1.85M
Innovator Etfs Trust
9.37K
+ 3.89%
N/A
250K $10.5M
MMT
Mfs Multimarket Income Trust

Financial Services
21K
+ 11.47%
$4.6 - $4.74 $96.8K - $99.7K
204K $950K
GII
Spdr S&P Global Infrasture ETF

ETFs
190
+ 0.69%
$58.92 - $62.25 $11.2K - $11.8K
27.8K $1.73M
ANDE
Andersons, Inc.

Consumer Defensive
1.44K
+ 12.98%
$40.06 - $47.81 $57.6K - $68.8K
12.5K $538K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
1.13K
+ 17.19%
$85.06 - $87.69 $96.5K - $99.4K
7.73K $659K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
3.19K
+ 4.34%
$25.44 - $25.58 $81.2K - $81.7K
76.8K $1.96M
VRSN
Verisign Inc

Technology
3
+ 0.16%
$205.1 - $254.74 $615 - $764
1.88K $478K
MLI
Mueller Industries Inc

Industrials
3.68K
+ 6.16%
$76.14 - $82.67 $280K - $304K
63.4K $4.83M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
518
+ 3.08%
$123.11 - $130.57 $63.8K - $67.6K
17.3K $2.2M
GHYB
Gs ETF Tr Access High Yield CO

ETFs
1.94K
+ 23.28%
$44.26 - $45.22 $85.8K - $87.6K
10.3K $457K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
1.87K
+ 24.3%
$38.5 - $43.78 $71.9K - $81.8K
9.56K $393K
PHK
Pimco High Income Fund

Financial Services
13.4K
+ 1.83%
$4.85 - $4.98 $65K - $66.7K
747K $3.65M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
23.3K
+ 9.77%
$10.61 - $16.49 $247K - $384K
262K $3.26M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
3.92K
+ 22.11%
$12.89 - $15.19 $50.5K - $59.5K
21.6K $322K
WABC
Westamerica Bancorporation

Financial Services
3.06K
+ 8.18%
$49.12 - $52.43 $150K - $160K
40.4K $2.05M
Morgan Stanley ETF Trust
3.08K
+ 29.03%
N/A
13.7K $364K
SNX
Td Synnex Corp

Technology
1.34K
+ 33.91%
$103.96 - $144.69 $140K - $194K
5.3K $551K
RGA
Reinsurance Group Of America Inc

Financial Services
943
+ 15.73%
$186.01 - $231.1 $175K - $218K
6.94K $1.37M
THC
Tenet Healthcare Corp

Healthcare
434
+ 13.55%
$119.51 - $144.98 $51.9K - $62.9K
3.64K $489K
CVLT
Commvault Systems Inc

Technology
400
+ 13.16%
$146.82 - $187.9 $58.7K - $75.2K
3.44K $543K
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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