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
FPE
First Tr Pfd Secs & Income ETF

ETFs
13.9K
+ 0.96%
$17.53 - $17.87 $243K - $247K
1.46M $25.7M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
6.36K
+ 6.03%
$8.17 - $10.63 $52K - $67.6K
112K $1.03M
NGD
New Gold Inc.

Basic Materials
6.6K
+ 13.65%
$2.54 - $3.71 $16.8K - $24.5K
55K $204K
PKBK
Parke Bancorp, Inc.

Financial Services
7.33K
+ 22.25%
$18.41 - $20.44 $135K - $150K
40.3K $759K
NACP
Impact Shs Fds I Tr Naacp Mino

ETFs
2.25K
+ 33.32%
$39.39 - $43.95 $88.6K - $98.9K
9K $359K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
10.3K
+ 5.19%
$8.38 - $8.86 $86.4K - $91.4K
209K $1.75M
ENFR
Alerian Energy Infrastructure

ETFs
1.51K
+ 7.44%
$30.27 - $34.12 $45.8K - $51.6K
21.8K $715K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
765
+ 5.35%
$46.55 - $51.16 $35.6K - $39.1K
15.1K $747K
PSL
Invesco Dwa Consumer Staples M
131
+ 0.65%
N/A
20.2K $2.19M
Ishares Tr
3K
+ 5.64%
N/A
56.2K $1.47M
TPHD
Timothy Plan High Divid Stk Et

ETFs
1.25K
+ 4.77%
$36.09 - $38.27 $45.3K - $48K
27.5K $1.04M
UHS
Universal Health Services Inc

Healthcare
363
+ 24.3%
$163.99 - $193.27 $59.5K - $70.2K
1.86K $349K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
1.03K
+ 7.65%
$59.63 - $64.37 $61.4K - $66.2K
14.5K $901K
MUSA
Murphy Usa Inc.

Consumer Cyclical
217
+ 32.01%
$435.02 - $515.95 $94.4K - $112K
895 $420K
SON
Sonoco Products CO

Consumer Cyclical
2.59K
+ 9.73%
$44.71 - $49.22 $116K - $127K
29.2K $1.38M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
1.38K
+ 21.03%
$61.91 - $66.79 $85.6K - $92.3K
7.95K $496K
PNM
Pnm Resources Inc

Utilities
1.05K
+ 18.67%
N/A
6.65K $356K
LQDA
Liquidia Corp

Healthcare
3.29K
+ 31.82%
$11.36 - $16.5 $37.4K - $54.3K
13.6K $201K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
2.78K
+ 6.65%
$23.28 - $23.95 $64.8K - $66.7K
44.6K $1.06M
AVMU
American Centy ETF Travantis C

ETFs
2.87K
+ 3.49%
$45.11 - $46.66 $129K - $134K
85.2K $3.87M
Amplify ETF Tr
6.29K
+ 4.53%
N/A
145K $10.4M
CBSH
Commerce Bancshares Inc

Financial Services
1.29K
+ 3.91%
$58.85 - $68.59 $75.8K - $88.3K
34.2K $2.13M
BERY
Berry Global Group, Inc.

Consumer Cyclical
355
+ 3.54%
$64.35 - $73.03 $22.8K - $25.9K
10.4K $725K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
6.68K
+ 12.12%
$10.55 - $11.13 $70.5K - $74.4K
61.8K $662K
FDHY
Fidelity Covington Trust High

ETFs
2.05K
+ 1.86%
$47.92 - $49.1 $98.3K - $101K
112K $5.39M
VONE
Vanguard Russell 1000 ETF

ETFs
1.46K
+ 6.37%
$250.16 - $278.79 $365K - $407K
24.4K $6.2M
AVGE
American Centy ETF Tr Avantis
2.06K
+ 3.39%
N/A
62.7K $4.46M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
121
+ 1.72%
$110.12 - $124.59 $13.3K - $15.1K
7.14K $890K
Tidal Tr Ii
21.1K
+ 129.19%
N/A
37.4K $308K
BTG
B2 Gold Corp

Basic Materials
16.9K
+ 27.55%
$2.3 - $3.3 $39K - $55.9K
78.5K $224K
OMF
One Main Holdings, Inc.

Financial Services
2.11K
+ 23.51%
$45.35 - $58.06 $95.9K - $123K
11.1K $543K
Pgim Rock ETF Tr
2.93K
+ 28.37%
N/A
13.3K $351K
RWR
Spdr Dow Jones Reit ETF

ETFs
592
+ 1.01%
$95.15 - $104.06 $56.3K - $61.6K
59.4K $5.89M
CSA
Victory Portfolios Ii Shs Us S

ETFs
1.43K
+ 25.27%
$67.74 - $77.23 $97K - $111K
7.1K $493K
BBDC
Barings Bdc, Inc.

Financial Services
7.83K
+ 14.53%
$9.36 - $10.78 $73.3K - $84.4K
61.7K $589K
PICK
Ishares Inc Msci Global Select

ETFs
1.38K
+ 5.21%
$34.93 - $38.35 $48.3K - $53.1K
28K $1M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
18.2K
+ 91.88%
$3.92 - $4.13 $71.3K - $75.1K
38K $151K
CHE
Chemed Corp

Healthcare
24
+ 3.64%
$521.84 - $615.32 $12.5K - $14.8K
683 $421K
T Rowe Price ETF Inc
1.76K
+ 9.69%
N/A
19.9K $631K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
4.09K
+ 12.2%
$8.57 - $10.13 $35.1K - $41.4K
37.6K $360K
DCI
Donaldson CO Inc

Industrials
1.21K
+ 3.25%
$66.51 - $72.28 $80.1K - $87.1K
38.2K $2.56M
FCNCA
First Citizens Bancshares Inc

Financial Services
133
+ 19.39%
$1728.36 - $2231.14 $230K - $297K
819 $1.52M
IVA
Inventiva S.A.

Healthcare
12.5K
+ 29.73%
$2.11 - $3.26 $26.3K - $40.7K
54.5K $160K
Neuberger Berman ETF Trust
1.33K
+ 18.08%
N/A
8.67K $442K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
1.53K
+ 3.24%
$17.03 - $18.6 $26K - $28.4K
48.6K $893K
Calamos ETF Tr
2.06K
+ 4.64%
N/A
46.5K $1.29M
RIET
ETF Ser Solutions Hoya Capital

ETFs
7.01K
+ 35.57%
$9.79 - $10.5 $68.7K - $73.6K
26.7K $268K
JBL
Jabil Inc

Technology
2.26K
+ 7.42%
$130.51 - $173.33 $295K - $392K
32.7K $4.45M
KIO
Kkr Income Opportunities Fund

Financial Services
7.15K
+ 40.85%
$12.16 - $13.6 $86.9K - $97.2K
24.6K $303K
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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