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
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
4.4K
+ 5.59%
$7.2 - $8.65 $31.7K - $38K
83.1K $719K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
2
+ 0.02%
$50.29 - $64.29 $101 - $129
8.85K $569K
FCAP
First Capital Inc

Financial Services
53
+ 0.25%
$37.95 - $51.67 $2.01K - $2.74K
21.4K $883K
CARZ
First Trust ETF Ii First Tr S
245
+ 3.85%
N/A
6.6K $409K
Global X Fds
150
+ 1.44%
N/A
10.6K $246K
AEF
Aberdeen Emerging Markets Equity Income Fund, Inc.

Financial Services
117
+ 0.17%
$4.46 - $5.94 $522 - $695
69K $410K
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
2.26K
+ 25.53%
$25.57 - $29.33 $57.7K - $66.2K
11.1K $320K
BTF
Valkyrie ETF Tr Ii Bitcoin Str

Financial
80
+ 0.38%
$8.56 - $14.06 $685 - $1.12K
20.9K $275K
XMPT
Vaneck Cef Muni Income ETF

ETFs
8.5K
+ 4.91%
$20.18 - $21.62 $172K - $184K
182K $3.81M
CVBF
Cvb Financial Corp

Financial Services
501
+ 1.18%
$16.41 - $20.0 $8.22K - $10K
42.9K $849K
PSMD
Pacer Fds Tr Swan Sos Moderate

ETFs
515
+ 1.79%
$26.71 - $30.43 $13.8K - $15.7K
29.3K $893K
SCPH
Sc Pharmaceuticals Inc.

Healthcare
5.3K
+ 13.33%
$2.02 - $4.27 $10.7K - $22.6K
45.1K $172K
TMP
Tompkins Financial Corp

Financial Services
1.08K
+ 17.58%
$55.65 - $65.06 $60K - $70.2K
7.22K $453K
PHK
Pimco High Income Fund

Financial Services
27.7K
+ 3.71%
$4.43 - $4.88 $123K - $135K
774K $3.72M
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
2.53K
+ 11.03%
$20.3 - $22.0 $51.4K - $55.7K
25.5K $547K
NEAR
Blackrock Short Maturity Bond

ETFs
316
+ 0.15%
$50.41 - $51.17 $15.9K - $16.2K
214K $10.9M
PNFP
Pinnacle Financial Partners Inc

Financial Services
243
+ 2.78%
$87.19 - $111.51 $21.2K - $27.1K
8.98K $992K
PAWZ
Proshares Tr Pet Care ETF

ETFs
665
+ 14.29%
$47.81 - $59.81 $31.8K - $39.8K
5.32K $308K
HIW
Highwoods Properties, Inc.

Real Estate
712
+ 2.48%
$25.31 - $31.85 $18K - $22.7K
29.4K $915K
XBAP
Innovator ETF Tr Us Equity Acc
945
+ 5.89%
$32.27 - $36.74 $30.5K - $34.7K
17K $624K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
2.82K
+ 3.88%
$42.44 - $49.08 $120K - $139K
75.6K $3.62M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
1.15K
+ 2.72%
$49.18 - $50.17 $56.5K - $57.6K
43.3K $2.17M
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
819
+ 14.73%
$46.99 - $54.77 $38.5K - $44.9K
6.38K $349K
KXI
Ishares Tr Global Consumer Sta

ETFs
288
+ 0.87%
$60.73 - $67.45 $17.5K - $19.4K
33.3K $2.18M
TG
Tredegar Corp

Industrials
151
+ 0.27%
$6.61 - $8.83 $998 - $1.33K
55.7K $490K
BKEM
Bny Mellon ETF Tr Emerging Mkt

ETFs
526
+ 12.52%
$52.86 - $67.09 $27.8K - $35.3K
4.73K $317K
EXP
Eagle Materials Inc

Basic Materials
583
+ 20.78%
$193.68 - $241.95 $113K - $141K
3.39K $685K
VUSE
ETF Ser Solutions

ETFs
352
+ 5.66%
$50.72 - $62.99 $17.9K - $22.2K
6.57K $414K
PIE
Invesco Exchange Traded Fd Tr

ETFs
948
+ 6.23%
$15.45 - $20.94 $14.6K - $19.9K
16.2K $339K
CBU
Community Bank System, Inc.

Financial Services
1.06K
+ 4.15%
$50.88 - $58.16 $54.1K - $61.9K
26.7K $1.52M
GAIN
Gladstone Investment Corporation\De

Financial Services
2.02K
+ 5.84%
$11.77 - $15.26 $23.8K - $30.8K
36.6K $523K
Tema ETF Trust
709
+ 11.5%
N/A
6.88K $270K
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
1.44K
+ 7.71%
$16.16 - $19.79 $23.3K - $28.5K
20.1K $399K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
15.3K
+ 40.35%
$3.55 - $4.0 $54.4K - $61.3K
53.3K $212K
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
939
+ 16.49%
$32.08 - $39.57 $30.1K - $37.2K
6.63K $262K
WMS
Advanced Drainage Systems, Inc.

Industrials
74
+ 0.89%
$96.79 - $123.55 $7.16K - $9.14K
8.38K $963K
DFSE
Dimensional ETF Tr Dimen Emrgn
441
+ 4.5%
N/A
10.2K $390K
GIGB
Goldman Sachs ETF Access Invt
1.22K
+ 8.54%
N/A
15.5K $714K
NEXT
Next Decade Corp.

Energy
1.03K
+ 2.28%
$5.68 - $9.2 $5.87K - $9.51K
46.4K $413K
First Tr Exchng Traded Fd Vi
1.77K
+ 6.64%
N/A
28.5K $593K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.98K
+ 3.26%
$24.88 - $25.41 $49.2K - $50.2K
62.6K $1.59M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
282
+ 1.25%
$10.69 - $14.6 $3.01K - $4.12K
22.9K $335K
Apogee Therapeutics Inc
398
+ 6.12%
N/A
6.9K $300K
IMNM
Immunome Inc.

Healthcare
372
+ 1.81%
$5.56 - $9.79 $2.07K - $3.64K
20.9K $195K
South Bow Corp
1.17K
+ 1.73%
N/A
68.8K $1.78M
Advisor Managed Portfolios
200
+ 1.31%
N/A
15.5K $534K
ZEUS
Olympic Steel Inc

Basic Materials
346
+ 0.84%
$28.11 - $34.92 $9.73K - $12.1K
41.7K $1.36M
SMOT
Vaneck ETF Tr Morningstar Smid
78
+ 0.3%
N/A
26.5K $923K
VOYA
Voya Financial, Inc.

Financial Services
545
+ 10.1%
$54.27 - $71.0 $29.6K - $38.7K
5.94K $422K
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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