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
L
Loews Corp

Financial Services
438
+ 10.96%
$81.13 - $91.91 $35.5K - $40.3K
4.43K $407K
MWA
Mueller Water Products, Inc.

Industrials
1.25K
+ 9.89%
$21.65 - $28.24 $27K - $35.2K
13.9K $353K
PALL
Abrdn Palladium ETF Trust

ETFs
410
+ 9.41%
$83.55 - $92.52 $34.3K - $37.9K
4.77K $432K
ADPT
Adaptive Biotechnologies Corp

Healthcare
415
+ 0.91%
$6.07 - $8.66 $2.52K - $3.59K
46K $342K
ALXO
Alx Oncology Holdings Inc

Healthcare
137K
+ 809.44%
$0.62 - $1.86 $84.9K - $255K
154K $96K
Aptiv PLC
1.52K
+ 6.7%
N/A
24.2K $1.44M
GME
Game Stop Corp.

Consumer Cyclical
8.57K
+ 62.6%
$21.73 - $33.37 $186K - $286K
22.3K $497K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
8.36K
+ 51.81%
$8.44 - $9.01 $70.5K - $75.3K
24.5K $209K
PGF
Invesco Exchange Traded Fd Tr

ETFs
6.38K
+ 7.5%
$14.28 - $14.97 $91.2K - $95.6K
91.5K $1.31M
IGOV
Ishares 1 3 International Trea

ETFs
1.13K
+ 4.76%
$37.39 - $39.79 $42.2K - $44.9K
24.8K $978K
Exchange Traded Concepts Tru
3.32K
+ 19.77%
N/A
20.1K $891K
Principal Exchange Traded Fd
3.37K
+ 14.3%
N/A
27K $869K
Wells Fargo CO New
27
+ 0.5%
N/A
5.41K $6.5M
PPLT
Abrdn Platinum ETF Trust

ETFs
66
+ 0.93%
N/A
7.19K $657K
RYF
Invesco S&P 500 Equal Weight F

ETFs
882
+ 7.12%
N/A
13.3K $963K
CHGX
Investment Managers Ser Tr Ii

ETFs
3.82K
+ 5.84%
$36.24 - $39.75 $138K - $152K
69.1K $2.54M
SMOT
Vaneck ETF Tr Morningstar Smid
3.19K
+ 13.72%
N/A
26.4K $867K
EXR
Extra Space Storage Inc.

Real Estate
597
+ 2.83%
$143.8 - $161.28 $85.8K - $96.3K
21.7K $3.22M
MCR
Mfs Charter Income Trust

Financial Services
12.6K
+ 9.98%
$6.24 - $6.47 $78.6K - $81.5K
139K $870K
LEGR
First Tr ETF Indxx Innovation

ETFs
730
+ 6.17%
$45.84 - $50.21 $33.5K - $36.7K
12.6K $613K
GDV
Gabelli Dividend & Income Trust

Financial Services
2.69K
+ 5.07%
$23.47 - $25.3 $63.1K - $68K
55.7K $1.34M
RRC
Range Resources Corp

Energy
168
+ 1.19%
$35.22 - $41.29 $5.92K - $6.94K
14.3K $571K
SSNC
Ss&C Technologies Holdings Inc

Technology
56
+ 0.75%
$74.75 - $89.13 $4.19K - $4.99K
7.57K $632K
ABEV
Ambev S.A.

Consumer Defensive
3.99K
+ 3.68%
$1.77 - $2.37 $7.06K - $9.45K
112K $262K
AUR
Aurora Innovation, Inc.

Technology
7.26K
+ 24.17%
$6.1 - $10.19 $44.3K - $74K
37.3K $251K
AZZ
Azz Inc

Industrials
630
+ 11.1%
$82.13 - $99.01 $51.7K - $62.4K
6.31K $527K
STXK
Ea Ser Tr Strive 2000 ETF
2.87K
+ 33.48%
N/A
11.5K $329K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
4.83K
+ 25.55%
$27.98 - $33.9 $135K - $164K
23.7K $664K
NEU
Newmarket Corp

Basic Materials
10
+ 0.7%
$482.93 - $570.11 $4.83K - $5.7K
1.43K $810K
UBS
Ubs Group Ag

Financial Services
1.47K
+ 3.1%
$30.28 - $35.78 $44.6K - $52.7K
49.1K $1.5M
DLTR
Dollar Tree, Inc.

Consumer Defensive
774
+ 6.32%
$61.92 - $76.95 $47.9K - $59.6K
13K $977K
HIW
Highwoods Properties, Inc.

Real Estate
2.8K
+ 10.8%
$27.69 - $30.78 $77.5K - $86.1K
28.7K $851K
JXI
Ishares Tr Global Utils ETF

ETFs
229
+ 2.63%
$62.9 - $69.09 $14.4K - $15.8K
8.95K $618K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
2.15K
+ 9.18%
$24.29 - $24.65 $52.1K - $52.9K
25.5K $629K
AVK
Advent Convertible & Income Fund

Financial Services
8.71K
+ 4.96%
$11.44 - $12.34 $99.7K - $107K
184K $2.13M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
5.28K
+ 21.77%
$18.47 - $21.1 $97.6K - $111K
29.5K $546K
FEIG
Flexshares Tr Esg & Climate In

ETFs
752
+ 1.38%
$39.94 - $41.23 $30K - $31K
55.1K $2.26M
Innovator Etfs Trust
2.79K
+ 4.57%
N/A
64K $1.71M
PWZ
Invesco California Amt Free Mu

ETFs
4.2K
+ 8.32%
$23.68 - $24.72 $99.6K - $104K
54.7K $1.31M
VMO
Invesco Municipal Opportunity Trust

Financial Services
7.45K
+ 13.32%
$9.44 - $9.93 $70.3K - $73.9K
63.4K $601K
IEUS
Ishares Msci Europe Small Cap

ETFs
679
+ 12.66%
$51.74 - $60.16 $35.1K - $40.8K
6.04K $346K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
3.9K
+ 7.09%
$21.79 - $23.09 $85K - $90.1K
58.9K $1.29M
MATX
Matson, Inc.

Industrials
596
+ 21.78%
$127.06 - $149.06 $75.7K - $88.8K
3.33K $427K
SAR
Saratoga Investment Corp.

Financial Services
1.44K
+ 9.36%
$23.35 - $26.0 $33.7K - $37.5K
16.9K $427K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
986
+ 1.74%
$20.56 - $21.51 $20.3K - $21.2K
57.6K $1.22M
BHF
Brighthouse Financial, Inc.

Financial Services
7
+ 0.12%
$45.74 - $62.97 $320 - $441
5.72K $332K
TPIF
Timothy Plan Intl ETF (De)

ETFs
1.08K
+ 8.79%
$26.06 - $29.44 $28.2K - $31.8K
13.4K $384K
AOK
Ishares Tr Core Conservative A

ETFs
1.2K
+ 3.61%
$36.86 - $38.15 $44K - $45.6K
34.3K $1.29M
Morgan Stanley ETF Trust
1.25K
+ 22.52%
N/A
6.82K $387K
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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