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
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
4.35K
+ 2.94%
$23.58 - $24.02 $103K - $104K
152K $3.59M
CTA
Simplify Exch Traded Fds Simpl

ETFs
941
+ 5.86%
$27.81 - $30.21 $26.2K - $28.4K
17K $503K
SSB
South State Corp

Financial Services
1.28K
+ 13.44%
$89.4 - $108.33 $115K - $139K
10.8K $1M
ISCB
International Speedway Corp

ETFs
3.85K
+ 11.18%
$53.73 - $61.7 $207K - $237K
38.3K $2.07M
DVA
Davita Inc.

Healthcare
10
+ 0.07%
$140.0 - $177.35 $1.4K - $1.77K
15.1K $2.31M
Innovator Etfs Trust
550
+ 2.04%
N/A
27.5K $768K
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
394
+ 7.42%
$96.74 - $101.36 $38.1K - $39.9K
5.71K $573K
NOV
Nov Inc.

Energy
2.45K
+ 9.64%
$13.99 - $16.43 $34.3K - $40.3K
27.9K $424K
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
950
+ 4.3%
$16.21 - $17.94 $15.4K - $17K
23K $413K
ALLE
Allegion PLC

Industrials
411
+ 4.39%
$123.79 - $135.5 $50.9K - $55.7K
9.77K $1.28M
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
2.77K
+ 9.41%
$26.82 - $28.5 $74.4K - $79K
32.3K $880K
NULC
Nushares ETF Tr Nuveen Esg Lar

ETFs
1.6K
+ 13.74%
$42.96 - $47.7 $68.9K - $76.5K
13.3K $582K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
703
+ 9.64%
N/A
8K $513K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
4.47K
+ 13.84%
$10.81 - $11.42 $48.3K - $51K
36.7K $399K
FCPT
Four Corners Property Trust, Inc.

Real Estate
202
+ 0.69%
$26.26 - $29.31 $5.3K - $5.92K
29.5K $846K
IBOC
International Bancshares Corp

Financial Services
865
+ 2.23%
$60.62 - $67.91 $52.4K - $58.7K
39.7K $2.5M
VTN
Invesco Trust For Investment Grade New York Municipals

Financial Services
4.93K
+ 43.13%
$10.16 - $10.75 $50.1K - $53K
16.4K $171K
Ishares Tr
2K
+ 17.48%
N/A
13.4K $341K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
1.1K
+ 2.16%
$28.27 - $29.28 $31K - $32.1K
52K $1.51M
Ab Active Etfs Inc
1.05K
+ 18.62%
N/A
6.7K $430K
EWI
Ishares Inc Msci Italy ETF

ETFs
116
+ 1.62%
$35.58 - $43.99 $4.13K - $5.1K
7.26K $307K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
695
+ 7.69%
$53.35 - $58.68 $37.1K - $40.8K
9.73K $546K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
9.48K
+ 8.08%
$9.89 - $10.46 $93.8K - $99.2K
127K $1.27M
IP
International Paper CO

Consumer Cyclical
2.6K
+ 1.37%
$49.38 - $60.09 $128K - $156K
192K $10.2M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
3.47K
+ 9.1%
$68.32 - $78.49 $237K - $272K
41.6K $2.91M
WDFC
Wd 40 CO

Basic Materials
163
+ 2.17%
$226.67 - $250.92 $36.9K - $40.9K
7.67K $1.87M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
324
+ 5.77%
$39.44 - $47.66 $12.8K - $15.4K
5.94K $271K
Columbia ETF Tr I
1.72K
+ 20.79%
N/A
9.96K $251K
Fortuna Mng Corp
1.64K
+ 8.02%
N/A
22.1K $135K
RPG
Invesco Exchange Traded Fd Tr

ETFs
37.3K
+ 8.14%
$37.33 - $45.03 $1.39M - $1.68M
496K $19M
OXYWS
Occidental Pete Corp Wt Exp 08
1.64K
+ 11.25%
N/A
16.2K $448K
PEGA
Pegasystems Inc

Technology
1.48K
+ 62.49%
$68.14 - $112.29 $101K - $166K
3.84K $267K
COMP
Compass, Inc.

Technology
1.33K
+ 11.06%
$5.35 - $10.24 $7.14K - $13.7K
13.4K $117K
EBC
Eastern Bankshares, Inc.

Financial Services
9.41K
+ 7.39%
$15.29 - $19.15 $144K - $180K
137K $2.24M
PTLO
Portillo'S Inc.

Consumer Cyclical
1.36K
+ 11.6%
$9.2 - $15.39 $12.5K - $20.9K
13.1K $156K
UFCS
United Fire Group Inc

Financial Services
1.18K
+ 10.7%
$24.78 - $29.72 $29.2K - $35K
12.2K $359K
USAC
Usa Compression Partners, LP

Energy
87
+ 0.68%
$23.75 - $29.24 $2.07K - $2.54K
12.9K $347K
WTM
White Mountains Insurance Group LTD

Financial Services
27
+ 9.54%
$1818.58 - $1983.07 $49.1K - $53.5K
310 $597K
EFC
Ellington Financial Inc.

Real Estate
1.39K
+ 5.87%
$12.08 - $14.35 $16.8K - $20K
25.1K $333K
NMFC
New Mountain Finance Corp

Financial Services
5.96K
+ 6.39%
$10.89 - $12.02 $64.9K - $71.7K
99.3K $1.1M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
10.2K
+ 5.38%
$67.03 - $74.61 $681K - $758K
199K $13.5M
BEP
Brookfield Renewable Partners L.P.

Utilities
2.72K
+ 10.37%
$20.03 - $23.79 $54.5K - $64.7K
28.9K $641K
Dbx ETF Tr
4.44K
+ 6.72%
N/A
70.5K $2.11M
First Tr Exchng Traded Fd Vi
3.79K
+ 7.99%
N/A
51.2K $1M
LADR
Ladder Capital Corp

Real Estate
3.21K
+ 9.09%
$10.81 - $11.87 $34.7K - $38.2K
38.6K $440K
PNNT
Pennantpark Investment Corp

Financial Services
6.65K
+ 13.33%
$6.78 - $7.27 $45.1K - $48.3K
56.5K $397K
Rbb Fd Inc
233
+ 0.92%
N/A
25.6K $1.24M
TMC
Tmc The Metals CO Inc.

Basic Materials
5K
+ 8.58%
$1.05 - $2.37 $5.25K - $11.9K
63.3K $109K
DFSE
Dimensional ETF Tr Dimen Emrgn
1.16K
+ 13.39%
N/A
9.81K $330K
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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