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
GLO
Clough Global Opportunities Fund

Financial Services
4.27K
+ 10.21%
$4.47 - $5.43 $19.1K - $23.2K
46.1K $250K
NWFL
Norwood Financial Corp

Financial Services
126
+ 0.5%
$21.67 - $26.9 $2.73K - $3.39K
25.4K $654K
First Tr Exchng Traded Fd Vi
225
+ 0.65%
N/A
34.7K $1.07M
FCEF
First Tr Exchange Traded Fd Vi
1.31K
+ 6.99%
N/A
20.1K $450K
FEIG
Flexshares Tr Esg & Climate In

ETFs
669
+ 1.21%
$39.81 - $41.21 $26.6K - $27.6K
55.7K $2.3M
JXI
Ishares Tr Global Utils ETF

ETFs
10
+ 0.11%
$64.56 - $74.02 $646 - $740
8.96K $661K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
386
+ 4.99%
$79.41 - $86.53 $30.7K - $33.4K
8.12K $702K
HEQ
John Hancock Hedged Equity & Income Fund

Financial Services
1.5K
+ 0.98%
$9.45 - $10.72 $14.1K - $16K
155K $1.64M
Pgim Rock ETF Tr
741
+ 6.43%
N/A
12.3K $347K
OBT
Orange County Bancorp, Inc.

Financial Services
25
+ 0.15%
$21.34 - $26.92 $534 - $673
16.9K $437K
RIO
Rio Tinto PLC

Basic Materials
6.61K
+ 3.36%
$52.32 - $62.75 $346K - $415K
203K $11.8M
BLW
Blackrock LTD Duration Income Trust

Financial Services
2.81K
+ 7.77%
$12.75 - $14.21 $35.8K - $39.9K
38.9K $552K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
1.2K
+ 7.47%
$19.33 - $22.25 $23.2K - $26.7K
17.2K $383K
FCF
First Commonwealth Financial Corp

Financial Services
31
+ 0.05%
$14.08 - $16.35 $436 - $507
57.9K $940K
Pgim Rock ETF Tr
775
+ 7.49%
N/A
11.1K $317K
SUI
Sun Communities Inc

Real Estate
473
+ 5.58%
$114.62 - $132.25 $54.2K - $62.6K
8.95K $1.13M
First Tr Exchng Traded Fd Vi
873
+ 12.99%
N/A
7.6K $242K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
854
+ 17.42%
$47.05 - $50.22 $40.2K - $42.9K
5.76K $285K
Pgim Rock ETF Tr
310
+ 1.43%
N/A
22K $604K
TELA
Tela Bio, Inc.

Healthcare
10K
+ 35.16%
$0.89 - $1.95 $8.9K - $19.5K
38.4K $75K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
241
+ 4.67%
$56.27 - $73.32 $13.6K - $17.7K
5.4K $393K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
1.39K
+ 19.87%
$25.21 - $34.03 $34.9K - $47.2K
8.36K $251K
GABC
German American Bancorp, Inc.

Financial Services
590
+ 3.59%
$34.32 - $39.88 $20.2K - $23.5K
17K $656K
Innovator Etfs Trust
1.14K
+ 10.9%
N/A
11.6K $296K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
807
+ 8.12%
$36.2 - $38.97 $29.2K - $31.4K
10.7K $419K
JRE
Janus Detroit Str Tr U S Real

ETFs
2.05K
+ 4.75%
$21.0 - $24.37 $43K - $49.9K
45.2K $1.07M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
7.06K
+ 9.28%
$4.83 - $5.39 $34.1K - $38.1K
83.1K $448K
OCFC
Oceanfirst Financial Corp

Financial Services
512
+ 1.05%
$14.76 - $17.72 $7.56K - $9.07K
49.2K $866K
SD
Sandridge Energy Inc

Energy
4.76K
+ 22.74%
$9.07 - $12.08 $43.2K - $57.5K
25.7K $278K
VBTX
Veritex Holdings, Inc.

Financial Services
201
+ 0.66%
$20.77 - $26.15 $4.17K - $5.26K
30.5K $795K
ADMA
Adma Biologics, Inc.

Healthcare
5.72K
+ 14.06%
$17.6 - $24.51 $101K - $140K
46.4K $845K
OZK
Bank Ozk

Financial Services
66
+ 0.67%
$37.58 - $47.34 $2.48K - $3.12K
9.93K $467K
BNY
Blackrock New York Municipal Income Trust

Financial Services
5.05K
+ 22.4%
$9.59 - $10.28 $48.5K - $51.9K
27.6K $267K
CFFN
Capitol Federal Financial, Inc.

Financial Services
454
+ 0.64%
$5.03 - $6.1 $2.28K - $2.77K
70.9K $433K
GDDY
Go Daddy Inc.

Technology
212
+ 2.41%
$162.11 - $192.36 $34.4K - $40.8K
8.99K $1.62M
TOLZ
Dj Brookfield Global

ETFs
540
+ 7.42%
$48.57 - $54.85 $26.2K - $29.6K
7.82K $421K
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
6.33K
+ 45.82%
N/A
20.2K $140K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
12K
+ 47.27%
$2.62 - $2.96 $31.3K - $35.4K
37.3K $110K
DAKT
Daktronics Inc

Technology
251
+ 2.26%
$11.31 - $16.03 $2.84K - $4.02K
11.3K $172K
FFIN
First Financial Bankshares Inc

Financial Services
307
+ 0.07%
$31.3 - $37.48 $9.61K - $11.5K
435K $15.7M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
17
+ 0.26%
$55.24 - $68.55 $939 - $1.17K
6.46K $436K
JCE
Nuveen Core Equity Alpha Fund

Financial Services
770
+ 2.77%
$12.84 - $15.5 $9.89K - $11.9K
28.6K $443K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
619
+ 1.91%
$84.41 - $106.28 $52.2K - $65.8K
33K $3.14M
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
1.28K
+ 2.43%
$13.91 - $16.31 $17.9K - $20.9K
54.2K $870K
CVY
Invesco Exchange Traded Fd Tr

ETFs
14
+ 0.02%
$22.24 - $25.88 $311 - $362
90.2K $2.33M
OTTR
Otter Tail Corp

Utilities
1.36K
+ 6.5%
$74.62 - $81.76 $101K - $111K
22.2K $1.72M
AMH
American Homes 4 Rent

Real Estate
1.43K
+ 14.66%
$32.8 - $39.31 $46.8K - $56.1K
11.2K $403K
EQH
Equitable Holdings, Inc.

Financial Services
203
+ 3.49%
$43.98 - $56.1 $8.93K - $11.4K
6.02K $338K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
1.68K
+ 3.9%
$18.92 - $19.87 $31.8K - $33.4K
44.8K $890K
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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