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
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
10.2K
+ 12.5%
$9.18 - $11.13 $93.3K - $113K
91.5K $945K
SABR
Sabre Corp

Consumer Cyclical
4.35K
+ 7.02%
$1.95 - $3.18 $8.48K - $13.8K
66.3K $209K
NACP
Impact Shs Fds I Tr Naacp Mino

ETFs
11
+ 0.12%
$35.22 - $43.72 $387 - $481
9.01K $394K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
403
+ 3.5%
$32.77 - $38.72 $13.2K - $15.6K
11.9K $461K
AGM
Federal Agricultural Mortgage Corp

Financial Services
100
+ 4.55%
$165.45 - $198.11 $16.5K - $19.8K
2.3K $447K
FMB
First Tr Exchange Traded Fd Ii

ETFs
5.34K
+ 1.39%
$49.12 - $50.93 $262K - $272K
390K $19.4M
RYLD
Global X Fds Russell 2000 Cove

ETFs
2.96K
+ 5.57%
$13.37 - $15.25 $39.5K - $45.1K
56.1K $836K
HFRO
Highland Income Fund\Ma

Financial Services
6.63K
+ 1.99%
$4.47 - $5.28 $29.6K - $35K
339K $1.76M
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
2.79K
+ 1.93%
$9.74 - $10.75 $27.2K - $30K
148K $1.59M
Dimensional ETF Trust
318
+ 7.88%
N/A
4.35K $236K
BSMU
Invesco Exchange Self Ind Tr

ETFs
1.69K
+ 3.92%
$20.97 - $21.71 $35.5K - $36.8K
44.9K $965K
VFF
Village Farms International, Inc.

Consumer Defensive
227
+ 0.34%
$0.48 - $1.26 $109 - $286
67.2K $74K
Vivos Therapeutics Inc
7K
+ 20.59%
N/A
41K $130K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
4.95K
+ 6.74%
$10.68 - $11.35 $52.9K - $56.2K
78.4K $859K
PAXS
Pimco Access Income Fund

Financial Services
4.28K
+ 12.5%
$14.15 - $16.12 $60.5K - $68.9K
38.5K $581K
TS
Tenaris Sa

Energy
1.31K
+ 13.6%
$30.71 - $39.46 $40.3K - $51.8K
11K $410K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
11
+ 0.16%
$52.66 - $64.01 $579 - $704
6.75K $432K
Aegon LTD
874
+ 2.27%
N/A
39.4K $285K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
11
+ 0.03%
$47.97 - $54.0 $528 - $594
41K $2.22M
CVLG
Covenant Logistics Group, Inc.

Industrials
166
+ 1.18%
$17.73 - $24.29 $2.94K - $4.03K
14.2K $343K
DSL
Double Line Income Solutions Fund

Financial Services
4.12K
+ 7.81%
$11.15 - $12.57 $46K - $51.8K
56.9K $697K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
1.48K
+ 0.67%
$20.01 - $20.15 $29.6K - $29.8K
222K $4.47M
ISMD
Northern Lts Fd Tr Iv

ETFs
127
+ 0.66%
$29.72 - $35.6 $3.77K - $4.52K
19.3K $684K
NWBI
Northwest Bancshares, Inc.

Financial Services
259
+ 0.7%
$10.9 - $12.84 $2.82K - $3.33K
37.2K $475K
PATK
Patrick Industries Inc

Consumer Cyclical
28
+ 0.76%
$74.33 - $93.03 $2.08K - $2.6K
3.72K $344K
ACRE
Ares Commercial Real Estate Corp

Real Estate
3.78K
+ 4.41%
$3.5 - $5.07 $13.2K - $19.2K
89.6K $427K
EDIT
Editas Medicine, Inc.

Healthcare
4.99K
+ 27.16%
$0.98 - $2.35 $4.89K - $11.7K
23.4K $51K
KEX
Kirby Corp

Industrials
38
+ 1.81%
$87.32 - $114.99 $3.32K - $4.37K
2.14K $242K
NUDV
Nushares ETF Tr Esg Divid ETF

ETFs
883
+ 7.29%
$24.71 - $28.36 $21.8K - $25K
13K $368K
RBBN
Ribbon Communications Inc.

Communication Services
1K
+ 0.35%
$3.05 - $4.05 $3.05K - $4.05K
290K $1.16M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
1.33K
+ 6.41%
$21.37 - $22.67 $28.4K - $30.2K
22.1K $498K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
84
+ 3.55%
$89.06 - $112.24 $7.48K - $9.43K
2.45K $269K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
515
+ 0.46%
$40.64 - $47.27 $20.9K - $24.3K
112K $5.2M
ALTG
Alta Equipment Group Inc.

Industrials
705
+ 4.67%
$3.95 - $6.38 $2.78K - $4.5K
15.8K $100K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
114
+ 0.43%
$11.68 - $19.18 $1.33K - $2.19K
26.7K $458K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
1.24K
+ 8.19%
$28.45 - $33.08 $35.3K - $41K
16.4K $523K
HONE
Harbor One Bancorp, Inc.

Financial Services
616
+ 3.67%
$9.06 - $11.79 $5.58K - $7.26K
17.4K $203K
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
2.81K
+ 4.79%
$0.39 - $1.13 $1.1K - $3.18K
61.5K $56K
NVAX
Novavax Inc

Healthcare
5.54K
+ 10.97%
$5.43 - $7.74 $30.1K - $42.9K
56.1K $353K
SLS
Sellas Life Sciences Group, Inc.

Healthcare
7.09K
+ 58.37%
$1.04 - $2.19 $7.38K - $15.5K
19.2K $42K
TRMK
Trustmark Corp

Financial Services
20
+ 0.14%
$30.79 - $36.78 $616 - $736
14.1K $514K
CSWC
Capital Southwest Corp

Financial Services
2.25K
+ 2.9%
$17.99 - $22.44 $40.4K - $50.4K
79.8K $1.76M
HLIO
Helios Technologies, Inc.

Industrials
375
+ 3.23%
$25.71 - $33.72 $9.64K - $12.6K
12K $400K
Sitio Royalties Corp
2.71K
+ 18.94%
N/A
17K $313K
ESGA
American Centy ETF Tr Sustaina

Technology
9
+ 0.24%
N/A
3.76K $272K
IYLD
Ishares Tr Ishares Morningstar

ETFs
91
+ 0.25%
$19.19 - $20.76 $1.75K - $1.89K
37.1K $769K
Morgan Stanley ETF Trust
526
+ 6.28%
N/A
8.9K $452K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1.36K
+ 4.81%
$25.57 - $26.34 $34.7K - $35.8K
29.6K $771K
ABEV
Ambev S.A.

Consumer Defensive
7.14K
+ 6.36%
$2.15 - $2.55 $15.3K - $18.2K
119K $288K
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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