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
STEL
Stellar Bancorp Inc
1.82K
+ 7.9%
N/A
24.8K $687K
TEQI
T Rowe Price Exchange Traded F

Technology
179
+ 0.89%
$40.26 - $42.96 $7.21K - $7.69K
20.2K $846K
First Tr Exchng Traded Fd Vi
5.79K
+ 7.72%
N/A
80.7K $1.65M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
113
+ 0.85%
$22.15 - $24.94 $2.5K - $2.82K
13.4K $333K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
2.73K
+ 5.32%
$8.4 - $9.45 $22.9K - $25.8K
54.1K $487K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
1.69K
+ 2.51%
$5.28 - $5.77 $8.9K - $9.73K
69K $398K
DIAL
Columbia ETF Tr I Diversified

ETFs
315
+ 0.43%
$17.36 - $17.95 $5.47K - $5.65K
74.1K $1.33M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
218
+ 0.65%
$23.61 - $24.38 $5.15K - $5.31K
33.9K $826K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
305
+ 6.26%
$98.43 - $98.88 $30K - $30.2K
5.18K $511K
SII
Sprott Inc.

Financial Services
203
+ 2.44%
$39.75 - $45.18 $8.07K - $9.17K
8.53K $383K
DT
Dynatrace, Inc.

Technology
2.22K
+ 21.76%
$47.15 - $62.42 $105K - $139K
12.4K $586K
NMI
Nuveen Municipal Income Fund Inc

Financial Services
2.37K
+ 14.36%
$9.5 - $9.96 $22.5K - $23.6K
18.9K $186K
UAMY
United States Antimony Corp

Basic Materials
8.17K
+ 27.18%
$1.28 - $2.38 $10.5K - $19.4K
38.2K $84K
APP
App Lovin Corp

Technology
2.94K
+ 23.09%
$238.08 - $510.13 $701K - $1.5M
15.7K $4.16M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
768
+ 2.07%
$11.34 - $12.23 $8.71K - $9.39K
37.9K $464K
EWC
Ishares Msci Canada ETF

ETFs
474
+ 1.97%
$39.3 - $42.52 $18.6K - $20.2K
24.5K $998K
ECOW
Pacer Fds Tr Emerging Markets

ETFs
770
+ 5.45%
$19.03 - $20.94 $14.7K - $16.1K
14.9K $304K
WEN
Wendy'S CO

Consumer Cyclical
10.3K
+ 14.24%
$14.17 - $16.17 $146K - $167K
82.9K $1.21M
WEA
Western Asset Premier Bond Fund

Financial Services
1.53K
+ 5.27%
$10.63 - $11.21 $16.3K - $17.2K
30.6K $343K
SKY
Skyline Champion Corp

Consumer Cyclical
116
+ 4.42%
$85.72 - $108.14 $9.94K - $12.5K
2.74K $260K
Innovator Etfs Trust
1.87K
+ 2.09%
N/A
91.1K $2.25M
PCEF
Invesco Cef Income Composite E

ETFs
8.98K
+ 1.99%
$18.8 - $19.89 $169K - $179K
460K $8.67M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
2.89K
+ 4.07%
$11.17 - $11.61 $32.3K - $33.6K
73.9K $831K
Pagaya Technologies LTD
164
+ 0.72%
N/A
23K $241K
CSM
Proshares Large Cap Core Plus

ETFs
1.2K
+ 6.21%
$63.0 - $69.13 $75.3K - $82.6K
20.5K $1.3M
SDGR
Schrodinger, Inc.

Healthcare
127
+ 0.21%
$18.69 - $26.15 $2.37K - $3.32K
59.4K $1.17M
BKEM
Bny Mellon ETF Tr Emerging Mkt

ETFs
339
+ 8.78%
$57.12 - $63.13 $19.4K - $21.4K
4.2K $255K
FRME
First Merchants Corp

Financial Services
261
+ 0.8%
$37.99 - $45.25 $9.92K - $11.8K
32.7K $1.32M
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
970
+ 2.57%
$15.28 - $15.95 $14.8K - $15.5K
38.7K $602K
HTZ
Hertz Global Holdings, Inc

Industrials
5.28K
+ 19.32%
$3.3 - $4.5 $17.4K - $23.7K
32.6K $128K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
1.69K
+ 5.41%
$20.57 - $21.12 $34.7K - $35.6K
32.8K $680K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
310
+ 5.04%
$69.15 - $74.69 $21.4K - $23.2K
6.46K $462K
JHG
Janus Henderson Group PLC

Financial Services
2.67K
+ 24.8%
$35.98 - $45.94 $96.1K - $123K
13.4K $486K
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
2.64K
+ 4.88%
$11.22 - $11.85 $29.6K - $31.2K
56.6K $644K
UPRO
Proshares Trust Proshares Ultr

ETFs
930
+ 33.94%
$71.19 - $99.29 $66.2K - $92.3K
3.67K $271K
Two Hbrs Invt Corp
830
+ 7.44%
N/A
12K $160K
Veralto Corp
1.79K
+ 5.39%
N/A
34.9K $3.4M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
5.88K
+ 6.47%
$5.87 - $6.26 $34.5K - $36.8K
96.6K $569K
Cingulate Inc
12.5K
+ 29.05%
N/A
55.5K $239K
CACC
Credit Acceptance Corp

Financial Services
6
+ 1.18%
$440.44 - $525.64 $2.64K - $3.15K
516 $266K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
2.34K
+ 8.46%
$25.27 - $28.3 $59.2K - $66.3K
30K $779K
QTOC
Innovator Etfs Tr Growth Accel
1.87K
+ 12.85%
N/A
16.4K $454K
Morgan Stanley ETF Trust
538
+ 5.37%
N/A
10.6K $526K
ISMD
Northern Lts Fd Tr Iv

ETFs
2.45K
+ 14.69%
$33.87 - $38.9 $83K - $95.3K
19.1K $653K
TECK
Teck Resources LTD

Basic Materials
2.32K
+ 16.64%
$36.43 - $43.86 $84.6K - $102K
16.3K $593K
FDG
American Centy ETF Tr Focused

ETFs
2.19K
+ 16.47%
$89.22 - $109.96 $195K - $241K
15.5K $1.41M
ABCB
Ameris Bancorp

Financial Services
1.06K
+ 15.26%
$55.56 - $68.47 $58.9K - $72.6K
8.01K $461K
AGO
Assured Guaranty LTD

Financial Services
427
+ 7.59%
$82.9 - $95.47 $35.4K - $40.8K
6.05K $533K
NLOK
Norton Life Lock Inc.

Technology
2.89K
+ 4.76%
N/A
63.6K $1.69M
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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