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
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
1.21K
+ 7.52%
$55.05 - $58.37 $66.6K - $70.6K
17.3K $961K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
3.59K
+ 5.21%
$10.17 - $10.76 $36.6K - $38.7K
72.6K $748K
RWO
Spdr Dow Jones Global Real Est

ETFs
436
+ 4.88%
$41.41 - $45.24 $18.1K - $19.7K
9.37K $409K
ATLO
Ames National Corp

Financial Services
9
+ 0.04%
$16.11 - $18.81 $145 - $169
22.8K $400K
IAUX
I 80 Gold Corp.
20.5K
+ 14.6%
$0.53 - $0.83 $10.8K - $17K
161K $93K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
1.51K
+ 11.81%
$14.61 - $15.83 $22K - $23.8K
14.3K $215K
MBNE
Ssga Active Tr Spdr Nuveen Mun

ETFs
1.47K
+ 2.96%
$29.03 - $29.82 $42.6K - $43.8K
51.2K $1.49M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
436
+ 7.32%
$40.77 - $42.27 $17.8K - $18.4K
6.39K $269K
Fidelity Ethereum Fd
11K
+ 94.35%
N/A
22.6K $413K
NFTY
First Tr Alphadex Fd Ii India
509
+ 2.38%
N/A
21.9K $1.22M
PSR
Invesco Actively

ETFs
201
+ 8.19%
$86.57 - $95.84 $17.4K - $19.3K
2.66K $246K
PWC
Invesco Exchange Traded Fd Tr
295
+ 2.44%
N/A
12.4K $591K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
389
+ 4.06%
$46.45 - $47.26 $18.1K - $18.4K
9.97K $471K
JRE
Janus Detroit Str Tr U S Real

ETFs
1.02K
+ 2.41%
$22.85 - $24.84 $23.2K - $25.3K
43.2K $1.03M
MFM
Mfs Municipal Income Trust

Financial Services
4.8K
+ 25.51%
$5.3 - $5.59 $25.4K - $26.8K
23.6K $125K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
681
+ 0.25%
$12.03 - $12.69 $8.19K - $8.64K
270K $3.3M
Pgim Rock ETF Tr
867
+ 5.19%
N/A
17.6K $481K
TEF
Telefonica S A

Communication Services
3.8K
+ 35.69%
$3.89 - $4.73 $14.8K - $18K
14.5K $67K
UMBF
Umb Financial Corp

Financial Services
665
+ 18.17%
$98.0 - $122.56 $65.2K - $81.5K
4.33K $437K
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
1.6K
+ 0.82%
$7.75 - $7.98 $12.4K - $12.8K
196K $1.53M
NTSE
Wisdomtree Tr Emerging Mkts Ef

ETFs
268
+ 2.25%
$27.84 - $31.03 $7.46K - $8.32K
12.2K $366K
BGR
Black Rock Energy & Resources Trust

Financial Services
195
+ 0.94%
$12.77 - $13.89 $2.49K - $2.71K
21K $285K
YOU
Clear Secure, Inc.

Technology
1.42K
+ 7.56%
$22.12 - $27.62 $31.3K - $39.1K
20.2K $522K
MISL
First Tr Exchange Traded Fd In
896
+ 3.7%
N/A
25.1K $760K
LTC
Ltc Properties Inc

Real Estate
380
+ 3.26%
$33.46 - $36.14 $12.7K - $13.7K
12K $426K
SCS
Steelcase Inc

Industrials
35.4K
+ 8.34%
$10.57 - $12.53 $374K - $444K
460K $5.04M
Dimensional ETF Trust
227
+ 0.3%
N/A
75.4K $3.83M
Genelux Corporation
7K
+ 69.42%
N/A
17.1K $46K
JIG
J P Morgan Exchange Traded Fd

ETFs
79
+ 0.44%
$61.42 - $66.95 $4.85K - $5.29K
18.2K $1.16M
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
2.62K
+ 7.69%
$9.16 - $9.5 $24K - $24.9K
36.8K $338K
REVG
Rev Group, Inc.

Industrials
755
+ 7.42%
$27.3 - $35.58 $20.6K - $26.9K
10.9K $346K
Apogee Therapeutics Inc
1.6K
+ 32.53%
N/A
6.5K $243K
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
3.32K
+ 6.7%
$15.77 - $17.14 $52.4K - $57K
52.9K $834K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
3.55K
+ 3.31%
$9.85 - $10.28 $34.9K - $36.5K
111K $1.1M
HPS
John Hancock Preferred Income Fund Iii

Financial Services
1.44K
+ 3.16%
$14.1 - $15.53 $20.3K - $22.4K
47.1K $706K
Niocorp Devs LTD
8.15K
+ 80.11%
N/A
18.3K $36K
PMX
Pimco Municipal Income Fund Iii

Financial Services
3.56K
+ 13.96%
$7.07 - $7.53 $25.2K - $26.8K
29K $208K
Te Connectivity PLC
360
+ 1.91%
N/A
19.2K $2.71M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
3.88K
+ 5.87%
$10.43 - $10.86 $40.5K - $42.1K
69.9K $730K
RNDV
First Tr Vi Us Equity Divid Se
577
+ 4.38%
N/A
13.7K $443K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
43
+ 0.09%
$17.95 - $18.89 $772 - $812
45.9K $844K
LFUS
Littelfuse Inc

Technology
358
+ 27.06%
$196.74 - $255.16 $70.4K - $91.3K
1.68K $331K
IBRX
Immunity Bio, Inc.

Healthcare
1.57K
+ 5.41%
$2.32 - $3.9 $3.64K - $6.11K
30.5K $92K
PMM
Putnam Managed Municipal Income Trust

Financial Services
1.27K
+ 2.12%
$5.99 - $6.38 $7.6K - $8.1K
61.1K $375K
BCOW
1895 Bancorp Of Wisconsin, Inc.

Financial Services
17
+ 0.03%
$9.4 - $10.51 $160 - $179
57.8K $595K
AN
Autonation, Inc.

Consumer Cyclical
585
+ 5.95%
$156.67 - $195.15 $91.7K - $114K
10.4K $1.69M
BGT
Blackrock Floating Rate Income Trust

Financial Services
1.74K
+ 15.68%
$12.34 - $12.93 $21.4K - $22.4K
12.8K $159K
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
1.49K
+ 4.21%
$7.54 - $7.93 $11.2K - $11.8K
36.8K $281K
SDEF
Tidal ETF Tr Sound Enhanced Fi
960
+ 6.24%
N/A
16.4K $296K
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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