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
UNOV
Earth Science Tech, Inc.

ETFs
1.62K
+ 2.39%
$33.76 - $35.42 $54.8K - $57.5K
69.5K $2.36M
KFY
Korn Ferry

Industrials
109
+ 1.91%
$62.52 - $71.6 $6.81K - $7.8K
5.81K $394K
ACV
Virtus Allianz Gi Diversified Income & Convertible Fund

Financial Services
1.71K
+ 13.19%
$19.89 - $23.0 $34K - $39.3K
14.7K $293K
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
102
+ 0.74%
N/A
13.8K $102K
ASX
Ase Technology Holding Co., Ltd.

Technology
2.54K
+ 23.24%
$8.76 - $11.36 $22.2K - $28.8K
13.5K $118K
IBP
Installed Building Products, Inc.

Consumer Cyclical
165
+ 3.13%
$162.22 - $206.22 $26.8K - $34K
5.43K $931K
LQDW
Ishares Tr Invt Grade Corporat
295
+ 2.66%
N/A
11.4K $299K
Mira Pharmaceuticals Inc
10.5K
+ 69.5%
N/A
25.5K $25K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
101
+ 0.42%
$11.64 - $12.49 $1.18K - $1.26K
24K $283K
SPE
Special Opportunities Fund, Inc.

Financial Services
171
+ 1.25%
$14.7 - $15.68 $2.51K - $2.68K
13.8K $208K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
1.3K
+ 1.31%
$3.75 - $4.08 $4.89K - $5.32K
101K $391K
Digitalbridge Group Inc
4.11K
+ 34.31%
N/A
16.1K $142K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
847
+ 5.18%
$34.83 - $38.02 $29.5K - $32.2K
17.2K $605K
Grayscale Bitcoin Mini Tr Et
9.41K
+ 15.06%
N/A
71.9K $2.62M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
6
+ 0.08%
$44.28 - $45.4 $266 - $272
7.54K $341K
MAN
Manpower Group Inc.

Industrials
100
+ 1.92%
$53.77 - $62.66 $5.38K - $6.27K
5.32K $308K
MRSK
Toews Agility Shares Managed R

Technology
1.18K
+ 5.42%
$31.27 - $33.98 $37K - $40.2K
23K $727K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
337
+ 2.39%
$50.21 - $51.23 $16.9K - $17.3K
14.5K $728K
RC
Ready Capital Corp

Real Estate
8.34K
+ 40.66%
$4.9 - $7.05 $40.9K - $58.8K
28.9K $147K
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
1.98K
+ 11.88%
$6.98 - $8.14 $13.8K - $16.1K
18.7K $130K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
1.46K
+ 13.3%
$17.74 - $21.48 $25.9K - $31.4K
12.5K $221K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
251
+ 0.47%
$10.77 - $11.29 $2.7K - $2.83K
54.2K $595K
ESAB
Esab Corp

Industrials
100
+ 5.85%
$115.08 - $131.54 $11.5K - $13.2K
1.81K $211K
GUG
Guggenheim Active Allocation Fund

ETFs
264
+ 2.33%
$14.92 - $15.9 $3.94K - $4.2K
11.6K $175K
GNMA
Ishares Gnma Bond ETF

ETFs
16
+ 0.27%
$42.17 - $44.04 $675 - $705
5.98K $262K
MBIN
Merchants Bancorp

Financial Services
5
+ 0.04%
$34.75 - $43.49 $174 - $217
11.3K $418K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
206
+ 0.23%
$11.12 - $11.83 $2.29K - $2.44K
90.2K $1.01M
OGN
Organon & Co.

Healthcare
571
+ 0.87%
$14.29 - $16.41 $8.16K - $9.37K
66.2K $986K
CHWY
Chewy, Inc.

Consumer Cyclical
1.77K
+ 3.31%
$31.83 - $39.8 $56.4K - $70.5K
55.2K $1.8M
First Tr Exchng Traded Fd Vi
188
+ 1.6%
N/A
11.9K $367K
PBP
Invesco Exchange Traded Fd Tr

ETFs
1.1K
+ 8.15%
$21.85 - $24.13 $24K - $26.5K
14.6K $323K
NMT
Nuveen Massachusetts Quality Municipal Income Fund

Financial Services
61
+ 0.45%
$11.35 - $11.97 $692 - $730
13.8K $163K
Orchid Is Cap Inc
3.36K
+ 4.38%
N/A
80.1K $602K
TRND
Pacer Fds Tr Trendpilot Fd Fds

ETFs
5.49K
+ 1.02%
$31.93 - $33.88 $175K - $186K
543K $17.5M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
736
+ 2.5%
$90.12 - $109.07 $66.3K - $80.3K
30.1K $2.91M
PIM
Putnam Master Intermediate Income Trust

Financial Services
313
+ 0.5%
$3.23 - $3.35 $1.01K - $1.05K
62.6K $208K
TFSL
Tfs Financial Corp

Financial Services
573
+ 4.96%
$12.02 - $13.88 $6.89K - $7.95K
12.1K $150K
VTC
Vanguard Scottsdale Fds Total

ETFs
16
+ 0.48%
$74.74 - $77.39 $1.2K - $1.24K
3.34K $257K
AKBA
Akebia Therapeutics, Inc.

Healthcare
2.11K
+ 9.18%
$1.69 - $2.84 $3.57K - $5.99K
25.1K $48K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
314
+ 0.9%
$6.04 - $6.31 $1.9K - $1.98K
35.2K $215K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
849
+ 5.29%
$29.02 - $34.76 $24.6K - $29.5K
16.9K $514K
GGZ
Gabelli Global Small & Mid Cap Value Trust

Financial Services
7
+ 0.06%
$11.66 - $12.58 $81.6 - $88.1
11.8K $142K
LINC
Lincoln Educational Services Corp

Consumer Defensive
190
+ 1.49%
$14.44 - $18.55 $2.74K - $3.52K
13K $206K
Maplebear Inc
305
+ 5.4%
N/A
5.96K $238K
FCO
Aberdeen Global Income Fund Inc

Financial Services
101
+ 0.49%
$5.79 - $6.28 $585 - $634
20.8K $125K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
1.93K
+ 2.51%
$8.24 - $8.68 $15.9K - $16.7K
78.7K $649K
Innovator Etfs Trust
212
+ 1.19%
N/A
18K $446K
OMFS
Invesco Exchange Traded Self I

ETFs
1.34K
+ 4.37%
$36.43 - $41.61 $48.9K - $55.8K
32.1K $1.22M
Longeveron Inc
3.5K
+ 28.1%
N/A
16K $25K
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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