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
F&G Annuities & Life Inc
1.01K
+ 14.32%
N/A
8.08K $291K
BSMU
Invesco Exchange Self Ind Tr

ETFs
200
+ 0.47%
$21.49 - $22.03 $4.3K - $4.41K
43.2K $932K
ACWF
Ishares Msci Global Multifacto

ETFs
165
+ 0.99%
N/A
16.9K $723K
UCBI
United Community Banks Inc

Financial Services
1.17K
+ 13.76%
N/A
9.63K $271K
GLQ
Clough Global Equity Fund

Financial Services
496
+ 3.07%
$6.24 - $7.02 $3.1K - $3.48K
16.6K $105K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
692
+ 19.48%
$135.34 - $188.66 $93.7K - $131K
4.25K $596K
FDRV
Fidelity Covington Tr Elec Veh
154
+ 0.86%
$13.04 - $14.66 $2.01K - $2.26K
18K $234K
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
859
+ 8.13%
$25.57 - $29.31 $22K - $25.2K
11.4K $294K
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
5
+ 0.03%
$9.38 - $9.81 $46.9 - $49.1
15.8K $149K
TR
Tootsie Roll Industries Inc

Consumer Defensive
128
+ 1.5%
$30.44 - $32.85 $3.9K - $4.2K
8.64K $272K
WWR
Westwater Resources, Inc.

Basic Materials
10.3K
+ 18.3%
$0.55 - $1.16 $5.64K - $11.9K
66.3K $37K
APAM
Artisan Partners Asset Management Inc.

Financial Services
818
+ 9.18%
$38.51 - $45.32 $31.5K - $37.1K
9.73K $380K
BCAB
Bio Atla, Inc.

Healthcare
3.5K
+ 16.06%
$0.28 - $0.68 $980 - $2.38K
25.3K $9K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
12
+ 0.03%
$10.37 - $10.83 $124 - $130
34.6K $360K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
1.95K
+ 4.36%
$14.7 - $16.24 $28.6K - $31.6K
46.6K $685K
Dare Bioscience Inc
50
+ 0.3%
N/A
16.7K $48K
Innovator Etfs Trust
545
+ 2.66%
N/A
21.1K $554K
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
117
+ 0.96%
$17.66 - $18.84 $2.07K - $2.2K
12.3K $217K
Ishares Tr
8
+ 0.03%
N/A
25.7K $645K
TMST
Timken Steel Corp

Basic Materials
351
+ 3.29%
N/A
11K $147K
NRSN
Neuro Sense Therapeutics Ltd.

Healthcare
1K
+ 6.15%
$0.93 - $1.21 $930 - $1.21K
17.3K $16K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
2.4K
+ 6.43%
$0.17 - $0.42 $408 - $1.01K
39.8K $8K
AMAX
Starboard Invt Tr Rh Hedged Mu
305
+ 1.77%
$7.38 - $7.99 $2.25K - $2.44K
17.5K $130K
STEM
Stem, Inc.

Technology
2.42K
+ 11.01%
$0.35 - $1.22 $846 - $2.95K
24.4K $9K
Zymeworks Inc
6.68K
+ 21.58%
N/A
37.6K $448K
BMN
Blackrock 2037 Mun Target Term
73
+ 0.25%
N/A
29.4K $745K
BFZ
Blackrock California Municipal Income Trust

Financial Services
20
+ 0.09%
$10.85 - $11.5 $217 - $230
22.9K $252K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
56
+ 0.5%
$12.24 - $13.31 $685 - $745
11.3K $138K
Innovator Etfs Trust
64
+ 0.35%
N/A
18.4K $462K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
107
+ 0.55%
$3.27 - $3.68 $350 - $394
19.5K $64K
PNI
Pimco New York Municipal Income Fund Ii

Financial Services
88
+ 0.14%
$7.02 - $7.46 $618 - $656
64.7K $458K
PB
Prosperity Bancshares Inc

Financial Services
185
+ 3.98%
$69.3 - $80.69 $12.8K - $14.9K
4.83K $345K
SFBS
Servis First Bancshares, Inc.

Financial Services
10
+ 0.39%
$80.8 - $93.58 $808 - $936
2.58K $213K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
466
+ 4.22%
$36.14 - $40.81 $16.8K - $19K
11.5K $426K
UHAL
Amerco

Industrials
379
+ 4.76%
$62.22 - $74.71 $23.6K - $28.3K
8.35K $546K
BIGC
Big Commerce Holdings, Inc.

Technology
28
+ 0.16%
$5.76 - $7.09 $161 - $199
17.7K $102K
FINX
Global X Fds Fintech ETF (De)

ETFs
4.57K
+ 12.75%
$27.43 - $33.5 $125K - $153K
40.4K $1.11M
HAE
Haemonetics Corp

Healthcare
760
+ 20.39%
$59.34 - $80.05 $45.1K - $60.8K
4.49K $285K
MVST
Microvast Holdings, Inc.

Industrials
26.1K
+ 64.51%
$1.15 - $2.41 $30K - $62.9K
66.6K $78K
PANL
Pangaea Logistics Solutions Ltd.

Industrials
169
+ 1.65%
$4.75 - $5.7 $803 - $963
10.4K $49K
RVPH
Reviva Pharmaceuticals Holdings, Inc.

Healthcare
4.5K
+ 34.91%
$0.95 - $2.08 $4.28K - $9.36K
17.4K $17K
UWMC
Uwm Holdings Corp

Financial Services
483
+ 2.3%
$5.43 - $6.63 $2.62K - $3.2K
21.5K $117K
VFF
Village Farms International, Inc.

Consumer Defensive
5.85K
+ 9.57%
$0.6 - $0.85 $3.51K - $4.98K
67K $41K
BTBT
Bit Digital, Inc

Financial Services
3.9K
+ 23.33%
$2.02 - $3.88 $7.88K - $15.1K
20.6K $42K
GNK
Genco Shipping & Trading LTD

Industrials
475
+ 2.14%
$13.16 - $14.85 $6.25K - $7.05K
22.6K $302K
Innovator Etfs Trust
164
+ 1.59%
N/A
10.4K $257K
PNQI
Invesco Nasdaq Internet ETF

ETFs
1.52K
+ 5.27%
$43.72 - $51.15 $66.3K - $77.6K
30.3K $1.34M
VKQ
Invesco Municipal Trust

Financial Services
1.54K
+ 1.12%
$9.53 - $10.07 $14.6K - $15.5K
139K $1.34M
HYHG
Proshares High Yield Interest

ETFs
15
+ 0.28%
$64.04 - $66.96 $961 - $1K
5.46K $350K
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
Track This Portfolio

Track Commonwealth Equity Services, LLC Portfolio

Follow Commonwealth Equity Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Commonwealth Equity Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Commonwealth Equity Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email