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
EQR
Equity Residential

Real Estate
30.4K
+ 140.83%
$66.98 - $75.02 $2.03M - $2.28M
51.9K $3.72M
LNG
Cheniere Energy, Inc.

Energy
6.23K
+ 14.28%
$209.32 - $253.66 $1.3M - $1.58M
49.8K $11.5M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
92.1K
+ 15.0%
$20.1 - $20.8 $1.85M - $1.92M
706K $14.6M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
43.3K
+ 96.6%
$48.29 - $51.95 $2.09M - $2.25M
88.1K $4.37M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
48.3K
+ 53.07%
$42.36 - $43.8 $2.05M - $2.12M
139K $6.05M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
38.5K
+ 11.12%
$44.68 - $46.49 $1.72M - $1.79M
385K $17.8M
WFC
Wells Fargo & Company

Financial Services
14.6K
+ 2.11%
$66.78 - $81.42 $975K - $1.19M
705K $50.6M
AWK
American Water Works Company, Inc.

Utilities
295
+ 0.33%
$121.01 - $149.31 $35.7K - $44K
90.3K $13.3M
Aim ETF Products Trust
68.3K
+ 51.2%
N/A
202K $6.25M
Capital Group International
78.4K
+ 214.11%
N/A
115K $2.99M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
103K
+ 18.15%
$24.88 - $26.85 $2.56M - $2.77M
671K $16.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
73.7K
+ 5.13%
$507.05 - $563.67 $37.4M - $41.5M
1.51M $776M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
39.9K
+ 29.33%
$46.86 - $50.66 $1.87M - $2.02M
176K $8.53M
SCHO
Schwab Short Term Us Treasury

ETFs
83K
+ 38.17%
$24.1 - $24.34 $2M - $2.02M
300K $7.31M
Calamos ETF Tr
82.3K
+ 59.6%
N/A
220K $5.6M
ABC
Amerisourcebergen Corp

Healthcare
1.29K
+ 4.04%
N/A
33.3K $9.25M
JBBB
Janus Detroit Str Tr Henderson

ETFs
42.5K
+ 443.22%
$48.34 - $49.66 $2.06M - $2.11M
52.1K $2.54M
KAPR
Innovator U.S. Small Cap Power

ETFs
80.5K
+ 35.07%
$30.82 - $33.62 $2.48M - $2.71M
310K $9.56M
VDE
Vanguard Energy ETF

ETFs
6.88K
+ 4.96%
$119.14 - $132.76 $820K - $913K
145K $18.9M
LNT
Alliant Energy Corp

Utilities
24.2K
+ 25.74%
$56.66 - $66.04 $1.37M - $1.6M
118K $7.6M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
32.3K
+ 4.96%
$18.75 - $20.97 $605K - $677K
684K $14.3M
KOMP
Spdr S&P Kensho New Economies

ETFs
49.1K
+ 79.24%
$46.49 - $54.36 $2.28M - $2.67M
111K $5.17M
DFSD
Dimensional ETF Tr Short Durat

ETFs
29.7K
+ 3.17%
$46.74 - $47.55 $1.39M - $1.41M
968K $46M
NEAR
Blackrock Short Maturity Bond

ETFs
38.3K
+ 21.87%
$50.4 - $50.89 $1.93M - $1.95M
213K $10.9M
FGLD
Franklin Templeton Holdings Trust
26.2K
+ 19.39%
N/A
162K $6.76M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
22K
+ 3.23%
$39.65 - $43.35 $871K - $952K
702K $29.6M
PWV
Invesco Exchange Traded Fd Tr

ETFs
14.4K
+ 3.31%
$56.58 - $60.89 $814K - $876K
449K $26.7M
XAR
Spdr S&P Aerospace & Defense E

ETFs
16.7K
+ 12.46%
$157.71 - $180.77 $2.63M - $3.02M
151K $24.2M
BK
Bank Of New York Mellon Corp

Financial Services
10.2K
+ 6.25%
$75.42 - $88.95 $766K - $903K
173K $14.5M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
36.2K
+ 7.72%
$32.74 - $36.2 $1.18M - $1.31M
505K $17.6M
Global X Fds
19.8K
+ 70.34%
N/A
47.8K $4.8M
FSTA
Fidelity Covington Tr Msci Con

ETFs
25.4K
+ 6.18%
$48.3 - $52.85 $1.22M - $1.34M
435K $22.3M
JCI
Johnson Controls International PLC

Industrials
22.7K
+ 15.38%
$76.12 - $90.6 $1.73M - $2.06M
170K $13.6M
FLRN
Spdr Bloomberg Investment Grad

ETFs
62.9K
+ 14.24%
$30.71 - $30.87 $1.93M - $1.94M
505K $15.6M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
53.3K
+ 4.11%
$55.41 - $60.74 $2.96M - $3.24M
1.35M $76.3M
Morgan Stanley ETF Trust
2.2K
+ 0.33%
N/A
678K $39.3M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
32.2K
+ 6.16%
$42.18 - $45.16 $1.36M - $1.45M
555K $24.6M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
112K
+ 17.8%
$13.65 - $14.45 $1.53M - $1.62M
742K $10.6M
BTI
British American Tobacco P.L.C.

Consumer Defensive
8.13K
+ 2.54%
$35.35 - $42.74 $287K - $347K
328K $13.6M
REET
Ishares Global Reit ETF

ETFs
76.6K
+ 25.84%
$23.24 - $25.16 $1.78M - $1.93M
373K $9.05M
D
Dominion Energy, Inc

Utilities
11K
+ 1.85%
$52.85 - $57.43 $581K - $632K
605K $33.9M
FXU
First Tr Exchange Traded Fd Ut

ETFs
42.4K
+ 71.1%
$37.42 - $41.14 $1.59M - $1.74M
102K $4.19M
IBB
Ishares Biotechnology ETF

ETFs
20.9K
+ 12.05%
$127.9 - $140.56 $2.68M - $2.94M
195K $24.9M
UYLD
Angel Oak Fds Tr Ultrashort In
37.3K
+ 83.91%
N/A
81.8K $4.18M
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
63.3K
+ 13.73%
N/A
524K $17.4M
Kenvue Inc
48.6K
+ 17.54%
N/A
326K $7.81M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
89.2K
+ 25.83%
$20.05 - $20.4 $1.79M - $1.82M
435K $8.84M
First Tr Exchng Traded Fd Vi
77.5K
+ 20.71%
N/A
452K $8.93M
NNN
National Retail Properties, Inc.

Real Estate
37K
+ 24.53%
$38.0 - $43.19 $1.41M - $1.6M
188K $8.02M
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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