Commonwealth Equity Services, LLC New Holdings in Q1 2025

Commonwealth Equity Services, LLC

  • $70.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Morgan Stanley ETF Trust
8.37K
New
N/A
8.37K $425K
PRIM
Primoris Services Corp

Industrials
7.33K
New
$57.27 - $89.03 $420K - $653K
7.33K $421K
EWH
Ishares Msci Hong Kong ETF

ETFs
23.5K
New
$15.8 - $18.39 $372K - $433K
23.5K $412K
Aim ETF Products Trust
16.9K
New
N/A
16.9K $410K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
12.9K
New
$31.06 - $33.33 $402K - $431K
12.9K $406K
RIGS
Riverfront Strategic Income Fd

ETFs
17.4K
New
$22.48 - $23.24 $390K - $403K
17.4K $401K
Pgim Rock ETF Tr
14.2K
New
N/A
14.2K $401K
IREN
Iris Energy LTD

Financial Services
65.9K
New
$6.07 - $13.18 $400K - $868K
65.9K $401K
Pgim Rock ETF Tr
14.6K
New
N/A
14.6K $386K
ARGX
Argenx Se

Healthcare
649
New
$571.0 - $671.75 $371K - $436K
649 $384K
Innovator Etfs Trust
14.1K
New
N/A
14.1K $379K
Themes ETF Tr
10K
New
N/A
10K $379K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
19.5K
New
$19.17 - $20.25 $374K - $395K
19.5K $379K
G
Genpact LTD

Technology
7.51K
New
$42.88 - $55.54 $322K - $417K
7.51K $378K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
52.2K
New
$7.17 - $12.89 $374K - $673K
52.2K $374K
Fidelity Covington Trust
12.4K
New
N/A
12.4K $366K
OSCR
Oscar Health, Inc.

Healthcare
27.9K
New
$12.83 - $17.3 $358K - $483K
27.9K $366K
Pgim Rock ETF Tr
13.3K
New
N/A
13.3K $354K
Innovator Etfs Trust
13.9K
New
N/A
13.9K $353K
Simplify Exchange Traded Fun
6.58K
New
N/A
6.58K $352K
Calamos ETF Tr
15K
New
N/A
15K $352K
Pgim Rock ETF Tr
12.7K
New
N/A
12.7K $350K
SYNA
Synaptics Inc

Technology
5.44K
New
$61.71 - $87.87 $335K - $478K
5.44K $346K
Pgim ETF Tr
6.89K
New
N/A
6.89K $346K
EZPW
Ezcorp Inc

Financial Services
23.4K
New
$11.82 - $15.0 $277K - $351K
23.4K $345K
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
18.7K
New
$17.95 - $19.17 $336K - $359K
18.7K $338K
Parnassus Income Fds
14.5K
New
N/A
14.5K $334K
Invesco Exchange Traded Fd T
5.11K
New
N/A
5.11K $327K
Pgim Rock ETF Tr
12.3K
New
N/A
12.3K $322K
CNX
Cnx Resources Corp

Energy
10.2K
New
$27.38 - $37.32 $280K - $382K
10.2K $322K
Fidelity Covington Trust
14.8K
New
N/A
14.8K $322K
HAWX
Ishares Tr Currency Hedged Msc

ETFs
9.59K
New
$32.01 - $34.37 $307K - $330K
9.59K $321K
OFIX
Orthofix Medical Inc.

Healthcare
19.6K
New
$16.06 - $19.04 $314K - $372K
19.6K $319K
SCL
Stepan CO

Basic Materials
5.8K
New
$55.04 - $65.59 $319K - $380K
5.8K $319K
Capital Grp Fixed Incm ETF T
12.6K
New
N/A
12.6K $319K
Invesco Actively Managed Exc
6.95K
New
N/A
6.95K $319K
Pacer Fds Tr
10.3K
New
N/A
10.3K $311K
Pgim Rock ETF Tr
11.6K
New
N/A
11.6K $309K
PPTA
Perpetua Resources Corp.

Basic Materials
28.8K
New
$8.03 - $12.92 $231K - $371K
28.8K $307K
Ishares Tr
12.8K
New
N/A
12.8K $306K
Aim ETF Products Trust
12.6K
New
N/A
12.6K $304K
Pgim Rock ETF Tr
11.5K
New
N/A
11.5K $304K
Mfs Active Exchange Traded F
12.1K
New
N/A
12.1K $301K
EFSI
Eagle Financial Services Inc

Financial Services
9.09K
New
$32.18 - $36.4 $293K - $331K
9.09K $298K
Pgim Rock ETF Tr
11.3K
New
N/A
11.3K $297K
Blackrock ETF Trust Ii
5.88K
New
N/A
5.88K $296K
CNOB
Connect One Bancorp, Inc.

Financial Services
12.1K
New
$21.51 - $27.55 $261K - $334K
12.1K $295K
Vanguard Mun Bd Fds
3.92K
New
N/A
3.92K $295K
LPI
Laredo Petroleum, Inc.

Energy
13.5K
New
N/A
13.5K $287K
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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