Commonwealth Equity Services, LLC Reduced Holdings in Q1 2025

Commonwealth Equity Services, LLC

  • $70.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RELX
Relx PLC

Communication Services
-5.4K
- 30.4%
$45.34 - $51.91 $245K - $280K
12.4K $623K
FEUS
Flexshares Tr Esg & Climate Us

ETFs
-307
- 0.68%
$61.32 - $68.3 $18.8K - $21K
44.8K $2.78M
MKSI
Mks Instruments Inc

Technology
-464
- 7.69%
$78.89 - $122.69 $36.6K - $56.9K
5.57K $447K
Aim ETF Products Trust
-5.14K
- 17.08%
N/A
24.9K $835K
LC
Lending Club Corp

Financial Services
-1.88K
- 6.91%
$10.25 - $17.51 $19.3K - $33K
25.4K $262K
APG
A Pi Group Corp

Industrials
-4.36K
- 4.1%
$35.67 - $40.88 $156K - $178K
102K $3.65M
BNS
Bank Of Nova Scotia

Financial Services
-1.19K
- 6.17%
$47.21 - $53.7 $56.2K - $63.9K
18.1K $858K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-1.78K
- 2.83%
$27.52 - $33.6 $48.8K - $59.6K
61K $1.82M
AON
Aon PLC

Financial Services
-3.14K
- 11.65%
$348.44 - $409.32 $1.09M - $1.28M
23.8K $9.49M
BCE
Bce Inc

Communication Services
-6.75K
- 6.81%
$22.14 - $25.18 $149K - $170K
92.3K $2.12M
CDAY
Ceridian Hcm Holding Inc.

Technology
-305
- 2.76%
N/A
10.8K $627K
IFV
First Trust Dorsey Wright Inte

ETFs
-12K
- 15.59%
$18.61 - $20.59 $223K - $247K
64.8K $1.3M
First Tr Exchng Traded Fd Vi
-7.46K
- 32.49%
N/A
15.5K $314K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-2.1K
- 1.21%
$33.28 - $36.41 $69.8K - $76.4K
171K $5.85M
XLB
Select Sector Spdr Fd Material

ETFs
-4.81K
- 3.72%
$83.19 - $90.99 $400K - $438K
124K $10.7M
SNA
Snap On Inc

Industrials
-156
- 0.31%
$324.09 - $358.62 $50.6K - $55.9K
49.5K $16.7M
ACA
Arcosa, Inc.

Industrials
-148
- 1.77%
$77.12 - $103.53 $11.4K - $15.3K
8.22K $634K
NICE
Nice Ltd.

Technology
-111
- 1.1%
$139.18 - $178.5 $15.4K - $19.8K
9.99K $1.54M
HESM
Hess Midstream LP

Energy
-6.33K
- 35.54%
$37.59 - $43.88 $238K - $278K
11.5K $485K
PSCT
Invesco S&P Smallcap Informati

ETFs
-2.59K
- 28.16%
$40.08 - $50.4 $104K - $131K
6.61K $265K
Amentum Holdings Inc
-4.47K
- 13.7%
N/A
28.1K $512K
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-4.7K
- 2.79%
$36.57 - $37.91 $172K - $178K
164K $6.1M
XITK
Spdr Ser Tr Factset Innovative

ETFs
-678
- 15.03%
$159.89 - $195.54 $108K - $133K
3.83K $613K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-51.4K
- 17.12%
$0.6 - $1.22 $30.9K - $62.8K
249K $151K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-1.15K
- 0.94%
$38.06 - $40.36 $43.8K - $46.5K
122K $4.67M
PXE
Invesco Exchange Traded Fd Tr

ETFs
-5.54K
- 27.27%
$26.71 - $32.52 $148K - $180K
14.8K $433K
ITM
Vaneck Intermediate Muni ETF

ETFs
-3.39K
- 14.7%
$45.21 - $46.67 $153K - $158K
19.7K $896K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-1.16K
- 0.53%
$14.21 - $15.67 $16.5K - $18.2K
217K $3.09M
IFRX
Infla Rx N.V.

Healthcare
-5K
- 4.48%
$1.02 - $2.62 $5.1K - $13.1K
107K $109K
CODI
Compass Diversified Holdings

Industrials
-1.35K
- 4.27%
$18.67 - $22.9 $25.1K - $30.8K
30.1K $563K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-423
- 0.21%
$22.77 - $24.73 $9.63K - $10.5K
198K $4.6M
FAN
First Tr Exchange Traded Fd Ii
-11.9K
- 17.37%
N/A
56.5K $847K
WAFD
Washington Federal Inc

Financial Services
-2.65K
- 11.1%
$27.4 - $32.6 $72.5K - $86.3K
21.2K $606K
Aim ETF Products Trust
-4.08K
- 2.95%
N/A
134K $3.98M
DY
Dycom Industries Inc

Industrials
-519
- 13.86%
$136.75 - $200.56 $71K - $104K
3.23K $491K
Viper Energy Inc
-1.07K
- 3.75%
N/A
27.5K $1.24M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
-2.71K
- 18.69%
$32.02 - $41.58 $86.8K - $113K
11.8K $383K
GERN
Geron Corp

Healthcare
-1.5K
- 1.86%
$1.59 - $3.6 $2.39K - $5.4K
79.3K $126K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
-743
- 16.95%
$64.24 - $90.95 $47.7K - $67.6K
3.64K $234K
JRS
Nuveen Real Estate Income Fund

Financial Services
-13.8K
- 11.75%
$8.09 - $8.88 $112K - $123K
104K $856K
INMD
In Mode Ltd.

Healthcare
-11.6K
- 25.77%
$15.9 - $19.4 $184K - $225K
33.4K $593K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
-8.23K
- 10.01%
$24.29 - $25.89 $200K - $213K
74K $1.87M
IVT
Inven Trust Properties Corp.

Real Estate
-1.99K
- 1.5%
$28.36 - $30.77 $56.4K - $61.2K
130K $3.83M
GWRS
Global Water Resources, Inc.

Utilities
-7.2K
- 10.31%
$10.08 - $12.2 $72.6K - $87.8K
62.6K $646K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-2.59K
- 3.61%
$33.17 - $35.48 $86K - $92K
69.3K $2.32M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-8.91K
- 9.16%
$11.85 - $13.1 $106K - $117K
88.4K $1.07M
GTIP
Goldman Sachs ETF Tr Access In

ETFs
-3.42K
- 43.92%
$47.99 - $50.13 $164K - $171K
4.37K $219K
PENN
Penn National Gaming Inc

Consumer Cyclical
-672
- 1.63%
$16.23 - $22.73 $10.9K - $15.3K
40.5K $661K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
-1.3K
- 3.5%
$55.58 - $62.24 $72.3K - $80.9K
35.9K $2.03M
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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