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
Northern Lts Fd Tr Iv
-25
- 0.17%
N/A
14.9K $3.05M
ROAD
Construction Partners, Inc.

Industrials
-433
- 7.92%
$67.61 - $93.18 $29.3K - $40.3K
5.03K $362K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
-4.34K
- 5.02%
$23.43 - $24.23 $102K - $105K
82K $1.94M
FDM
First Trust Dow Jones Select M

ETFs
-399
- 2.52%
$61.73 - $71.81 $24.6K - $28.7K
15.4K $959K
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
-3.17K
- 1.88%
$36.16 - $40.42 $115K - $128K
166K $6.26M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-789
- 1.3%
$44.7 - $49.05 $35.3K - $38.7K
59.8K $2.71M
PFFA
Etfis Ser Tr I

ETFs
-1.75K
- 1.49%
$21.21 - $22.3 $37.1K - $39K
115K $2.45M
First Tr Exchng Traded Fd Vi
-2.92K
- 5.26%
N/A
52.6K $1.77M
WMS
Advanced Drainage Systems, Inc.

Industrials
-504
- 5.72%
$105.29 - $126.99 $53.1K - $64K
8.31K $903K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-984
- 5.87%
$96.18 - $109.82 $94.6K - $108K
15.8K $1.62M
PCK
Pimco California Municipal Income Fund Ii

Financial Services
-19.9K
- 33.06%
$5.54 - $5.98 $110K - $119K
40.2K $227K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-3.24K
- 4.26%
$47.27 - $50.52 $153K - $164K
72.8K $3.55M
SEE
Sealed Air Corp

Consumer Cyclical
-1.4K
- 9.19%
$28.9 - $35.65 $40.4K - $49.8K
13.8K $399K
DNUT
Krispy Kreme, Inc.

Consumer Defensive
-3.23K
- 16.46%
$4.92 - $9.82 $15.9K - $31.7K
16.4K $81K
FMF
First Trust Managed Futures St

ETFs
-1.71K
- 7.39%
$45.87 - $48.39 $78.2K - $82.5K
21.4K $986K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-76K
- 4.13%
$85.29 - $92.57 $6.49M - $7.04M
1.76M $161M
CLNE
Clean Energy Fuels Corp.

Energy
-18.2K
- 20.98%
$1.55 - $3.57 $28.3K - $65.1K
68.7K $107K
IJAN
Innovator Etfs Tr Intl Dev Pwr
-9.62K
- 8.5%
N/A
104K $3.31M
IOT
Samsara Inc.

Technology
-392
- 2.22%
$34.06 - $60.96 $13.4K - $23.9K
17.3K $662K
Aim ETF Products Trust
-3.12K
- 4.52%
N/A
65.9K $1.84M
FFIN
First Financial Bankshares Inc

Financial Services
-1.46K
- 0.33%
$34.78 - $38.52 $50.6K - $56.1K
435K $15.6M
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
-19.5K
- 20.82%
$0.63 - $2.2 $12.3K - $42.9K
74.2K $48K
Calamos ETF Tr
-4.16K
- 12.57%
N/A
28.9K $734K
DSTL
ETF Ser Solution Distillate Us

ETFs
-1.38K
- 2.85%
$53.28 - $57.28 $73.4K - $78.9K
47K $2.55M
PRN
Invesco Dwa Industrials Moment

ETFs
-70
- 1.15%
$134.74 - $169.56 $9.43K - $11.9K
6.02K $829K
PBDC
Putnam ETF Tr Bdc Income Etf(D
-3.81K
- 3.69%
N/A
99.5K $3.45M
SLVM
Sylvamo Corp

Basic Materials
-181
- 2.29%
$63.64 - $81.86 $11.5K - $14.8K
7.71K $517K
Calamos ETF Tr
-3.45K
- 5.53%
N/A
59K $1.45M
OSEA
Harbor ETF Tr Harbor Intl Comp
-4.55K
- 19.75%
N/A
18.5K $490K
MNKD
Mannkind Corp

Healthcare
-1.4K
- 1.99%
$4.92 - $6.6 $6.88K - $9.23K
68.9K $347K
VNT
Vontier Corp

Technology
-1.62K
- 11.22%
$32.1 - $40.32 $52.1K - $65.4K
12.8K $422K
EUSB
Ishares Tr Esg Advanced Total

Technology
-2.94K
- 10.37%
$42.05 - $43.43 $124K - $128K
25.4K $1.1M
Innovator Etfs Trust
-3.97K
- 10.19%
N/A
35K $859K
SABR
Sabre Corp

Consumer Cyclical
-13.8K
- 18.19%
$2.81 - $4.52 $38.7K - $62.2K
61.9K $174K
RXI
Ishares Tr

ETFs
-207
- 2.15%
$176.15 - $195.4 $36.5K - $40.4K
9.42K $1.67M
Rbb Fd Inc
-2.66K
- 6.32%
N/A
39.4K $1.09M
AGCO
Agco Corp

Industrials
-962
- 8.14%
$88.82 - $106.69 $85.4K - $103K
10.9K $1.01M
TRFM
ETF Ser Solutions Aam Transfor
-314
- 1.21%
$34.51 - $41.76 $10.8K - $13.1K
25.5K $881K
FN
Fabrinet

Technology
-60
- 1.52%
$183.66 - $267.24 $11K - $16K
3.88K $766K
SG
Sweetgreen, Inc.

Consumer Cyclical
-585
- 4.83%
$21.47 - $34.94 $12.6K - $20.4K
11.5K $288K
TEI
Templeton Emerging Markets Income Fund

Financial Services
-21.1K
- 39.36%
$5.15 - $5.57 $109K - $117K
32.5K $175K
AOR
Ishares Tr Core Growth Allocat

ETFs
-2.09K
- 2.35%
$56.63 - $59.39 $118K - $124K
86.8K $5M
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
-7.62K
- 22.59%
$13.59 - $14.05 $104K - $107K
26.1K $359K
CZWI
Citizens Community Bancorp Inc.

Financial Services
-4K
- 18.82%
$13.78 - $16.29 $55.1K - $65.1K
17.3K $248K
JNPR
Juniper Networks Inc

Technology
-2.16K
- 14.04%
$34.38 - $39.03 $74.2K - $84.3K
13.2K $478K
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
-3.26K
- 5.1%
$1.59 - $3.24 $5.18K - $10.6K
60.7K $96K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-1.91K
- 4.45%
$51.94 - $55.24 $99.3K - $106K
41K $2.18M
DOCS
Doximity, Inc.

Healthcare
-2.17K
- 34.92%
$49.71 - $83.14 $108K - $180K
4.04K $234K
PTF
Invesco Exchange Traded Fd Tr

ETFs
-514
- 10.79%
$56.97 - $77.14 $29.3K - $39.6K
4.25K $250K
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